Private Client Attorney with Portable Book
About The Position
We are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services. This role is ideal for attorneys who want 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, and a firm capable of integrating smaller books and agencies into a unified structure. Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work.
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
Nice To Haves
- Attorneys who want a larger and more sophisticated platform for their clients
- Attorneys who want a smooth and confidential transition for clients
- Attorneys who want support with practice management, compliance and operational oversight
- Attorneys who want a clear pathway for succession planning or long-term partnership
- Attorneys who want a firm capable of integrating smaller books and agencies into a unified structure
- Attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
