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).
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.
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).
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
Need legal advice and guidance in private wealth?
Our team is able to help provide solutions to you and your organization. Browse through our lawyers and professional staff to find the right attorney near you.
This selection will switch the website from presenting information primarily about the United Kingdom to information about the United States. If you would like to switch back, you may use location selection options at the top of the page.
Contact
Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any legal matter until we authorize you to do so. To initiate a possible representation, please call one of our lawyers or staff members.
By clicking the “ACCEPT” button, you agree that we may review any information you transmit to us. You recognize that, even if you submit information that you consider confidential in an effort to retain us, our review of that information will not create an obligation on us to keep it confidential and will not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.
Please click the “ACCEPT” button if you understand and accept the foregoing statement and wish to proceed.