Private Wealth Services Associate

Private Wealth Services Associate (1–4 years)

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

Richmond, Virginia

Salary: $225,000–$310,000

The Opportunity

A leading national law firm is seeking a Private Wealth Services Associate to join its established Richmond practice.

The team advises high-net-worth individuals, families, closely held businesses and charitable organisations on sophisticated estate planning, trusts, estate administration, tax and business succession matters.

This is an excellent opportunity for a junior-to-mid-level private client attorney seeking sophisticated work, strong training and significant client exposure.

Responsibilities

• Advise individuals and families on sophisticated estate planning.
• Draft trusts and other estate-planning documentation.
• Assist with trust and estate administration.
• Advise on estate, gift and fiduciary tax considerations.
• Support business succession planning.
• Advise owners of closely held businesses.
• Work on charitable planning and matters involving foundations and charitable organisations.
• Work collaboratively with attorneys across tax, corporate and private wealth disciplines.

Candidate Requirements

• 1–4 years of relevant private wealth experience.
• Experience in estate planning and trusts.
• Trust and estate administration experience preferred.
• Exposure to business succession and fiduciary matters beneficial.
• Strong academic credentials.
• Excellent drafting and communication skills. xhyhwjd
• Virginia Bar admission required.