Private Wealth Services Associate

Profile

Job Overview

A law firm seeks a mid-level Private Wealth Services Associate to join its New York office. The role involves advising high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Duties

• Advise clients on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters.
• Structure and implement sophisticated estate plans, including wills, trusts, and family limited partnerships.
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning.
• Assist with estate and trust administration, including post-mortem tax planning.
• Work on cross-border and multi-jurisdictional planning matters where applicable.
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions.
• Participate in client development and maintain strong client relationships.

Requirements

• 4-7 years of experience in trusts and estates/private wealth services at a leading firm.
• Strong background in estate planning and wealth transfer strategies for high-net-worth individuals.
• Experience drafting complex estate planning documents independently.
• Exposure to estate and trust administration is preferred.
• Excellent academic credentials and strong writing/analytical skills.
• Admission to the New York Bar (or ability to waive in).

Education

• Juris Doctor (JD) degree.

Certifications

• Admission to the New York Bar.

Skills

• Strong analytical and writing skills.
• Ability to work collaboratively across practices.
• Client development and relationship management skills.

Benefits

• Health insurance with optional HSA.
• Short term and long term disability insurance.
• Dental and vision care.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts.
• 401K plan.
• Vacation and sick time.
• Employee assistance program.
• Voluntary accident, life, disability, critical illness, and cancer insurance.
• Pet insurance.
• Commuter and transit programs in certain markets.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306