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). 

To learn more about the wealth management services we offer and to see how we can help you, browse our wealth management lawyers and professional staff and get in touch with us today. 

 

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.

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Our Private Wealth Services

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
  • Professional and corporate trustees 
  • Family offices
  • Closely held business owners

Our private wealth attorneys provide many services to help you navigate the complex legal and tax issues surrounding wealth transfer.

Private Wealth Services

Estate and Trust Planning and Administration

  • Wills and revocable trusts
  • Estate planning
  • Durable powers of attorney, health care powers of attorney, and advance directives
  • Estate and trust administration
  • 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

Fiduciary Litigation

  • Will contests or caveats
  • Trust contests
  • Inter-beneficiary and probate disputes
  • Declaratory judgment matters
Testimonials

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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