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Provide expert legal advice on estate planning, trusts, tax planning, succession planning, wills, and probate.
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Manage and grow a portfolio of clients, acting as their primary legal advisor.
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Draft and oversee legal documents, including wills, trusts, and powers of attorney.
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Ensure compliance with AML, KYC, and data protection laws.
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Develop new business opportunities through networking and marketing initiatives.
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Collaborate with financial advisors, accountants, and other professionals to provide integrated client services.
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Monitor financial performance, billing, and profitability within the department.
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Represent clients in disputes or negotiations related to estates, trusts, and family wealth.