Wealth Management Associate
Choate, Hall & Stewart LLP, Boston, MA, United States
This is an exciting opportunity for a sophisticated Wealth Management Associate to join a highly ranked practice in Boston, the firm are known for their exceptional client service and expertise.
Our client is searching for an experienced Estate Planning Attorney to join their high‑touch multi‑family office, providing tailored estate, philanthropic, and tax planning services to ultra‑high net worth clients.
The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long‑term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in‑house investment and trust professionals.
Focus on sophisticated estate planning and gift and estate tax analysis.
Help some of the world’s wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in‑house investment and trust administration professionals.
Work with ultra‑high net worth clients on various sophisticated wealth planning issues, including:
Drafting estate planning documents
Advising on lifetime gifts
Handling estate and trust administration matters
Assisting with advising family businesses and charitable organizations
Benefits
Salary offered up to $435,000 (bracket is negotiable, depending on experience)
Hybrid working arrangement
Life Insurance
Paid Time Off
#J-18808-Ljbffr
Our client is searching for an experienced Estate Planning Attorney to join their high‑touch multi‑family office, providing tailored estate, philanthropic, and tax planning services to ultra‑high net worth clients.
The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long‑term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in‑house investment and trust professionals.
Focus on sophisticated estate planning and gift and estate tax analysis.
Help some of the world’s wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in‑house investment and trust administration professionals.
Work with ultra‑high net worth clients on various sophisticated wealth planning issues, including:
Drafting estate planning documents
Advising on lifetime gifts
Handling estate and trust administration matters
Assisting with advising family businesses and charitable organizations
Benefits
Salary offered up to $435,000 (bracket is negotiable, depending on experience)
Hybrid working arrangement
Life Insurance
Paid Time Off
#J-18808-Ljbffr