Family businesses, regardless of industry, have unique concerns and goals that differ from their public and private competitors.  Though all businesses are committed to commercial growth, family businesses often prioritize longer-term goals and place an emphasis on sustainability and maintenance of distinct family values.

We counsel families throughout an enterprise’s lifecycle on topics such as:

  • Entity selection and the launch of new businesses or holding companies
  • Operation of mature businesses
  • Designing compensation and incentive arrangements for key executives who are not family members
  • Evaluation and optimization of exit opportunities
  • Transition of ownership and executive responsibilities to successors in a manner that maximizes tax benefits and minimizes the likelihood of disputes

Changes in leadership or ownership can be particularly challenging for closely-held businesses given the complex mix of personal relationships, business goals and financial pressures.  When business succession counsel is required, we work with families (many times with multi-generational leaders) to ensure the current and future viability of a family enterprise is maintained.

Our depth and range of experience provides the nuance required to help clients identify and resolve issues that might be overlooked by counsel focused solely on commercial matters, earning us a reputation as a leading California law firm for this type of work.

Firm Highlights

News

Farella Braun + Martel Earns 2024 Best Law Firms® Rankings

Read More
News

State Bar of California Board of Trustees Approves Plan to Pilot Portfolio Bar Exam

Sarah Good, a member of the State Bar of California Board of Trustees, spoke to KQED Newscast about the Board of Trustees's proposal to pilot a Portfolio Bar Exam.

Read More
News

Proposal for Bar Exam Alternative Goes to California Supreme Court

Sarah Good, a member of the State Bar of California Board of Trustees, was quoted in The Recorder article, "Proposal for Bar Exam Alternative Goes to California Supreme Court." Read the article here (subscription...

Read More
Event

19th Annual Renewable Energy Law Institute

Dirk Mueller is speaking at the University of Texas School of Law 19 th Annual Renewable Energy Law Institute on "Mineral Issues Impact on Real Estate Documents, Siting and Planning: Texas vs. California." Session Overview :   Understanding...

Read More
Publication

BIPA Liability: Existing CGL Coverage May Provide a Lifeline for Policyholders

Developments in the law have increased the potential liability that companies could face under the Illinois Biometric Information Privacy Act (BIPA), but fortunately for policyholders, Illinois case law has also solidified coverage for BIPA...

Read More
Publication

Wind Energy Project Approvals and Tax Credits Look To Outpace Macroeconomic and Supply Chain Headwinds in 2024

A snapshot of the renewable wind industry on October 31, 2023, captures many of the current challenges and opportunities for the industry and regulatory agencies heading into 2024.  That day, the world’s largest offshore...

Read More
Event

2024 Environmental & Energy, Mass Torts, and Products Liability Litigation Committees' Joint Regional CLE Program

Sarah Bell will moderate the panel "PFAS: Everything Everywhere All at Once"  at the American Bar Association's 2024 Environmental & Energy, Mass Torts, and Products Liability Litigation Committees' Joint Regional CLE Program. Session Overview: PFAS...

Read More
Event

In-House Counsel Conference 2024

Sushila Chanana is speaking on artificial intelligence law at the Bar Association of San Francisco's In-House Counsel Conference 2024. To register for the event, please click  here .

Read More
Publication

An Introduction to DAFs and Overview of the Newly Proposed DAF Regulations

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I’m Cynthia Rowland, and episode 62 describes new proposed regulations important to the administration of donor advised funds. The Internal Revenue Service and the...

Read More
Publication

It Wasn’t Me, It Was the AI: Intellectual Property and Data Privacy Concerns With Nonprofits’ Use of Artificial Intelligence Systems

In today's rapidly changing technological landscape, artificial intelligence (AI) is making headlines and being discussed constantly. To be sure, AI provides a powerful tool to nonprofits in creating content and exploiting for countless cost-effective...

Read More