Family Wealth Associate Attorney

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.

Benefits:

• Discretionary bonuses based on performance.
• Comprehensive health and welfare benefits.
• Paid vacation, parental leave, and sabbatical options.
• Opportunities for professional development and career advancement.

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.