District Partners has been retained by a leading national wealth-management firm that serves some of the country’s most sophisticated high-net-worth and ultra-high-net-worth families. The firm’s Family Office division integrates investment management, estate and tax planning, trust administration, and philanthropic advisory to help clients preserve and grow multi-generational wealth.

We are seeking a seasoned Estate Attorney & Wealth Strategist — a dynamic professional who blends deep legal knowledge with a holistic approach to family-wealth planning. This is a rare opportunity to join an elite, values-driven team that sits at the intersection of law, finance, and legacy.

As an Estate Attorney & Wealth Strategist, you’ll advise affluent families and business owners on comprehensive estate and wealth-transfer strategies—designing sophisticated structures that align with their goals and family dynamics. You’ll collaborate closely with advisors, tax specialists, and attorneys to implement trusts, gifting programs, charitable vehicles, and multi-generational governance frameworks.

What You'll Have:

• Experienced estate-planning attorney with 5 + years in private practice, or
• wealth-management professional with a strong legal background in trusts & estates.
• Deep understanding of estate, gift, and generation-skipping transfer tax concepts.
• Exceptional communicator able to translate complex strategies into meaningful client conversations.
• Entrepreneurial mindset and a passion for building lasting client relationships.
• Collaborative partner who thrives in a multi-disciplinary family-office environment.

Why This Opportunity:

Join a firm that is redefining modern family-office service—one that values intellectual rigor, creativity, and empathy as much as technical expertise. You’ll have direct exposure to some of the most compelling client situations in wealth management and the autonomy to craft impactful legacy plans that stand the test of time.

Location: Flexible — Offices in Los Angeles, Century City, and Washington DC

Compensation: On-target earnings around $300K (commensurate with experience)