Chief Trust Officer (Attorney) / 10+ years / Wilmington, Stamford, Palm Beach, Naples, or Charlotte

💰 Compensation: Competitive (based on experience)

We’re partnering on a search for an experienced trust and estates professional to lead a sophisticated fiduciary practice serving high-net-worth individuals, families, foundations, and family office clients. This leadership opportunity is ideal for an attorney or wealth management professional with 10+ years of estate and trust experience who is ready to play a strategic role in both client advisory work and business growth.

Highlights include:
✔️ Oversight of trust administration and fiduciary operations
✔️ Estate planning, tax, and wealth advisory for ultra-high-net-worth clients
✔️ Leadership of fiduciary governance and trust committee responsibilities
✔️ Collaboration with wealth planning and investment professionals
✔️ Relationship development with attorneys, accountants, and other referral sources
✔️ Opportunity to help shape and grow a premier private wealth platform

Ideal candidates will have:

  • 10+ years of trust and estate experience in a law firm, private wealth, or fiduciary environment
  • Strong knowledge of fiduciary administration, estate planning, and tax matters
  • Outstanding client relationship and leadership skills
  • J.D. required; LL.M. in Taxation and/or CFP designation is a plus

📍 Locations: Wilmington, Stamford, Palm Beach, Naples, or Charlotte

If you’re interested in learning more, or know someone who may be a great fit, we’d love to connect.

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