Private Wealth Services Associate - NY

Responsibilities

• Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters
• Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
• 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 an Am Law firm or leading boutique
• 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)
• To apply, submit your resume, cover letter and law school transcript (unofficial transcript is acceptable).
• Submissions from search firms will only be accepted through our web portal for third party submissions; for access, contact Dan Stone at stoned@gtlaw.com
• The expected pay range for this position is:
• Salary Range: $310,000 - $420,000
• GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

Benefits

Additional Information

The Private Wealth Services group is seeking a mid-level associate (4-7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

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