Private Client Attorney with Portable Book

• A larger and more sophisticated platform for their clients
  
  
• A smooth and confidential transition for clients
  
  
• Support with practice management, compliance and operational oversight
  
  
• A clear pathway for succession planning or long-term partnership
  
  
• A firm capable of integrating smaller books and agencies into a unified structure
  
  

Key Responsibilities

• Providing estate planning, trust administration and private client legal services
  
  
• Advising high net worth clients, families and business owners
  
  
• Managing and expanding a book of client relationships
  
  
• Coordinating with internal tax, investment and planning professionals
  
  
• Supporting the integration of acquired agencies or books of business
  
  
• Ensuring compliance with legal, ethical and fiduciary requirements
  
  
• Building long-term relationships rooted in planning, generational strategy and client care
  
  

What We Are Looking For

• A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields
  
  
• A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
  
  
• Strong communication skills and the ability to manage long-term client relationships
  
  
• Experience supporting high net worth individuals, families, or business owners
  
  
• A planning focused, client centric mindset
  
  
• An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform
  
  

Skills, Knowledge and Expertise

• A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields
  
  
• A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
  
  
• Strong communication skills and the ability to manage long-term client relationships
  
  
• Experience supporting high net worth individuals, families, or business owners
  
  
• A planning focused, client centric mindset
  
  
• An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform
  
  

Benefits

• Experience
  
  
• Client book size and relationship value
  
  
• Fee revenue
  
  
• Integration needs
  
  
• Long-term potential for partnership or equity
  
  

Why Join Us

• Immediate access to a national client service platform
  
  
• A structured process for onboarding and transitioning client relationships
  
  
• Operational support that reduces administrative work
  
  
• Strategic help with acquisitions, book integration and long-term growth
  
  
• Collaboration with attorneys, planners and advisors who support high net worth clients
  
  
• A confidential introduction and interview process with firm leadership
  
  

How to Get Started