Roots and Wings Legal

Compensation

Full Description

About Us Roots & Wings Legal is a boutique firm serving enterprising families, founders, and business owners on matters of private wealth, estate, and succession planning. Our clients seek large-firm sophistication delivered through a boutique lens — deep technical skill paired with warmth, integrity, and long-term stewardship. We believe in legacy that’s both rooted and forward-looking — and we’re building a firm that reflects that same balance. The Opportunity We’re looking for a lateral partner or senior attorney who shares our vision of building a modern, relationship-driven Private Wealth practice. This role is ideal for an attorney who brings both expertise and heart — someone who thrives in a collaborative environment and sees client work as both counsel and calling. You’ll work closely with firm leadership to shape the next chapter of our growth. The position offers autonomy, creative input, and origination-based profit participation within a culture that values mastery, generosity, and purpose. Qualifications • 10+ years of experience advising high-net-worth or ultra-high-net-worth families on estate, gift, and generation-skipping transfer tax planning. • Strong drafting ability with trusts, GRATs, CLATs, QPRTs, and family-entity structures. • Deep understanding of charitable and foundation planning. • Proven client relationship management and mentoring capability. • Entrepreneurial mindset and collaborative spirit — excited to grow something meaningful together. • Licensed to practice in California.