Private Client Attorney, Wealth Strategy

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position

This is a senior wealth strategy role for an accomplished private client attorney with deep experience advising ultra-high-net-worth individuals and families.

The ideal candidate will bring substantial experience advising ultra-high-net-worth clients through a highly regarded private client, trusts and estates, or tax practice, whether at a national law firm, sophisticated boutique, or independent practice. The successful candidate will apply that legal and technical foundation in a highly collaborative, client-facing wealth management environment.

Rockefeller Private Office brings together wealth planners, tax advisors, trusts and estates attorneys, and other specialists to deliver integrated advice across estate planning, tax strategy, wealth transfer, charitable planning, business succession, and family governance. The Senior Wealth Strategist will help clients and prospects evaluate complex planning opportunities, translate technical concepts into clear recommendations, and coordinate implementation with internal partners and clients' external counsel, accountants, and other advisors.

Responsibilities

• Client & Prospect Engagement: Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters. Effectively communicate complex financial concepts in a clear, confident, and relatable manner.
• Planning Analysis & Recommendations: Analyze client circumstances, including review of trust and estate planning and business organizational documents and develop customized planning recommendations. Review and present financial models and quantitative analyses that illustrate the economic, tax, and estate planning implications of strategies under consideration by clients and prospects.
• Strategy Execution & Coordination: Drive the implementation and execution of planning strategies by coordinating with internal and external stakeholders, including Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third-party advisors. Ensure planning recommendations are effectively executed and aligned with client objectives.
• Technical Subject Matter Expertise: Serve as a subject matter expert and technical resource for advisors, clients, and centers of influence on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters.
• Business Development Support: Partner with Private Advisors to identify planning opportunities, deepen existing client relationships, and contribute to business development efforts through the delivery of highly customized planning advice and strategic insights.
• Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities.
• Talent Development & Mentorship: Develop and mentor junior team members through collaboration on client engagements, technical coaching, training initiatives, and ongoing professional development opportunities that strengthen the team's expertise and client service capabilities.
• Practice Development: Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm’s planning capabilities.

Qualifications

• Bachelor’s degree required. Juris Doctor (JD) required Masters of Law in Taxation (LLM) preferred ,
• 10+ years of experience working with UHNW clients on wealth planning in the context of tax, trust and estate law, accounting, or a related field with a focus on clients in the $25MM+ net worth segment.
• Experience with tax planning, wealth transfer strategies, and financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas.
• Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.

Skills

• Exceptional presentation and interpersonal skills
• Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines
• Excellent communication skills on complex matters, both written and oral
• Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to review detailed financial plans, projections, and presentations.
• Ability to quickly adapt to new technologies and tools that enhance the planning process.
• Enthusiastic and positive approach to problem-solving and client service
• Strong collaboration and partnership skills

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.