Private Wealth Attorney

2 days ago


New York, New York, United States C&M Legal Search, LLC Full time
Private Wealth Attorney Role

The Private Wealth Attorney position is part of an international wealth planning practice, focusing on advising high net worth individuals, family businesses, and family offices.

Key Responsibilities
  • Address complex taxation issues
  • Provide guidance on fiduciary structures, governance, and succession matters
  • Draft wills and trusts
  • Manage wealth transfer
  • Develop and implement tax and succession planning strategies
Requirements
  • JD degree required
  • LLM in tax advantageous
  • Minimum of two years of law firm experience
  • Knowledge of U.S. estate and gift tax, grantor trust rules, and international wealth planning
  • Familiarity with income and transfer tax rules for non-U.S. residents and U.S. residents with foreign assets
  • Experience with pre-immigration and expatriation planning a plus
  • Strong project management skills, attention to detail, and ability to handle multiple priorities
  • Proficiency in Excel and PowerPoint desirable
  • Spanish language skills a plus
Compensation

Salary range: $175,000 to $220,000, based on experience



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