Private Client Attorney with Portable Book

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
• Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys.

Ideal candidates bring

• 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
• We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.
• Private Client Attorney with Portable Book
• Skills, Knowledge and Expertise

Ideal candidates bring

• 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
• We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.

Experience

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

Becoming part of our firm provides

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
• Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks.
• Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth.

How to Get Started

If you are open to a confidential conversation to explore whether this platform aligns with your clients and long-term goals, apply today. Our transition and acquisition team will reach out to learn more about your background and discuss options.

Compensation

$300,000 - $1,000,000 / year