Private Client

Family Wealth

News

April 10, 2019 Media Coverage
How to Plan for a Smooth Transition of Your Family Business
North Bay Business Journal
Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.
November 11, 2015 Announcement
Cynthia Rowland Recognized Among MCCA’s List of Rainmakers
SAN FRANCISCO, November 11, 2015: Farella Braun + Martel LLP Partner Cynthia Rowland has been named to the Minority Corporate Counsel Association’s Annual List of Rainmakers for 2015. The list features 15 lawyers from across the country in a...
July 23, 2015 Media Coverage
Partnering with TSFF for Greater Impact - Tony Vecino
The San Francisco Foundation July 23, 2015 "Partnering with TSFF for Greater Impact" The San Francisco Foundation Professional Advisors Council co-chair Tony Vecino, Family Wealth Partner at Farella Braun + Martel LLP, shares why he and his clients choose to...
November 3, 2014 Announcement
Farella Braun + Martel Earns 2015 “Best Law Firms” Rankings
San Francisco, CA – November 3, 2014: Several Farella Braun + Martel LLP practices were recognized in the U.S. News - Best Lawyers 2015 “Best Law Firms” rankings. The rankings are based on client and peer evaluations and information...
August 12, 2014 Media Coverage
Preparing for the Transition to the Next Generation
Wine Business Monthly August 2014 “Preparing for the Transition to the Next Generation”   Genevieve Larson notes that succession planning involves a team of consultants.  In the article Larson gives an example of how a large family winery went...

Firm Highlights

Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high-net-worth individuals. When engaging in conversations with philanthropic clients, it is crucial to assist them in determining suitable assets for charitable giving. Not all...

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Publication

Steps for the Long-term Success of Your Brand & Business

Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business. Step 1 &ndash...

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Publication

Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel and...

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Publication

IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive

This month, the IRS announced that it is using the long-term funding approved by Congress through the Inflation Reduction Act of 2022 to shift its attention to wealthy taxpayers in an effort to “identify sophisticated...

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Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for charitable giving. Not...

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News

Farella Braun + Martel Earns 2024 Best Law Firms® Rankings

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Publication

Charitable Bequests With Guest Stephanie Hood

Welcome to EO Radio Show – Your Nonprofit Legal Resource . I'm delighted to have as my guest Stephanie Hood, my colleague here at Farella Braun + Martel, and a member of our top-notch...

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News

Farella Announces 2024 Leadership Council on Legal Diversity Pathfinders: Taylor Rottjakob and John Ugai

Farella Braun + Martel is proud to announce that senior associates  Taylor E. Rottjakob and John M. Ugai have been named 2024 Leadership Council on Legal Diversity (LCLD) Pathfinders. Pathfinders have been identified as...

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