The Personal Planning and Private Services team provides a range of estate planning services, guiding individuals, entrepreneurs, and executives toward effective wealth transfer. Clients seek their counsel on preparation of wills, trusts, powers of attorney, probate and trust administration, and guidance on business succession and tax planning. They also support their clients with international trust and estate services, family office services, and federal tax.
As a mid-level Associate in the Personal Planning group, you will work alongside a team of highly experienced practitioners on sophisticated transactions at a national level. This role offers the opportunity to advise individuals and families with advanced estate and tax planning techniques.
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.
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