What Cummings & Lockwood does

Cummings & Lockwood is a private law firm organized as an LLC, founded in 1909 and headquartered in Stamford, Connecticut. It operates six offices across Connecticut (Stamford, Greenwich, West Hartford) and Florida (Naples, Bonita Springs, Palm Beach Gardens), employing more than 200 attorneys, fiduciary accountants, paralegals, and staff under a partner-led model. The firm delivers sophisticated legal counsel through six practice groups: the Private Clients Group (estate planning, trust and estate administration, charitable planning, probate); the Corporate & Finance Group (M&A, governance, banking, equity financing); the Commercial Real Estate Group (acquisition, development, leasing, financing); the Litigation Group (commercial and employment disputes); the Fiduciary and Probate Litigation Group (will contests, breach of fiduciary duty, trust-administration disputes); and the Family Office and Closely Held Business Group (integrated wealth, succession, and transactional advice). A specialized Tax Practice supports these matters with planning, M&A tax, exempt financing, and audit representation.

The client base consists of high net worth individuals and families, single- and multi-family offices, closely held businesses across industries, national charitable organizations and foundations, and financial institutions including banks and trust companies. While client residences are concentrated in Connecticut, New York, and Florida, the firm states it serves clients in nearly all 50 U.S. states and over 20 countries. Service delivery is direct, through partner-level engagement rather than external distribution channels.

As a privately held professional services firm, Cummings & Lockwood does not disclose revenue. Income is generated through attorney time billing, matter-based fees, and retainer arrangements under multi-year engagement relationships typical of the HNW legal market. Pricing is not publicly disclosed. The firm invests in thought-leadership distribution through extensive Estate Planning FAQs, articles, white papers, videos, and seminars for professional advisors, alongside credentials support from bodies such as the American College of Trust and Estate Counsel (14 Fellows), the Florida Bar (7 Board Certified), Best Lawyers (48 attorneys in 2025), Super Lawyers (27 attorneys in 2026), and Martindale-Hubbell (26 rated attorneys). The current Chairman and Managing Director is Laura Weintraub Beck.

Name

Cummings & Lockwood

Legal name

Cummings & Lockwood LLC

Website

https://cl-law.com

Company type

Private

Founded year

1909

Operating status

Operating

Headcount range

251–500 employees

Short description

Cummings & Lockwood is a privately held law firm founded in 1909, operating six offices in Connecticut and Florida to serve high net worth individuals, families, family offices, closely held businesses, and charitable entities with sophisticated trusts and estates, corporate, litigation, and real estate counsel.

Ownership category

akta.pro rank

Product category

Private Wealth and Trust & Estates Law

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Estate Administration & Probate Services (FSAAANAE), Litigation Support & Expert Witness Services (BPAHALAG)

Keywords

• Trusts and estates law
• Private wealth law
• Estate planning services
• Fiduciary litigation
• Closely held business counsel

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Services: Cummings & Lockwood generates revenue through providing sophisticated legal counsel in trusts and estates, corporate and finance, litigation and arbitration, and commercial and residential real estate. As a law firm, revenue is generated through attorney time billing, retainer arrangements, and matter-based fees for high net worth individuals, families, businesses, and institutional clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Cummings & Lockwood is a private law firm providing sophisticated legal counsel through six practice groups covering trusts and estates, corporate and finance, commercial real estate, litigation and arbitration, fiduciary and probate litigation, and family office and closely held business matters, plus a dedicated Tax Practice. Services are billed by matter or hourly engagement to high net worth individuals, families, family offices, closely held businesses, charitable entities, and financial institutions across the United States and internationally.

Product overview

Cummings & Lockwood is a law firm providing sophisticated legal counsel through a unified service model across six practice groups. The core offerings include the Private Clients Group (estate planning, trust administration, probate), Corporate & Finance Group (M&A, corporate governance, banking), Commercial Real Estate Group (development, financing, leasing), Litigation Group (commercial and business disputes), Fiduciary and Probate Litigation Group (trust and estate disputes), and Family Office and Closely Held Business Group (integrated business and wealth planning). Additional services include specialized Tax Practice and an educational Estate Planning FAQs resource. The firm serves high net worth individuals, families, businesses, and charitable organizations across Connecticut and Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Clients Group Comprehensive legal services for high net worth individuals and families, including estate planning, estate administration, trust formation and management, fiduciary services, charitable giving, and probate law.
• Corporate & Finance Group Legal counsel for corporate governance, mergers and acquisitions, equity financing, loan transactions, banking relationships, and partnership structures.
• Commercial Real Estate Group Representation for real estate investment, development, financing, leasing, and sales and acquisitions for commercial properties.
• Litigation Group Dispute resolution and litigation services including appellate litigation, business and commercial litigation, employment litigation, and real property litigation.
• Fiduciary and Probate Litigation Group Specialized litigation for trusts, estates, and fiduciary matters, including breach of fiduciary duty claims, will contests, and trust administration disputes.
• Family Office and Closely Held Business Group Integrated legal services for family offices and closely held businesses covering business succession planning, estate and tax planning, wealth protection, and merger and acquisition transactions.
• Tax Practice Tax-related legal counsel for strategic events and day-to-day operations, including mergers, acquisitions, reorganizations, tax-exempt financing, and federal and state audit support.

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Holland & Knight LLP: National firm with a large Private Wealth Services practice and significant Florida presence (Tampa, Miami, Orlando, Jacksonville), competing for the same HNW/family office clients as C&L but from a far larger and more diversified platform.
• Loeb & Loeb LLP: National full-service firm with a prominent Trusts and Estates practice serving HNW individuals, families, and family offices — comparable HNW client base and practice scope, though with a significantly broader geographic and practice platform than C&L.
• Proskauer Rose LLP: National firm with a well-known Private Client and Trusts & Estates group serving UHNW families, family offices, and charitable entities — broader and more national than C&L, but with overlapping HNW clientele and similar value proposition.
• K&L Gates LLP: Global law firm with a Private Clients group serving HNW individuals and family offices across estate planning, tax, and wealth structuring — comparable offerings to C&L's Private Clients Group but delivered through a much broader international platform.
• Greenberg Traurig, LLP: Large national firm with a prominent Private Wealth & Trusts & Estates practice and a dominant Florida platform — directly competing for the same Naples/Palm Beach HNW and family office engagements as C&L.

Direct peers

• Day Pitney LLP: Connecticut-headquartered full-service firm with a closely parallel practice mix — a flagship Private Client practice alongside corporate, real estate, and litigation — serving HNW individuals, families, and closely held businesses in the same Northeast corridor as C&L.
• Wiggin and Dana LLP: Connecticut-based firm with a comparable mix of Private Client, Corporate, Litigation, and Real Estate practices serving HNW clients and institutions — overlapping with C&L's geographic and practice area footprint.
• McLaughlin & Stern LLP: Northeast firm with a long-standing trusts and estates, elder law, and closely-held business practice serving HNW families — a comparable boutique-style private client model to C&L's Private Clients Group.
• Withers: International private client and trusts & estates firm whose core proposition — sophisticated HNW/family office wealth structuring, estate planning, and philanthropic advisory — directly mirrors the Private Clients Group that anchors C&L.

Regional players

• Akerman LLP: Florida-headquartered national firm with a Trusts & Estates practice serving HNW clients across Florida — competing with C&L's Naples, Bonita Springs, and Palm Beach Gardens offices from a regional Florida base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UC1YNfQ9-a5n3BIipSHqTWCQ
• LinkedInlinkedin.com/shareArticle?mini=true&url=http://cl-law.com/our-firm/about-us

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cummings & Lockwood