Private Client & Estates: lateral market monitor

From November 2025 to October 2026, Sartori & Partners recorded 331 lateral moves in Private Client & Estates, 2.3% of all lateral moves we tracked. On settled windows the count went from 308 to 336 (+9.1%), a change inside the noise of the two counts, so we read it as flat.

The level mix sits close to the market: partners are 32.6% of arrivals, against 27.7% market-wide. On settled windows partner moves alone went from 90 to 109 (+21.1%), a change inside the noise of the two counts, so we read it as flat. 16.0% of movers stepped up a level when they changed firm, against 12.9% for the market.

192 firms hired at least one lateral in Private Client & Estates in the window. The ten firms at the head of the hiring table took 20.1% of arrivals (12.9% market-wide), so hiring here is moderately concentrated. First on the hiring table is Taft Stettinius & Hollister, with arrivals in the 11-20 band.

By city, Chicago comes first (7.3% of arrivals), then New York (6.9%). 25.6% of movers also changed city, against 20.5% market-wide.

For a firm planning a hire in Private Client & Estates, a flat market means candidates are not being pulled by a wave: the case for a move has to come from the platform.