Hybrid Private Client Attorney – Portable Book

Posted yesterday

Apply now

About the role

  • Private Client Attorney managing high net worth client relationships and providing legal services in estate planning and trust administration. Seeking professionals with a portable client book of ten million dollars or more.

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

Requirements

  • 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

  • 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

Job title

Private Client Attorney – Portable Book

Job type

Experience level

SeniorLead

Salary

$300,000 - $1,000,000 per year

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job