Womble Bond Dickinson wealth management attorneys have a long history of advising families and their businesses, so we understand that giving comprehensive, sophisticated and innovative legal advice is only the starting point. We are dedicated to understanding you, your family, and your business and combining that insight with our own legal and commercial experience to provide you with the best possible solutions.
Backed by transatlantic knowledge and experience, our wealth management advisors work in tandem with clients to develop strategies that are aligned with their unique circumstances and goals.
Wealth Management Clients
With an impressive history of serving clients from across the world, our global wealth management lawyers and professionals have developed a stellar reputation for providing invaluable advice across a wide range of clients. Whether it be for individuals, businesses, or for wealth management professionals, we support a wide range of clients including:
High net worth individuals
Professional and corporate trustees
Wealth management professionals
Private equity firms
Regulatory and compliance consultants
Insurance companies.
Wealth Management Services for Businesses
With multidisciplinary experience, our integrated team of business wealth management attorneys in this sector advise businesses and wealth management professionals on a myriad of legal issues including:
Fund formation
Corporate & business transactions
Fiduciary litigation
Securities fraud and class action litigation
Government investigations and white collar crime
Regulatory compliance and enforcement issues
Intellectual property transactions and contracts
Privacy and data security issues
Employment law
Tax
Consumer and customer dispute resolution.
Wealth Management Services for Individuals
We are committed to focusing on the long-term success of our clients and provide solutions that achieve their financial goals. Our wealth management attorneys help navigate the complex legal issues surrounding wealth transfer and regulatory compliance through the following services:
Wills and revocable trusts
Durable powers of attorney, including health care powers of attorney and advance directives
Estate planning and estate administration
Trust administration
Irrevocable trusts, including dynasty trusts, life insurance trusts, charitable trusts, grantor trusts, marital trusts, trusts for descendants, and special needs trusts
Fiduciary litigation, including will contests or caveats, trust contests, inter-beneficiary disputes, probate disputes and declaratory judgment matters
Trust modifications, terminations, decantings and reformations
Tax planning
Asset protection, including protecting assets in the event of divorce
Business succession planning
Charitable planning, including private foundations, public charities, supporting organizations, donor advised funds and endowed funds
Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs).
Private wealth management is personal. We take the time to understand you, your family, and your business, combining that insight with our legal and commercial experience to provide you with the best possible outcomes.
Our Private Wealth Team has a long history of advising families and their businesses, so we understand that giving comprehensive, sophisticated, and innovative legal advice is only the starting point. We'll work with you alongside your other advisors to develop legal strategies tailored to your unique circumstances and goals.
As experienced private wealth attorneys and family advisors, our legal advice focuses on clients' long-term success and financial goals. Our team has developed a stellar reputation for providing invaluable advice across a wide range of clients, including:
High-net-worth and ultra-high-net-worth individuals and families
Irrevocable trusts, including dynasty trusts, life insurance trusts, charitable trusts, grantor trusts, marital trusts, trusts for descendants, and special needs trusts
Trust modifications, terminations, decantings, and reformations
International estate and tax planning
Private Wealth Management
Tax planning
Asset protection, including protecting assets in the event of divorce
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
“They are a good team with a very broad experience base.”
Chambers and Partners, 2021
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Contact
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