For private clients, Farella deploys multi-disciplinary resources, working closely with our family wealth, corporate, intellectual property, tax, real estate, finance, construction, employment, and litigation lawyers. Our dynamic, integrated approach ensures that private clients have access to full representation for all their family, corporate, and philanthropic needs.

For over five decades, our lawyers have worked with high net worth individuals, families, trusts, closely-held businesses, and tax-exempt organizations. Our accrued knowledge and experience translates to prudent guidance in the accumulation, management, transfer, and protection of wealth and domestic and international commercial.

Planning and Meeting Goals

Our approach is personal and strategic. Each client has different goals, concerns, and tolerance for risk that may change over time and generations. Private clients appreciate our high-level, direct advice and responsive communication that is customized to achieve personal, corporate, investment, and philanthropic objectives in a tax efficient and predictable manner. Our counsel is designed with sufficient flexibility and foresight to marshal opportunities, address unanticipated change, and survive leadership shifts and transitions.

While working one-on-one with our clients, we gain an in-depth knowledge, which allows us to provide coordinated legal counsel with personal, partner-level attention that results in long-term relationships with our clients and multiple generations of their family.

Our clients and their family offices have diverse sources of wealth. Our in-depth industry knowledge in areas including real estate, financial services, private equity, asset management, retail, manufacturing, hospitality, wine, cannabis, energy, sports, entertainment, music, technology, and inherited wealth means that in most cases, clients avoid paying for any learning curve on part.

Examples of the type of private client matters we address include: 

  • Angel, venture capital, and subsequent investments in private companies 
  • Company formation and joint venture relationships 
  • Estate planning
  • Family business restructuring and succession planning 
  • Construction contracts and disputes for real estate projects and residences 
  • Land use, zoning, natural resources, and other environmental concerns related to real estate development 
  • Vineyard and winery specific matters including complex marketing and distribution agreements and grape contracts 
  • Fractional ownership programs for aircraft and luxury residences 
  • Duties and responsibility of service on boards of directors, both for-profit and non-profit entities 
  • Trust administration
  • Trust and probate litigation, including heir disputes 
  • Employment counseling with respect to personal employees and issues relating to hiring and termination
  • Outside general counsel for family offices

Contact us today on our Private Client Hotline 415.954.4770.

Firm Highlights

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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Publication

The Uncertain Future of California’s Vehicle Emission Standards

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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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News

Linda Sobczynski Accepted Into 2019 Clean Energy Leadership Institute Fellowship Program

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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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Publication

CBD in Foods and Beverages? Not Quite Yet

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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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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

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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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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