Senior Wealth & Estate Planning Counsel
TWM Executive Search
TWM Executive Search in New York seeks a Wealth Strategist/Trust Counsel to advise HNW/UHNW clients on estate planning and wealth transfer, collaborating with client teams and external advisors. The ideal candidate holds a JD and has 10+ years of trust administration and wealth planning experience gained in a law firm or professional environment, with proven leadership in complex trusts and client matters. #J-18808-Ljbffr TWM Executive Search
- ...Templeton Investments is seeking a Trust Counsel to join our team in New York. This role... ...involve collaborating with clients on estate planning, providing trust administration... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
$250k - $275k
...Trust International is looking for a Trust Counsel in New York City to join our market... ...is crucial for providing expertise in estate planning, advanced tax planning, and trust administration... ...experience in trust administration and wealth planning. The salary ranges from $250,0...Senior- ...International, part of Franklin Templeton, seeks a Trust Counsel for the NY market in Midtown. The role focuses on estate planning, advanced tax planning, and trust/estate... ...market-wide collaboration to deliver holistic wealth solutions. #J-18808-Ljbffr Franklin TempletonSenior
- Westport One is seeking an experienced Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals... ..., and outside counsel to provide sophisticated estate planning, wealth transfer strategies, trust administration guidance, and advanced...Senior
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
- ...service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position...Senior
- Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and...Senior
- Lazard Wealth seeks a senior tax and estate planning expert to serve as the platform’s in-house technical resource on wealth transfer strategies, trust structures... ...structures into practical planning and coordinate with external counsel and accountants. #J-18808-Ljbffr LazardSeniorWork at office
- Overview The Private Clients, Trusts & Estates practice seeks assistance for two partners with active and growing practices, contributing... ...and effectuating sophisticated lifetime and testamentary planning strategies. The attorney will be directly active in and supervise...SeniorPrivate practice
$250k - $300k
...join their Tax, Trusts and Estates Practice Group as Of Counsel. This is an excellent opportunity for a senior-level attorney with deep experience... ...clients on complex estate planning strategies, including the... ...planning and family wealth transfer strategies. Provide...Senior- 100KCrossing is seeking an experienced estate planning attorney to handle sophisticated planning challenges for high-net-worth individuals... ...and collaborate with tax and financial professionals to design wealth-transfer strategies. The role emphasizes cross-border or...SeniorFlexible hours
- Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...sophisticated lifetime and testamentary planning strategies. Supervise research and...SeniorPrivate practiceFlexible hoursShift work
$350k
...Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates... ...lifetime and testamentary planning strategies, and being directly active...SeniorPrivate practiceWork at officeFlexible hoursShift work- AmLaw 200 New York law firm is seeking a Senior Trust and Estate Attorney with 7+ years of experience to lead private client matters in a hybrid... ...deep trusts and estates experience, tax knowledge, and wealth management expertise, with senior-level judgment to manage...Senior
$165k - $250k
...the Role We are seeking an experienced estate planning attorney who enjoys solving sophisticated... ...implementing sophisticated estate and wealth-transfer strategies for high-net-worth... ...estate preservation and tax efficiency. Counsel clients on charitable giving planning,...SeniorTemporary workSummer work$250k - $300k
...to join our Tax, Trusts and Estates Practice Group as Of Counsel. This is an excellent opportunity for a senior-level attorney with deep experience... ...clients on complex estate planning strategies, including the... ...planning and family wealth transfer strategies. Provide...$420k
...employment claims, and related statutory frameworks Assist with case strategy , risk assessment , and litigation planning in collaboration with senior attorneys Support clients across a range of industries on complex employment-related litigation matters...Senior$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron... ...high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a...SeniorPermanent employmentWork at officeLocal area- ...BCG Attorney Search seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...closely-held business owners, developing planning strategies, and supervising junior attorneys...SeniorPrivate practice
$245k - $265k
SummaryKering is seeking an experienced Senior Real Estate Counsel to support its U.S. and Canadian business while providing regional legal support... ...Real Estate department, Brand management, Finance, Store Planning, Procurement, Insurance, Lease Administration, and other...SeniorContract workTemporary workFor contractorsFor subcontractorWork at officeFlexible hours$170k - $308k
...Job Description: J ob Title Senior Counsel, Bank Regulatory Legal Corporate Title Director... ...one another Comprehensive benefit plans, including health and wellbeing benefits... ..., Capital Markets, Private Bank, and Wealth Management lines of business, including...SeniorWork at officeWork from home$200k - $250k
...Redefining Business PlanningPigment is the AI-powered business planning and performance management platform built for agility and... ...ready to make an impact at scale, we’d love to hear from you.As Senior Legal Counsel with strong commercial expertise you will play a key role in...SeniorFull timeContract workFlexible hours- ...with responsibility for a wide range of legal matters. The Senior Legal Counsel (Interim) will support the General Counsel and the rest of... ...etc. What You'll Do Assist US-based General Counsel in planning and development in support of evolving the legal function...SeniorInterim role
$211.28k - $316.92k
...- $316,920.00Category: Legal, ProfessionalCompany: CitiThe Senior Lead Counsel is a position responsible for serving as strategic business... ...functional partners (e.g., Risk, Compliance) by participating in planning and development initiatives; contribute to business...SeniorFull time$150k - $200k
...are expanding our Complex Trial Teams and seeking accomplished Senior Counsel ready to make an impact in the courtroom and beyond. If you... ...property damage, and professional liability Case Strategy and Planning: Develop and execute case strategies, including risk...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$200k - $340k
Job DescriptionWHAT IS THE OPPORTUNITY?The Senior Director of External Counsel Management will lead RBC's enterprise-wide external counsel management... ...negotiations with major law firms on pricing, capacity planning, and service-level agreementsPartner with other functional...SeniorFull timeFlexible hours$420k
...NEED TO FILL NOW!!!SENIOR ASSOCIATE OR COUNSEL ATTORNEY – REAL ESTATELocation: New York, NYHYBRIDOur client... ...Associate or Counsel to join its Real Estate practice in New York. This role is... ...childcare support, retirement and savings plans; generous paid time off, wellness...SeniorWork at office- The Misch Group seeks an experienced private client attorney to manage or influence a substantial client book in estate planning, trust administration or private client services. Ideal candidates have seven to ten years of experience and a portable book of approximately...Senior
$250k - $300k
Sills Cummis & Gross PC in New York is seeking an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment...Senior- ...Chambers US, a full-service law firm, seeks an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate...Senior
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