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.

Distinctions

  • Northern California Super Lawyers (2004-2019)
  • 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

News

Insurers Brace for Coronavirus Hit to ‘Event Driven’ D&O Line

Mary McCutcheon was quote in the Claims Journal article,"Insurers Brace for Coronavirus Hit to ‘Event Driven’ D&O Line." Link to read the full article .

Read More
Publication

Trademark Office Deadlines and Coronavirus-Related Delays

With all of the business interruption caused by the COVID-19 pandemic, many worldwide trademark offices have taken steps to recognize the issues caused by the crisis. The offices in which applicants from the U.S...

Read More
News

Farella Advises on Sale of Diamond Creek Winery to Maison Louis Roederer

SAN FRANCISCO/ST. HELENA, March 16, 2020: Farella Braun + Martel represented the family of the late Boots Brounstein on the sale of their Diamond Creek Winery in Calistoga, Calf. to French Champagne producer Maison...

Read More
Event

7th Annual Partner Compensation One-Day Workshop

Brian Donnelly is presenting the case study session, "Managing Partner Performance" at Fairfax Associates' 7th Annual Partner Compensation One-Day Workshop. Click here for more information.

Read More
Publication

Public Ends From Private Means: Privacy Rights and Benevolent Use of Personal Data

With the explosion of COVID-19 cases worldwide, companies and governments have expanded their interest in the use of the vast stores of consumer data. Even where such collection and use of personal data is ostensibly...

Read More
News

Farella COVID-19 Update: A Message From the Managing Partner

To our clients, alumni and friends, During these unsettling times, Farella Braun + Martel is focused on protecting the health and safety of our firm members, clients, and communities and doing our part to...

Read More
Publication

Families First Coronavirus Response Act - Posting Requirement for Employers

The recently enacted Families First Coronavirus Response Act (“FFCRA”) requires private employers with fewer than 500 employees to post a notice by April 1 summarizing the benefits available to employees under the FFCRA. For employers...

Read More
News

Daily Journal Names Farella Lawyers Among Top IP Lawyers in California

Farella Braun + Martel is proud to announce that partners Jeffrey M. Fisher and James L. Day were named to the 2020 list of “Top Intellectual Property Lawyers” in California by the Daily Journal...

Read More
Publication

CARES Act Paycheck Protection Program Summary (Updated)

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) was signed into law (the full 880-page text of the CARES Act passed by the Senate is available here...

Read More
Publication

San Francisco Bay Area Counties Issue Stricter Limits on Commercial Activities in Updated COVID-19 Shelter-In-Place Orders

To combat the growing number of coronavirus cases in the Bay Area, six local counties (Alameda, Contra Costa, Marin, San Francisco, San Mateo, and Santa Clara) have issued updated Shelter-In-Place orders that extend the...

Read More