The Misch Group Logo

The Misch Group

Private Client Attorney with Portable Book

Posted 28 Days Ago
Be an Early Applicant
Hybrid
New York, NY, USA
300K-1M Annually
Senior level
Hybrid
New York, NY, USA
300K-1M Annually
Senior level
Provides estate planning, trust administration, and private client legal services for high-net-worth individuals, families, and business owners. Manages and expands portable client relationships, coordinates with tax and investment professionals, supports practice and book integrations, and ensures legal, ethical, and fiduciary compliance. The role is suited to attorneys with substantial trust and estate experience and significant client assets or relationship value.
The summary above was generated by AI
We are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services.

This role is ideal for attorneys who want:
  • A larger and more sophisticated platform for their clients
  • A smooth and confidential transition for clients
  • Support with practice management, compliance and operational oversight
  • A clear pathway for succession planning or long-term partnership
  • A firm capable of integrating smaller books and agencies into a unified structure
Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work.


Key Responsibilities
Responsibilities may include:
  • Providing estate planning, trust administration and private client legal services
  • Advising high net worth clients, families and business owners
  • Managing and expanding a book of client relationships
  • Coordinating with internal tax, investment and planning professionals
  • Supporting the integration of acquired agencies or books of business
  • Ensuring compliance with legal, ethical and fiduciary requirements
  • Building long-term relationships rooted in planning, generational strategy and client care
Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys.
What We Are Looking For

Ideal candidates bring:
  • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields
  • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
  • Strong communication skills and the ability to manage long-term client relationships
  • Experience supporting high net worth individuals, families, or business owners
  • A planning focused, client centric mindset
  • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform
We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.

 Private Client Attorney with Portable Book 

Skills, Knowledge and Expertise
Ideal candidates bring:
  • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields
  • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
  • Strong communication skills and the ability to manage long-term client relationships
  • Experience supporting high net worth individuals, families, or business owners
  • A planning focused, client centric mindset
  • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform
We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.

Benefits
Compensation is structured based on:
  • Experience
  • Client book size and relationship value
  • Fee revenue
  • Integration needs
  • Long-term potential for partnership or equity
Why Join Us

Becoming part of our firm provides:
  • Immediate access to a national client service platform
  • A 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
  • A confidential introduction and interview process with firm leadership
Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks.
Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth.
How to Get Started

If you are open to a confidential conversation to explore whether this platform aligns with your clients and long-term goals, apply today. Our transition and acquisition team will reach out to learn more about your background and discuss options.

About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.

Similar Jobs

3 Minutes Ago
Hybrid
New York, NY, USA
100K-112K Annually
Senior level
100K-112K Annually
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Manages daily broadcast operations for NBC Sports, including sporting event planning, transmission scheduling, live ingest, remote production connectivity, and coordination with media outlets, master controls, vendors, and production teams. Oversees budgets, distributes transmission information, supports breaking news and sports newsgathering, and operates broadcast infrastructure such as routers, video scopes, Multiviews, and communications panels. Requires extensive broadcast operations experience and availability for all shifts.
Top Skills: AirspeedBroadcast RoutersCommunications PanelsFiber TransmissionMedia GridMicrosoft 365MultiviewsSatellite TransmissionScheduallTelestreamVideo Scopes
An Hour Ago
Easy Apply
Hybrid
New York, NY, USA
Easy Apply
213K-278K Annually
Senior level
213K-278K Annually
Senior level
Fintech • HR Tech
Lead organization-wide technical initiatives for Gusto’s API and AI agent platform. Design reliable, scalable API contracts and agent-facing tools, write clean Ruby on Rails code, mentor engineers, improve reliability and observability, engage developer customers, and troubleshoot production issues.
Top Skills: Ai Agent ToolingAPIsGraphQLMcp ServersRubyRuby On Rails
An Hour Ago
Easy Apply
Hybrid
New York, NY, USA
Easy Apply
121K-181K Annually
Senior level
121K-181K Annually
Senior level
HR Tech • Payments • Professional Services • Software
Own funnel and lifecycle operations across prospect and customer journeys. Manage lead intake, enrichment, scoring, routing, segmentation, nurture eligibility, lifecycle triggers, handoffs, and re-engagement. Partner cross-functionally to improve data quality, journey execution, measurement, and governance across CRM, marketing automation, and customer-engagement platforms. Use analytics, AI, and experimentation to reduce funnel leakage, improve prioritization, and support conversion, adoption, retention, and expansion.
Top Skills: AIAutomationCRMCustomer-Engagement PlatformsMarketing Automation Platforms

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account