Wealth Management Associate

This is an exciting opportunity for a sophisticated Wealth Management Associate to join a highly ranked practice in Boston, the firm are known for their exceptional client service and expertise.

Our client is is seeking an experienced Estate Planning Attorney to join their high-touch multi-family office, providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients.

The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long-term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in-house investment and trust professionals.

• Focus on sophisticated estate planning and gift and estate tax analysis.
• Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals.
• Work with ultra-high net worth clients on various sophisticated wealth planning issues, including:
• Developing long-term estate planning strategies
• Drafting estate planning documents
• Advising on lifetime gifts
• Handling estate and trust administration matters
• Assisting with advising family businesses and charitable organizations

The Benefits and How to Apply

• Salary offered up to $435,000 (bracket is negotiable, depending on experience)
• Hybrid working arrangement
• Dental Insurance
• 401(k) Retirement plan
• Life Insurance
• Paid Time Off
• Parental Leave
• Commuter benefits

Apply in the strictest of confidence online or via telephone – there is no need for a resume for an initial conversation.

Contact: Robert Holland, Recruitment Consultant

WhatsApp: 44 7951 097 638

Email: robert.holland@williamjamesrecruitment.com