Partner - Private Client & Family Office | Tax, Trusts & Estates

Full-time

Oculus Group

Fort Lauderdale, FL

Private Client & Family Office Partner | Tax, Trusts & Estates | Distributed Law Firm

Location: United States — Remote / Distributed

Practice Area: Private Client, Family Office, Tax, Trusts & Estates, Wealth Planning

Level: Partner

The Opportunity

Oculus Group is representing an established global law firm with a distributed, collaborative practice model seeking experienced Private Client, Trusts & Estates, and Tax Partners with established client relationships and portable practices.

This opportunity is particularly attractive to attorneys advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, family offices, business owners, and multigenerational families who are interested in expanding their practices through collaboration with attorneys across complementary disciplines.

Ideal Candidate Profile

Experienced Partner with an established private client, estate planning, tax, or family office advisory practice.
Portable book of business ideally $750,000+ annually.
Experience in one or more of the following:
Sophisticated estate and tax planning.
Trust formation, administration, and fiduciary matters.
Family office representation and governance.
Business succession and generational wealth transfers.
Gift, estate, and generation-skipping transfer tax planning.
International private wealth and cross-border tax planning.
Charitable planning, foundations, and philanthropic structures.
Estate and trust controversies.
Established relationships with HNW/UHNW individuals, family offices, business owners, wealth advisors, or financial institutions.
Demonstrated business development and client relationship management capabilities.

Why Explore This Opportunity?

Distributed national law firm model with geographic flexibility.
Opportunity to collaborate with Corporate/M&A, Real Estate, Tax, Finance, and Investment Management attorneys.
Greater autonomy in managing client relationships and developing a private client practice.
Access to operational and administrative infrastructure.
Alternative to traditional law firm organizational and economic structures.

Confidential Discussions

We welcome confidential inquiries from established Private Client, Family Office, Tax, and Trusts & Estates Partners considering a change in platform or seeking opportunities to expand their practices.

All inquiries will be treated confidentially. Candidate information will not be presented without prior authorization.

Apply

Vacancy posted 8 hours ago

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