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

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

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

Private Client Attorney – Portable Book

Key skills