Biography

Fred Caspersen advises clients on the design, implementation, and maintenance of governance systems for family controlled enterprises. These systems are customized to meet the special needs of each family in accomplishing the family objectives. A plan to meet a family’s objectives typically comprises the following components:

  • Decision making processes that include family members who are both interested and properly informed about the enterprise
  • Accountability in the governance system, so that the enterprise can meet its goals in a timely and cost effective way
  • Programs to bring younger family members into the enterprise as active owners of the enterprise and, in some cases, employees and managers in the enterprise
  • The transfer of the ownership of the family enterprise to younger generation owners at minimum tax cost, without interfering with the business objectives of the enterprise
  • Regular reviews and methods for the systematic review, modification, and improvement of the governance system – scheduled, preventative reviews to address the challenges and difficulties before they become a crisis.

In St. Helena, Mr. Caspersen has been particularly active in working with families in the wine industry – wineries, vineyard owners, and vineyard managers.

Before moving to the St Helena office, Mr. Caspersen lived in Hong Kong for three years (1986-1989) and worked with one of the firm's largest clients at that time, Regent International Hotels, in all aspects of its hotel operations, hotel acquisitions, and dispositions, hotel financing, and raising capital for its growth and expansion programs.

Mr. Caspersen is a frequent lecturer on governance systems and the efficient transfer of wealth from one generation to another. He was selected for inclusion in The Best Lawyers in America in the area of Trusts and Estates.

Memberships and Affiliations

  • American Bar Association, Section of Taxation
  • California State Bar Association, Section of Trusts and Estates
  • Bar Association of San Francisco, Section of Taxation, Section of Probate
  • Napa County Bar Association
  • afhe, Attorneys for Family Held Enterprises
  • Certificate, Family Business Advisor with Fellow Status, Family Firm Institute (FFI)

Firm Highlights

Publication

Ninth Circuit Asks the California Supreme Court to Interpret the Scope of Personal Injury Coverage

On January 15, 2019, the Ninth Circuit certified the following question to the California Supreme Court: Does a commercial liability policy that covers “personal injury,” defined as “injury… arising out of… [o]ral or written...

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Event

Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities

Sandra Edwards, Speaker, Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities Join ELI-WELL for an inclusive conversation with women leaders in the environmental practice, exploring the unique challenges and opportunities women...

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Publication

The Uncertain Future of California’s Vehicle Emission Standards

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Publication

CBD in Foods and Beverages? Not Quite Yet

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News

Prior Litigation Can Impact Coverage in Future Disputes

GlobeSt.com March 6, 2019 "Prior Litigation Can Impact Coverage in Future Disputes" Insurance Recovery Senior Associate Shanti Eagle discusses how positions taken by insureds in prior litigation can impact or foreclose coverage in subsequent disputes...

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Event

CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split

Sarah Bell will speak on the Strafford live webinar, "CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split." This CLE webinar will discuss the "indirect discharge" theory of Clean...

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Event

Identifying and Preparing Expert Witnesses for Trial

How do you identify the key experts you need for trial? Once you have them, what are the best practices for preparing them for trial? How do these practices vary depending on your venue, and...

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News

Farella Braun + Martel Wins Benchmark Litigation 2019 San Francisco Firm of the Year Award

SAN FRANCISCO, March 15, 2019: Farella Braun + Martel announces it has been named “San Francisco Firm of the Year” by Benchmark Litigation . Farella Partner Douglas Young accepted the award on behalf of...

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Publication

Emerging Contaminants: Coming to an NRD Site Near You!

What Are Emerging Contaminants? Emerging contaminants are chemicals in the environment for which the health risks—both human and ecological—remain unknown. They are also sometimes called contaminants of emerging concern, since the chemicals, or products...

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News

Erica Villanueva Named to 2019 Leadership Council on Legal Diversity Fellows Program

SAN FRANCISCO, February 25, 2019: Farella Braun + Martel is proud to announce that partner Erica Villanueva has been named a member of the 2019 class of Leadership Council on Legal Diversity (LCLD) Fellows....

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