Family Wealth Associate

Job Overview:
A highly respected law firm is seeking an Associate with 4-7 years of experience for its Family Wealth practice in San Francisco. This practice serves high-net-worth and ultra-high-net-worth individuals, families, and privately-owned businesses, with a particular focus on family wealth generated from industries such as technology, real estate, finance, and food and beverage (e.g., wine). The associate will join a team that provides tailored legal services to meet the unique needs of clients in these sectors, with opportunities for autonomy and client relationship development.

Location:

• San Francisco, CA

Duties:

• Provide legal support to high-net-worth and ultra-high-net-worth individuals, families, and family offices.
• Assist with the management and protection of family wealth, including tax planning, estate planning, and business succession.
• Support clients in the technology, real estate, finance, and food and beverage industries.
• Work closely with senior attorneys in developing and expanding client relationships.
• Draft and review estate planning documents, trusts, and related legal documents.
• Advise clients on wealth transfer strategies, business formation, and tax-efficient estate plans.
• Participate in client meetings and assist in addressing complex legal matters affecting family wealth.

Requirements:

• 4-7 years of experience in family wealth or estate planning.
• Strong experience in tax planning, wealth management, and estate administration.
• Ability to handle complex legal matters and demonstrate autonomy in client interactions.
• Experience with high-net-worth clients and family offices, with an understanding of their unique legal and business needs.
• Strong interpersonal skills and ability to manage client relationships effectively.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• LLM in Taxation is desirable but not mandatory.
• Must be licensed and in good standing with the State Bar of California.

Skills:

• Expertise in family wealth, estate planning, and tax law.
• Strong written and verbal communication skills.
• Ability to handle sensitive matters with discretion and professionalism.
• Excellent problem-solving and analytical skills.
• Ability to work independently and collaboratively in a team environment.

Benefits:

• Discretionary hours-based and additional performance-based bonuses.
• Health and welfare benefits.
• Paid vacation and leave time (including parental and sabbatical).
• Paid holidays.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.