Private Client Attorney – Portable Book

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🕒 May 29

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Stone Hendricks Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Stone Hendricks Group is a direct-hire and staffing firm that specializes in recruiting and placing qualified professionals across multiple sectors. They provide end-to-end hiring support—sourcing, screening, and pre-interviewing candidates—to help employers quickly fill roles in areas such as architecture, engineering, finance & accounting, insurance, healthcare, and video game/interactive. Stone Hendricks Group emphasizes a proven process, extensive candidate network, and recruiting technology to deliver culture-fit hires and reduce time-to-fill for businesses.

📋 Description

• Providing estate planning, trust administration and private client legal services • Advising high net worth clients, families and business owners • Managing and expanding a book of client relationships • Coordinating with internal tax, investment and planning professionals • Supporting the integration of acquired agencies or books of business • Ensuring compliance with legal, ethical and fiduciary requirements • Building long-term relationships rooted in planning, generational strategy and client care.

🎯 Requirements

• A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value • Strong communication skills and the ability to manage long-term client relationships • Experience supporting high net worth individuals, families, or business owners • A planning focused, client centric mindset • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform.

🏖️ Benefits

• Immediate access to a national client service platform • A structured process for onboarding and transitioning client relationships • Operational support that reduces administrative work • Strategic help with acquisitions, book integration and long-term growth • Collaboration with attorneys, planners and advisors who support high net worth clients • A confidential introduction and interview process with firm leadership • Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth.