Wealth Management Associate

Wealth Management Associate at Choate, Hall & Stewart LLP Wealth Management Associate at Choate, Hall & Stewart LLP in Brookline Village, Massachusetts Posted in 8 days ago.

Type:

full-time

Job Description:

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 is seeking 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: Developing long-term estate planning strategies Drafting estate planning documents Advising on lifetime gifts Handling estate and trust administration matters Assisting with advising family businesses and charitable organizations The Benefits and How to Apply Salary offered up to $435,000 (bracket is negotiable, depending on experience) Hybrid working arrangement Dental Insurance 401(k) Retirement plan Life Insurance Paid Time Off Parental Leave Commuter benefits Apply in the strictest of confidence online or via telephone - there is no need for a resume for an initial conversation.

Contact:

Robert Holland, Recruitment Consultant WhatsApp:

+44 7951 097 638 : robert.holland@williamjamesrecruitment.com