Private Client Attorney – Portable Book

Stone Hendricks Group

. Provide estate planning, trust administration and private client legal services .

Posted 9/17/2026full-timeNew York City • New York • United StatesSeniorLead💰 $300,000 - $1,000,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning, trust administration, and private client legal services, with a strong focus on managing high net worth client relationships and ensuring compliance with legal and fiduciary requirements.

Highest-signal resume keywords

Estate PlanningTrust AdministrationHigh Net Worth Client AdvisoryClient Relationship ManagementCompliance with Legal and Ethical Standards

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate PlanningTrust AdministrationPrivate Client Legal ServicesClient Asset ManagementFiduciary Compliance

Soft Skills

Strong Communication SkillsClient-Centric MindsetRelationship Building

Industry Keywords

High Net Worth IndividualsBusiness DevelopmentGenerational StrategyClient TransitionConfidential Discussions

About the role

Key responsibilities & impact

Provide estate planning, trust administration and private client legal services
Advise high net worth clients, families and business owners
Manage and expand a book of client relationships
Coordinate with internal tax, investment and planning professionals
Support integration of acquired agencies or books of business
Ensure compliance with legal, ethical and fiduciary requirements
Build long-term relationships rooted in planning, generational strategy and client care
Support client transition and business development while reducing administrative burden
Participate in confidential discussions with firm leadership regarding platform alignment and transition options

Requirements

What you’ll need

Minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields
Currently manage or influence approximately ten million dollars or more in client assets, or maintain a strong book of long-term client relationships
Portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
Experience supporting high net worth individuals, families, or business owners
Strong communication skills and ability to manage long-term client relationships
Planning-focused, client-centric mindset
Interest in joining a firm actively acquiring smaller books and practices and integrating them into a cohesive platform
Ability to provide estate planning, trust administration and private client legal services
Ability to ensure compliance with legal, ethical and fiduciary requirements

Benefits

Comp & perks

Immediate access to a national client service platform
Structured process for onboarding and transitioning client relationships
Operational support that reduces administrative work
Strategic help with acquisitions, book integration and long-term growth
Collaboration with attorneys, planners and advisors who support high net worth clients
Confidential introduction and interview process with firm leadership
Models may include incentive structures tied to client assets
Long-term participation in firm growth
Potential for partnership or equity
Salary models may be available