Our client is a private family office focused on wealth preservation, investment management, and financial planning. They operate in a fast-paced, high-net-worth environment, providing sophisticated legal and financial solutions with discretion and professionalism.
Job Overview
We are seeking a Junior Attorney with strong financial acumen and a strategic mindset to advise on corporate, insurance, and estate planning matters. The ideal candidate is entrepreneurial, analytical, and business-savvy, with experience in investment structures, regulatory compliance, and asset protection.
Key Responsibilities
Strategic Legal and Financial Counsel
Advise on corporate governance, financial transactions, and investment structures
Provide risk management strategies for high-net-worth assets and businesses
Ensure regulatory compliance across tax, corporate, and investment laws
Corporate Transactions and Investment Structuring
Draft and negotiate private equity, real estate, and alternative asset agreements
Support mergers and acquisitions and joint ventures, assessing legal risks and opportunities
Collaborate with financial teams to align legal and investment strategies
Estate and Tax Planning
Develop sophisticated trusts, wills, and estate planning strategies
Work with financial planners on tax optimization and wealth preservation
Ensure seamless integration of legal and financial frameworks
Regulatory Compliance and Insurance Law
Monitor and adapt to corporate, tax, and financial regulations
Provide legal guidance on insurance policies, claims, and risk management
Oversee compliance with financial reporting and investment regulations
Litigation Support and Special Projects
Manage external counsel for business disputes, tax issues, and litigation
Draft legal documents, discovery responses, and settlement agreements
