A private wealth practice in Richmond is seeking an experienced attorney to advise individuals and closely held businesses on the wealth, tax and fiduciary matters that shape long-term plans. This Counsel role offers meaningful client-facing advisory work across estate and succession planning.
The Work
- Advise individuals and closely held businesses on wealth, tax and fiduciary matters, helping clients navigate issues that affect personal and business interests.
- Counsel clients on estate planning approaches designed to support their short- and long-term goals.
- Guide succession planning for individuals and closely held businesses, addressing continuity and long-range objectives.
- Consider related tax and fiduciary concerns as part of a broad advisory approach to clients’ wealth and planning needs.
- Work directly with clients to understand their circumstances and provide advice responsive to their objectives.
What You Bring
- Three to six years of relevant legal experience.
- Experience advising on private wealth matters for individuals, closely held businesses, or both.
- Knowledge of estate planning and succession planning considerations.
- Ability to advise on tax and fiduciary matters affecting clients’ wealth and planning objectives.
- Strong client-service skills and the ability to understand and respond to clients’ short- and long-term goals.
Why Consider It
Join a private wealth practice with a broad advisory focus and a roster of sought-after thought leaders who serve in leadership roles for prominent organizations.
Compensation & Benefits
The position offers client-facing work across wealth, tax, fiduciary, estate and succession matters, along with competitive salary, hours and merit bonus opportunities, billable-hours credit for pro bono work, and ongoing career-support initiatives.
Confidentiality
This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.