Wealth management is not just about financial and investment advice, portfolio handling, and, in general, managing the wealth of individuals who are interested in making the best out of their available assets. Wealth management is a rather complicated issue and financial advisors are usually not enough, as many legal issues can arise. That is when a wealth management lawyer can prove quite useful, as he or she can make sure that everything is done according to what the law dictates.

There are various ways with which lawyers with experience in financial issues can help with your wealth management. They can help you with estate and succession planning, they can guide you through the creation of a private trust and assist with other issues, such as inter vivos gifts (gifts made during a person’s lifetime), powers of attorney and charitable donations.

A lawyer is also necessary in case a dispute arises either against your financial advisor or the bank that manages your wealth. Your lawyer will represent you in court or help you through the process of the various types of alternative dispute resolution, such as mediation and arbitration.

When it comes to wealth management, nothing can be left to chance. Having a lawyer advising you on issues of wealth management means that you will not have to worry about potential legal problems.

Among the profiles listed in myLawyer, you should be able to find a wealth management lawyer that can help you.