Posted on
Sep 20, 2024
Valid Through
Oct 20, 2024
Profile
A law firm in San Francisco is seeking an experienced Associate Attorney to join its highly respected Family Wealth practice. The successful candidate will work with high-net-worth and ultra-high-net-worth individuals, families, privately-owned businesses, and family offices, with a particular focus on industries such as technology, real estate, finance, and food and beverage. This role offers the opportunity for autonomy while supporting the firm's Private Client Industry Group.
Duties:
- Advise high-net-worth individuals, families, and businesses on estate planning, wealth management, and related legal matters.
- Assist in building and maintaining client relationships, providing tailored legal solutions.
- Work with a diverse client base, including domestic and international clients, particularly those in California’s technology, real estate, finance, and food/beverage sectors.
- Collaborate with team members to address the unique legal and business needs of clients.
- Draft legal documents, including wills, trusts, and estate planning instruments.
- Stay current with changes in tax law and estate planning regulations to provide informed counsel.
Requirements:
- 4-6 years of experience in family wealth, estate planning, or related legal practice.
- Ability to work autonomously while managing complex client relationships and legal matters.
Education:
- Juris Doctor (JD) degree from an accredited law school.
Certifications:
- Admission to the California State Bar.
- LLM in taxation is desirable but not required.
Skills:
- Strong analytical, research, and drafting skills.
- Excellent communication and client management abilities.
- Ability to handle high-level and sensitive client matters with discretion.
- Knowledge of tax law and estate planning is a plus.
Company info
BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306