Trusts & Estates Partner

Wintermeyer Ventures

New York, New York
3 days ago
Remote

$400,000–$750,000 Per Year

Highlights

You will advise clients on complex, multi-jurisdictional, and multigenerational wealth planning, working collaboratively with colleagues across complementary legal practices. 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.

Numbers & Facts

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

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.