NexWealth · 4 hours ago
Estate and Trust Attorney, LLM in Taxation
Philadelphia, PA
Full-time
Onsite
Mid, Senior Level
3+ years expNexWealth is a registered investment advisor and multi-family office, seeking an experienced Estate and Trust Attorney to support their high-net-worth client base. The role involves advising on complex estate planning strategies, trust structures, and tax-efficient wealth transfer within a coordinated family office structure.
Financial Services
Responsibilities
Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
Work closely with clients and their outside legal counsel
Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
Meet with clients to review and discuss estate planning strategies and supervise document execution
Research and draft memoranda on tax-related topics
Qualification
Required
Bachelor's degree
JD + LLM in Taxation
Minimum of 3-5 years experience working with estates and trusts
Experience working with and comfort communicating with high net worth clients
Working knowledge of federal tax law
Work in firm's Philadelphia office (this is not a remote position)
Organized, detail-oriented, with strong interpersonal skills
Team player
Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations
Preferred
Prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment
Exceptional technical competence
Strong judgment and discretion
Ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment
Company
NexWealth
The NexWealth family office was created to meet the needs of a limited number of families who needed more integration, transparency, and customization that the industry has to offer.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matthew West, CIMA
Founder
Company data provided by crunchbase