Private Client Attorney with Portable Book

DescriptionWe 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 clientsA smooth and confidential transition for clientsSupport with practice management, compliance and operational oversightA clear pathway for succession planning or long-term partnershipA firm capable of integrating smaller books and agencies into a unified structureOur 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.Key ResponsibilitiesResponsibilities may include:Providing estate planning, trust administration and private client legal servicesAdvising high net worth clients, families and business ownersManaging and expanding a book of client relationshipsCoordinating with internal tax, investment and planning professionalsSupporting the integration of acquired agencies or books of businessEnsuring compliance with legal, ethical and fiduciary requirementsBuilding long-term relationships rooted in planning, generational strategy and client careOur 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 fieldsA portable client book of approximately ten million dollars or more in client assets or equivalent relationship valueStrong communication skills and the ability to manage long-term client relationshipsExperience supporting high net worth individuals, families, or business ownersA planning focused, client centric mindsetAn interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platformWe 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 ExpertiseIdeal candidates bring:A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fieldsA portable client book of approximately ten million dollars or more in client assets or equivalent relationship valueStrong communication skills and the ability to manage long-term client relationshipsExperience supporting high net worth individuals, families, or business ownersA planning focused, client centric mindsetAn interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platformWe support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.BenefitsCompensation is structured based on:ExperienceClient book size and relationship valueFee revenueIntegration needsLong-term potential for partnership or equityBecoming part of our firm provides:Immediate access to a national client service platformA structured process for onboarding and transitioning client relationshipsOperational support that reduces administrative workStrategic help with acquisitions, book integration and long-term growthCollaboration with attorneys, planners and advisors who support high net worth clientsA confidential introduction and interview process with firm leadershipMost 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.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.

Salary : $150,000 - $175,000