Family Wealth Associate

Profile

Job Overview:
A highly respected law firm is seeking an Associate with 4-7 years of experience for its Family Wealth practice in San Francisco. This practice serves high-net-worth and ultra-high-net-worth individuals, families, and privately-owned businesses, with a particular focus on family wealth generated from industries such as technology, real estate, finance, and food and beverage (e.g., wine). The associate will join a team that provides tailored legal services to meet the unique needs of clients in these sectors, with opportunities for autonomy and client relationship development.

Location:

• San Francisco, CA

Duties:

• Provide legal support to high-net-worth and ultra-high-net-worth individuals, families, and family offices.
• Assist with the management and protection of family wealth, including tax planning, estate planning, and business succession.
• Support clients in the technology, real estate, finance, and food and beverage industries.
• Work closely with senior attorneys in developing and expanding client relationships.
• Draft and review estate planning documents, trusts, and related legal documents.
• Advise clients on wealth transfer strategies, business formation, and tax-efficient estate plans.
• Participate in client meetings and assist in addressing complex legal matters affecting family wealth.

Requirements:

• 4-7 years of experience in family wealth or estate planning.
• Strong experience in tax planning, wealth management, and estate administration.
• Ability to handle complex legal matters and demonstrate autonomy in client interactions.
• Experience with high-net-worth clients and family offices, with an understanding of their unique legal and business needs.
• Strong interpersonal skills and ability to manage client relationships effectively.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• LLM in Taxation is desirable but not mandatory.
• Must be licensed and in good standing with the State Bar of California.

Skills:

• Expertise in family wealth, estate planning, and tax law.
• Strong written and verbal communication skills.
• Ability to handle sensitive matters with discretion and professionalism.
• Excellent problem-solving and analytical skills.
• Ability to work independently and collaboratively in a team environment.

Benefits:

• Discretionary hours-based and additional performance-based bonuses.
• Health and welfare benefits.
• Paid vacation and leave time (including parental and sabbatical).
• Paid holidays.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306