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Brown Brothers Harriman

Private banking and wealth management

Counsel – Trust and Estates

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A Juris Doctor and active bar admission in good standing, with 10 or more years of relevant experience.
  • Deep command of trust and estate law and practical application of trust and estate document provisions; knowledge of one or more state-specific trust and estate laws is preferred.
  • Practical experience administering complex trusts and estates, including knowledge of investment structures.
  • Fluency in rules, regulations, and best practices governing trust, estate, and entity administration, including state and federal banking requirements.
  • A track record of applying legal principles to complex fact patterns and developing creative solutions to complex business problems.
  • Strong written and oral communication, drafting, and project management skills, and the ability to work effectively with senior internal and external constituencies.

Responsibilities

  • Advise trust companies on business acceptance and fiduciary administration, including reviewing governing instruments and advising on policies, procedures, operations, and workflows.
  • Review and negotiate trust agreements, wills, entity formation documents, release and account settlement agreements, engagement letters, intercompany agreements, and vendor contracts entered into in a fiduciary capacity.
  • Partner with Trust Officers, Office Heads, Wealth Planners, Relationship Managers, and external counsel on complex trust and estate administration matters, and serve as a subject matter expert to internal counsel covering litigation and other areas.
  • Track legal and regulatory developments and translate them into practical guidance, memoranda, and multistate law reviews.
  • Advise Trust Company Boards, Committees, and key projects, and provide counsel during audits and regulatory examinations.
  • Present at firmwide Legal Developments Meetings and Trust Officer training, and represent the firm in bar association and industry groups.

Desired Qualifications

  • Knowledge of one or more state-specific trust and estate laws.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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