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Associate - Family Wealth
Farella Braun + Martel LLP seeks an associate with 2-4 years of experience for its Family Wealth practice. Candidates should have experience commensurate with their level in estate planning for high-net worth and ultra high-net worth individuals. Experience with family offices issues a plus.
Associate – Family Office
Farella Braun + Martel is seeking to fill open positions in its private client industry group. Private Client Industry Group team members work on a variety of matters that range from traditional income tax planning to domestic and foreign estate & gift tax planning to private foundation / exempt organization planning to business entity planning and other cutting edge family office legal work. While there will be an opportunity for the attorneys hired to work and assist in all private client industry group matters, the open positions relate primarily to assisting on family office legal work. Responsibilities will include:
- Performing research across a wide range of subject areas (not just traditional tax and estate / gift matters) and synthesizing information to come up with bottom-line recommendations
- Helping family office clients and other members of the private client industry group “issue-spot” and then shepherd the work all the way from issue-spotting to completion
- Coordinating and implementing work done by outside counsel in other jurisdictions (both states outside of California and other countries)
- Helping family office clients and other members of the private client industry group draft and review contracts, business entity documents, and other legal documents of all types (not just traditional wills and trusts)
Outstanding research, analysis, and communication skills are a must, as is self-initiative, resourcefulness, and a teamwork mindset. A proven track record (whether as a transactional tax lawyer, estate & gift lawyer, corporate lawyer, or general business lawyer) for working through complex, high-stakes financial and/or legal concerns involving multiple practice areas is also required. Farella will be considering candidates with at least 2 years of previous legal experience.
Associate – Private Client/Exempt Organizations Practice
Farella Braun + Martel is seeking an associate for its Private Client Industry Group with at least 4 years of experience in counseling nonprofit organizations. The candidate must have knowledge of and substantial relevant experience with a particular focus on the corporate and tax laws applicable to nonprofit tax-exempt organizations. The position will require work on entity formation, governance, mergers, consolidations and dissolutions, tax planning, IRS audits and compliance, for a variety of types of organizations including private foundations, public charities, social welfare and trade associations, and charitable trusts. A thorough knowledge of charitable planning techniques is also expected.
Partner - Business Transaction
Farella Braun + Martel seeks lateral business transaction partners for our San Francisco office with the ability to bring and manage an established book of business. The opportunity is available to partners at all seniority levels. Junior partners with growing practices and who wish to have greater autonomy than larger firms offer will be strongly considered. The ideal candidate will have experience working with a range of clients from closely held family businesses to large and complex business enterprises. A successful candidate will have an entrepreneurial approach to the practice of law and will demonstrate a desire and commitment to developing new business and expanding the firm’s relationships with existing clients. Candidates should be comfortable working in teams and contributing to the firm’s business development initiatives and industry groups. A non-exclusive list of such groups includes those serving the technology, renewable energy, real estate, wine, cannabis and food and beverage industries.
Partner - Wine Industry
Farella Braun + Martel is seeking one or more lateral transactional partners with wine industry experience, whether that experience is focused on transactional matters, real estate and land use and/or estates and trusts. Our wine industry practice emphasizes all of these areas and all are a part of our full service offering. A commitment to the wine industry and a desire to be a part of a growing team is more important to us than a particular legal skill set. While our wine industry practice is centered in our St. Helena office, an appropriate candidate could be a primary resident of either of our offices, but would be expected to spend significant time in both locations.