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1 result for Associate Wealth Advisor in Ashburn, VA
- Washington, DC
- onsite
- Permanent
- 150000 - 200000 USD / Yearly
- <p>We are looking for a motivated Associate Attorney to join our client in Washington, DC. This position is focused on supporting high-net-worth individuals, families, and privately held businesses with tailored trusts and estates strategies to preserve wealth and plan for future generations. The ideal candidate will contribute to a collaborative environment, working closely with partners while managing comprehensive legal and financial strategies.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the creation and management of trusts, estate plans, and investment strategies for high-net-worth clients.</p><p>• Collaborate with accountants and tax professionals to develop tax-efficient legal structures and strategies.</p><p>• Draft, review, and tailor legal documents to meet the unique needs of clients.</p><p>• Ensure compliance with relevant laws and regulations while maintaining client confidentiality.</p><p>• Provide guidance to clients on wealth preservation and succession planning across multiple generations.</p><p>• Analyze and prepare contracts and other legal documentation with a focus on trusts and estates.</p><p>• Manage ongoing relationships with clients, addressing their evolving legal needs.</p><p>• Conduct research on tax jurisdictions and financial policies to optimize client benefits.</p><p>• Shadow partners to gain deeper insights into firm practices and client management.</p><p>• Participate in regular client meetings to understand goals and provide strategic legal advice.</p>
- 2026-02-25T00:00:00Z