Wealth Management Counsel – Private Client & Estate Strategy

Wealth Management Counsel – Private Client & Estate Strategy

Location: Boston, Massachusetts (Hybrid Flexibility Available)
Compensation: $345,000 – $435,000 base + bonus + premium benefits
Schedule: Full-Time

Overview

A leading global law firm with a premier private client practice is seeking an experienced Wealth Management Counsel to join its sophisticated estate and tax advisory group. The practice works closely with high-net-worth individuals, founders, executives, and family enterprises on complex wealth preservation and transfer strategies.

This role offers exposure to high-value planning matters that intersect with corporate transactions, liquidity events, and multi-generational wealth structuring within a highly collaborative advisory environment.

Role Responsibilities

This attorney will advise clients on advanced estate planning and private wealth strategies, including:

• Designing and implementing estate, gift, and generation-skipping transfer tax strategies
• Managing complex trust and estate administration matters from planning through execution
• Advising fiduciaries, trustees, and family offices on governance, structuring, and risk considerations
• Preparing financial and tax analyses related to wealth transfer and succession planning
• Supporting business owners and executives on estate implications tied to corporate transactions and liquidity events
• Drafting and reviewing trusts, wills, and other estate planning instruments

Qualifications

• Juris Doctor (J.D.) from an accredited law school with strong academic credentials
• Active bar admission in a U.S. jurisdiction or eligibility for admission
• 5+ years of experience in estate planning, trust administration, and tax-focused legal work
• Strong drafting, analytical, and client advisory capabilities
• Ability to independently manage complex private client matters

Preferred Experience

• LL.M. in Taxation, Estate Planning, or related field
• Experience advising founders, executives, or family offices during liquidity events (M&A, IPO, etc.)
• Familiarity with closely held business structures and family governance planning
• Business development experience or portable client relationships

What’s Offered

• Competitive base salary with bonus eligibility
• Premium benefits package and healthcare coverage
• Hybrid work flexibility
• Exposure to ultra-high-net-worth clients and sophisticated planning structures
• Collaborative, high-level advisory environment