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

Publication

The 10th Circuit Correctly Construes “That Particular Part” Narrowly

We do not often write about coverage opinions from jurisdictions as far away as Oklahoma; however, a recent case from the Federal Tenth Circuit looked at one of our favorite topics and came out...

Read More
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...

Read More
News

Judge Finds Grounds to Sue California Insurance Commissioner for Refusing to Investigate Industry Fraud in Recent Wildfire Claims

Lawsuit Alleges Insurance Industry Has Illegally Used Unlicensed Out-of-State Adjusters to Cheat Victims of 2017 and 2018 Wildfires SAN FRANCISCO, April 1, 2019: A judge is permitting a survivor of the 2017 Tubbs Fire...

Read More
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...

Read More
Publication

Who 'Owns' a Secret? Whether Trade Secret Licensees Have Standing to Sue in California

If the eye-popping damages awards in several recent lawsuits are any indication, companies are increasingly coming to see their private information as one of their most valuable assets—and California juries apparently agree. For example,...

Read More
Event

North Coast Cannabis Industry Conference

Farella Braun + Martel is proud to underwrite the North Coast Cannabis Industry Conference featuring keynote speaker Aaron Smith, co-founder and executive director of the National Cannabis Industry Association. The event will also feature...

Read More
News

How to Plan for a Smooth Transition of Your Family Business

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.

Read More
News

Last Major SF Transbay Tower, Affordable Housing at Risk of Delays

Real Estate/Land Use and Development Partner Charles (C.J.) Higley shares his thoughts on why the 546 Howard St. tower project deserves priority for approval. Read the full article here .

Read More
Publication

Individual Accountability in the Huawei Trade Secrets Prosecution

In the ongoing legal battle over the alleged theft of American trade secrets by Chinese telecom giant Huawei, one curious aspect is the lack of charges filed against any individual Huawei employees. On February...

Read More
Publication

Attorney General Finds Impact Fees on Density Bonus Projects Invalid

In response to questions from a variety of cities across the state regarding the application of “public benefit fees” to density bonus projects, the State Attorney General’s Office published an opinion on April 9...

Read More