Private Wealth Services Associate

Job Overview

A law firm seeks a mid-level Private Wealth Services Associate to join its New York office. The role involves advising high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Duties

• Advise clients on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters.
• Structure and implement sophisticated estate plans, including wills, trusts, and family limited partnerships.
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning.
• Assist with estate and trust administration, including post-mortem tax planning.
• Work on cross-border and multi-jurisdictional planning matters where applicable.
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions.
• Participate in client development and maintain strong client relationships.

Requirements

• 4-7 years of experience in trusts and estates/private wealth services at a leading firm.
• Strong background in estate planning and wealth transfer strategies for high-net-worth individuals.
• Experience drafting complex estate planning documents independently.
• Exposure to estate and trust administration is preferred.
• Excellent academic credentials and strong writing/analytical skills.
• Admission to the New York Bar (or ability to waive in).

Education

• Juris Doctor (JD) degree.

Certifications

• Admission to the New York Bar.

Skills

• Strong analytical and writing skills.
• Ability to work collaboratively across practices.
• Client development and relationship management skills.

Benefits

• Health insurance with optional HSA.
• Short term and long term disability insurance.
• Dental and vision care.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts.
• 401K plan.
• Vacation and sick time.
• Employee assistance program.
• Voluntary accident, life, disability, critical illness, and cancer insurance.
• Pet insurance.
• Commuter and transit programs in certain markets.

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.