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Private Client Attorney with Portable Book
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Description
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 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:
- 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.
Ideal candidates bring:
- 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 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:
- Client book size and relationship value
Fee revenue
Integration needs
Long-term potential for partnership or equity
Becoming part of our firm provides:
- 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.
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 The Misch Group
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.
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