The Role
Seek experienced trust and estate attorneys with ~7–10+ years and a portable client book (~$10M+). Provide estate planning, trust administration, advise high-net-worth clients, manage and grow client relationships, coordinate with tax/investment professionals, ensure compliance, and support integration of acquired books and practice transitions.
Summary Generated by Built In
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 ForIdeal 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
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 StartedIf 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.
Skills Required
- Minimum seven to ten years of experience in trust and estate law or private client advisory
- Portable client book of approximately ten million dollars or more in client assets or equivalent relationship value
- Experience advising high net worth clients, families, or business owners
- Strong communication skills and ability to manage long-term client relationships
- Planning-focused, client-centric mindset with experience in estate planning and trust administration
- Willingness to participate in confidential transitions, integration of acquired books, and firm partnership/succession planning
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The Company
What We Do
The Misch Group is a premier executive search and staffing agency dedicated to connecting world-class organizations with high-caliber talent, and also operates as an independent, full-service international brokerage firm covering all lines of insurance.
