Womble Bond Dickinson’s Institutional Wealth team consists of lawyers and professionals with integrated, multi-disciplinary experience who can help with the myriad of legal issues surrounding wealth transfer and regulatory compliance for professionals and businesses advising on investment and wealth management. Our clients include wealth management professionals, private equity firms, mutual funds, regulatory and compliance consultants, and insurers.

Our Institutional Wealth Team’s services include:

  • 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