Multi Family Office - UHNW Wealth Transfer Attorney (Chicago)

Multi Family Office - UHNW Wealth Transfer Attorney | Chicago

A leading multi-family office is seeking a senior UHNW Wealth Transfer Attorney to serve as a technical authority on sophisticated estate planning, wealth transfer, and business succession matters for ultra-high-net-worth families.

This is an opportunity for an experienced trusts and estates attorney to move into a highly consultative family office environment while continuing to work on complex planning matters. The role includes significant client interaction and collaboration with wealth advisors, but does not require business development or prospecting.

Key Responsibilities

• Structure and implement sophisticated estate planning and wealth transfer strategies
• Advise ultra-high-net-worth families on multi-generational planning, governance, and closely held business interests
• Review complex estate planning structures and serve as a technical resource to advisors and clients
• Collaborate with wealth management professionals on prospective and existing client planning needs
• Assist advisors in presenting sophisticated planning solutions to clients and prospects

Qualifications

• JD required; LL.M. preferred
• 8+ years of sophisticated trusts and estates / estate planning experience
• Current or prior law firm experience required
• Significant experience advising high-net-worth or ultra-high-net-worth clients
• Strong client-facing communication and technical planning skills

Why Consider This Opportunity

• No business development or prospecting requirements
• Sophisticated UHNW estate planning work without traditional law firm billable-hour pressures
• Extensive direct client interaction
• Collaborative family office and wealth management environment
• Relocation assistance available