With over 200 years of experience within the private wealth sector, the Womble Bond Dickinson private wealth law firm has an impressive history of advising families and their businesses. We have guided our clients through the often confusing world of private wealth management, and all that entails, and understand that giving top quality legal advice is just the starting point.

Our Womble Bond Dickinson private wealth law firm takes the time to understand you, your family and your business and utilises that knowledge, alongside our legal expertise and commercial experience, to provide you with the best possible solutions for you.

Private wealth law firm expertise

Our multidisciplinary experience in the incredibly varied private wealth sector has prepared us to help with the myriad of legal issues surrounding wealth transfer and regulatory compliance, both for individuals and for professionals advising on private wealth management.

Private wealth management services

At Womble Bond Dickinson, our private wealth management firm and will writing solicitors provide a wide variety of legal services to our clients, enabling them to better manage their wealth, possessions and assorted business interests. These services and expertise cover, but are not limited to, the following:

  • Advising and preparing wills and trusts
  • Helping those involved in disputes to find clear practical solutions
  • Tax planning
  • Residence and domicile issues
  • Succession planning
  • Cross-border estate planning
  • Manorial rights
  • Heritage exemption
  • Tenancy law
  • Administering estates comprising a variety of assets both in the UK and abroad
  • Advise both domestic and international clients on buying and selling residential real estate in the UK.

For more information relating to our services for private wealth clients in the UK, please visit our dedicated Private Wealth microsite.

If you’re looking to join our list of clients, which currently ranges from high net worth individuals living both in the UK and abroad, professional and corporate trustees and financial institutions to insurers, contact us through our dedicated get in touch page or call us direct on +44 (0)345 415 0000. Alternatively, you can browse through our private wealth lawyers and professional staff and get to know our team before setting up an appointment with us.

Services to individuals

  • Trusts and estates planning and administration
  • Inheritance, trust, probate or lack of mental capacity disputes, inter-beneficiary disputes and will contests, and all types of trust and estate litigation matters
  • Complex breach of fiduciary duty, trust & estates
  • Regulatory
  • Financial products/investment management 
  • Tax
  • Corporate & business transactions
  • Privacy and data protection and advice
  • Enforcement and disciplinary litigation representation
  • Consumer and customer disputes
  • Securities fraud and class action litigation
  • Government investigations and white collar crime.

Services to businesses

  • Trust and estates
  • Regulatory
  • Financial products/investment management 
  • Tax
  • Corporate & business transactions
  • Privacy and data protection and advice
  • Enforcement and disciplinary litigation representation
  • Consumer and customer disputes
  • Securities fraud and class action litigation
  • Government investigations and white collar crime.

With over 200 years of experience within the private wealth sector, the Womble Bond Dickinson private wealth law firm has an impressive history of advising families and their businesses. We have guided our clients through the often confusing world of private wealth management, and all that entails, and understand that giving top quality legal advice is just the starting point.

Our Womble Bond Dickinson private wealth law firm takes the time to understand you, your family and your business and utilises that knowledge, alongside our legal expertise and commercial experience, to provide you with the best possible solutions for you.

Find an expert

Key contacts

People with expertise in private wealth

Our expertise in private wealth law

Private wealth law firm expertise

Our multidisciplinary experience in the incredibly varied private wealth sector has prepared us to help with the myriad of legal issues surrounding wealth transfer and regulatory compliance, both for individuals and for professionals advising on private wealth management.

Private wealth management services

At Womble Bond Dickinson, our private wealth management firm and will writing solicitors provide a wide variety of legal services to our clients, enabling them to better manage their wealth, possessions and assorted business interests. These services and expertise cover, but are not limited to, the following:

  • Advising and preparing wills and trusts
  • Helping those involved in disputes to find clear practical solutions
  • Tax planning
  • Residence and domicile issues
  • Succession planning
  • Cross-border estate planning
  • Manorial rights
  • Heritage exemption
  • Tenancy law
  • Administering estates comprising a variety of assets both in the UK and abroad
  • Advise both domestic and international clients on buying and selling residential real estate in the UK.

If you’re looking to join our list of clients, which currently ranges from high net worth individuals living both in the UK and abroad, professional and corporate trustees and financial institutions to insurers, contact us through our dedicated get in touch page or call us direct on +44 (0)345 415 0000. Alternatively, you can browse through our private wealth lawyers and professional staff and get to know our team before setting up an appointment with us.

Services to individuals

  • Trusts and estates planning and administration
  • Inheritance, trust, probate or lack of mental capacity disputes, inter-beneficiary disputes and will contests, and all types of trust and estate litigation matters
  • Complex breach of fiduciary duty, trust & estates
  • Regulatory
  • Financial products/investment management 
  • Tax
  • Corporate & business transactions
  • Privacy and data protection and advice
  • Enforcement and disciplinary litigation representation
  • Consumer and customer disputes
  • Securities fraud and class action litigation
  • Government investigations and white collar crime.

Services to businesses

  • Trust and estates
  • Regulatory
  • Financial products/investment management 
  • Tax
  • Corporate & business transactions
  • Privacy and data protection and advice
  • Enforcement and disciplinary litigation representation
  • Consumer and customer disputes
  • Securities fraud and class action litigation
  • Government investigations and white collar crime.
In need of a private wealth lawyer? Look no further.
At Womble Bond Dickinson we have an exceptional team of talented lawyers and business professionals who can offer guidance and find the solutions right for your business. We have both broad and niche expertise across all our UK and US offices.
Testimonials

"The team was forensically precise in collecting research, information on the particulars of our case. They were honest, clearly communicated and explained the process and practice and explained approaches so that we could assess and be guided on how to prepare and be equipped to manage a complicated, difficult situation."

The Legal 500, 2023

"They are real market leaders. I cannot think of another firm in the North with as good a team, as good a set of clients, and as thorough a knowledge and understanding of the law. They get excellent cases, and they deliver excellent service. The cream of the crop."
 

The Legal 500, 2023

"They meet the needs of a sophisticated and varied client base, and are the go-to people for high value and complex matters. Their strength is in the combined years of experience in the team and they are clearly comfortable operating at the top of the professional services market."

The Legal 500, 2022

"Womble Bond Dickinson have looked after my family’s affairs for over seventy years. We have always received a first class service. They provide excellent advice on a range of legal matters and they always have a lawyer available with specialist knowledge in their chosen field."

The Legal 500, 2022

"Womble Bond Dickinson has 'one of the best private client teams in the West,' according to a market commentator, who values its expertise on 'high-end private client work.'"

Chambers and Partners, 2021