This remains an active confidential search at partner level. The brief is revisited each cycle with the client, and the description below is the current version.

Established national firm is seeking a lateral partner to join and grow its Tax and Estate Planning practice in the Baltimore office. The role focuses on advising high-net-worth individuals, family offices and trustees on tax-efficient wealth transfer, trust and estate administration, and related planning strategies.

This is a senior leadership role that will involve originating and expanding client relationships, supervising associates, and collaborating with colleagues across the firm’s broader tax and private client platform.

Portable book of business of $2M+ (USD)
Proven track record in private client tax, trusts and estates with demonstrable origination ability
Experience leading and mentoring a team and working collaboratively across practice groups
Active bar admission in Maryland (or eligible to transfer)

Where the match is not obvious from the description, it is still worth a conversation — these mandates flex around the right practice.

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Confidential. We never contact your current employer.