Private Wealth Services Associate – NY

Greenberg Traurig•New York, NY

2d•$310,000 - $420,000•Onsite

About The Position

The Private Wealth Services group is seeking a mid-level associate (4–7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Requirements

4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
Strong background in estate planning and wealth transfer strategies for high-net-worth individuals
Experience drafting complex estate planning documents independently
Admission to the New York Bar (or ability to waive in)

Nice To Haves

Exposure to estate and trust administration is preferred
Excellent academic credentials and strong writing/analytical skills

Responsibilities

Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters
Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
Counsel clients on wealth preservation, business succession planning, and philanthropic planning
Assist with estate and trust administration, including post-mortem tax planning
Work on cross-border and multi-jurisdictional planning matters where applicable
Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions
Participate in client development and maintain strong client relationships