Womble Bond Dickinson (US) LLP’s Private Wealth Team has been advising individuals and families for over 100 years, so we understand that giving comprehensive, sophisticated, and innovative legal advice is just the starting point. Our real contribution is understanding you, your family, and your business and combining that knowledge with our legal acumen and commercial experience to provide you with the best possible solutions.

Our Private Wealth Team’s services include:

  • 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)

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

Womble Bond Dickinson (US) LLP’s private wealth attorneys have been advising individuals and families for over 100 years, so we understand that giving comprehensive, sophisticated, and innovative legal advice is just the starting point. 

Our real contribution is understanding you, your family, and your business and combining that knowledge with our legal acumen and commercial experience.

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What We Do In Private Wealth

The fully-tailored approach we take to every private wealth management case has allowed our lawyers to build a reputation for trust, professionalism and skill. Experience has taught us that it is only with a detailed understanding of each individual’s unique situation that appropriate advice can be delivered, which has fed into our people-first approach. 

Private Wealth Management Services

Working alongside individuals of all backgrounds, our private wealth advisors provide invaluable guidance that ensures everything from long-term financial security for the family, to legal compliance and tax planning for business owners. To this end, our private wealth management services include:

  • Wills and Revocable Trusts
  • Durable Powers of Attorney, including Healthcare 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).

For more information relating to our services for private wealth management clients in the US, please visit our dedicated Private Wealth microsite. Alternatively, if you’re looking for assistance from a member of our team, reach out to us by filling out our online contact form with details of your enquiry and we’ll be in touch.