Trusts & Estates Partner

Wintermeyer Ventures
  • New York, New York
  • Remote
  • $400,000–$750,000 Per Year
3 days ago

Job Description

About the Role

A national legal services firm is seeking an established Trusts & Estates Partner to grow its private wealth and family office practice. You will advise clients on complex, multi-jurisdictional, and multigenerational wealth planning, working collaboratively with colleagues across complementary legal practices.

What You'll Do

  • Lead and grow a partner-level trusts and estates practice.
  • Advise high-net-worth and ultra-high-net-worth individuals and families on estate, gift, and wealth transfer planning.
  • Structure and counsel family offices and private investment entities.
  • Advise on trust formation, administration, and fiduciary matters.
  • Develop succession plans for closely held businesses and investment structures.
  • Address cross-border and international estate planning issues.
  • Coordinate with tax, corporate, real estate, and litigation colleagues to deliver integrated client service.
  • Build lasting relationships with clients and their professional advisors while developing new business.

What We're Looking For

  • At least 8 years of legal experience, including partner-level experience or a clear path to partnership in trusts and estates.
  • A substantial, portable client base and a practice focused on sophisticated high-net-worth and ultra-high-net-worth planning, not high-volume or commoditized work.
  • Demonstrated experience in complex estate and wealth transfer planning.
  • Experience with family offices or private investment structures and, ideally, cross-border planning.
  • A Juris Doctor degree from an accredited law school.
  • A collaborative, entrepreneurial approach to practice growth and cross-practice client service.
  • Existing professional relationships with accountants, wealth managers, or financial advisors are beneficial.

Compensation & Benefits

Annual salary range: $400,000 to $750,000. Visa sponsorship is not available.

Location

Remote, with a primary location in New York, NY. Candidates with a geographic presence or client base in Florida, Texas, New York, or California are sought.

Numbers & Facts

LocationNew York, New York (
Remote
)
Salary$400,000–$750,000 Per Year

Skills

  • Accountingunmatched
  • Business Developmentunmatched
  • Corporate Taxunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Entrepreneurshipunmatched
  • Estate Planningunmatched
  • Fiduciaryunmatched
  • High Net Worthunmatched
  • Legalunmatched
  • Litigationunmatched
  • Real Estateunmatched
  • Succession Planningunmatched
  • Team Playerunmatched
  • Wealth Managementunmatched

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