Job Description

Private Client Attorney with Portable Book

Department: Insurance & Financial Services

Employment Type: Full Time

Location: New York

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

We 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 clients
  
  
• A smooth and confidential transition for clients
  
  
• Support with practice management, compliance and operational oversight
  
  
• A clear pathway for succession planning or long-term partnership
  
  
• A firm capable of integrating smaller books and agencies into a unified structure
  
  

Our 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 Responsibilities

Responsibilities may include:

• 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.

Benefits

Compensation is structured based on:

• 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.

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.