Legal Associate – Private wealth at AndersenLegal Associate – Private wealth at Andersen – March 2024


Legal Associate – Private wealth

Legal Associate Role

  • Provide guidance on wealth preservation, tax optimization, and asset protection strategies.
  • Draft wills, trust deeds, POAs, and other estate planning documents to ensure the orderly transfer of assets upon death.
  • Advise clients on strategies to optimize trust structures taxes and navigate complex probate processes.
  • Assist with the establishment of charitable trusts, family foundations, and other philanthropic vehicles.
  • Counsel business owners and high-networth individuals on succession planning strategies to facilitate the smooth transition of wealth and assets to future generations.
  • Draft shareholder agreements, buy-sell agreements, and other business succession documents.
  • Address complex issues related to family businesses, including governance structures and conflict resolution.
  • Advise clients on asset protection strategies to shield wealth from potential creditors, lawsuits, and other liabilities.
  • Structure asset ownership and implement legal mechanisms, such as trusts and limited liability entities, to safeguard assets.
  • Provide ongoing monitoring and review of asset protection strategies to ensure continued effectiveness.
  • Guide trustees and fiduciaries on their legal obligations and duties in relation to the administration of trusts, including asset management, distribution policies &decisions, and compliance with legal obligations.
  • Guide on appropriate disputes and conflicts resolutions mechanisms among trust beneficiaries or between trustees and beneficiaries.
  • Ensure proper documentation and recordkeeping to maintain the integrity of trust arrangements.
  • Stay abreast of changes in tax laws, estate planning regulations, and fiduciary standards to ensure compliance and mitigate legal risks.
  • Conduct periodic reviews of clients’ wealth management plans to identify potential issues and recommend adjustments as needed.
  • Provide legal guidance on matters such as charitable giving, retirement planning, and insurance planning.
  • Cultivate strong, long-term relationships with clients based on trust, integrity, and professionalism.
  • Serve as a trusted advisor and resource for clients, addressing their concerns and objectives with empathy and discretion.
  • Collaborate with other professionals, such as financial advisors, accountants, and investment managers, to deliver comprehensive wealth management solutions.

Basic Qualifications

  • Minimum of 2 years’ experience as a Legal Associate in a Law firm.
  • Member of the Law Society of Kenya (LSK).
  • Must be an Advocate of the High Court.
  • Bachelor of Law and/or similar qualification in other related fields.
  • Ability to convey complex legal concepts in a clear and understandable manner to clients.
  • Proficient in Time Management and Organization: Ability to handle multiple client cases, meet deadlines, and maintain meticulous records.
  • Flexibility in adapting to evolving legal landscapes and client needs.
  • Strong teamwork skills: Capable of working effectively with colleagues across disciplines to provide holistic wealth management solutions.

Submit Your Application

Interested candidates should email their résumé to by 4th April 2024, with the email marked “Legal Associate” in the subject line.