Private Client Associate

For high-net-worth individuals and families, preserving wealth isn’t just about numbers, it’s about protecting a legacy across generations. This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate and wealth transfer planning, including trust administration, inheritance and gift taxation, generation-skipping transfer tax issues, and sophisticated strategies for estate preservation. Whether it’s planning for the future of a family business, minimizing estate and income tax exposure, or navigating the complexities of international holdings, this is an opportunity to help clients structure their estates with clarity, confidence, and long-term purpose. If you’re seeking tailored mentorship, and world-class Private Client services, this is an opportunity to join a wonderful team.

Responsibilities

Advise clients — both domestic and international — on the full spectrum of estate and wealth transfer planning, including trust administration, inheritance and gift taxation, generation-skipping transfer tax issues, and sophisticated strategies for estate preservation; Help clients structure their estates with clarity, confidence, and long-term purpose

Requirements

Experience Level: Junior Level (1-3 years), Mid Level (2-5 years); PQE: 1-3 years, 4-6 years

Benefits

Tailored mentorship