Trusts & Estates Partner

Job not on LinkedIn

🔥 4 minutes ago

🏄 California, Florida, +2 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🗽 New York – Remote 🤠 Texas – Remote

💵 $400k - $700k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🪙 Affiliate Manager

👻 Ghost score 0%

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SIVAD Consulting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2018

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

SIVAD Consulting is a woman-owned hiring partner and consulting firm based in Maryland that provides tailored recruiting and talent-acquisition services. The company offers recruiting management, staff augmentation, resource management, sourcing specialists, program/project managers, and business process analysis and re-engineering to corporate, government (including classified and non-classified contracts), and nonprofit clients. SIVAD emphasizes strong client relationships, time-sensitive delivery, and creating a positive candidate experience while supporting the full hiring lifecycle.

📋 Description

• Lead and grow a partner-level trusts and estates practice • Advise high-net-worth and ultra-high-net-worth individuals and families on complex estate, gift, and wealth transfer planning • Structure and advise family offices and private investment entities • Counsel clients on trust formation, administration, and fiduciary matters • Develop succession plans for closely held businesses and investment structures • Address cross-border and international estate planning issues • Coordinate closely with tax, corporate, real estate, and litigation partners to deliver integrated client solutions • Build and maintain long-term advisory relationships with clients and their professional advisors

🎯 Requirements

• $750K+ portable book of business • Partner-level (or senior counsel with clear partner trajectory) experience in Trusts & Estates • A practice focused on high-net-worth and ultra-high-net-worth individuals, not high-volume or commoditized estate planning • 8+ years of experience as a partner-level attorney in entertainment law • Geographic presence or client base in key private wealth markets (Florida, Texas, New York, California) • Experience with clients whose needs cross into other practice areas • Demonstrated experience with complex estate and wealth transfer planning • Collaborative mindset, interested in cross-selling with other partners • Entrepreneurial approach to growing their legal practice • Juris Doctor (JD) from an accredited law school • Family office or private investment structure experience preferred • Cross-border or international estate planning experience preferred • Existing relationships with accountants, wealth managers, or financial advisors preferred