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

News

For Jerry Braun, a Career of Addiction in Law

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Publication

“That Particular Part” – Yet More

Massachusetts Appeals Court Gets It Right – Mostly Hot on the heels of the Federal Tenth Circuit Court of Appeals’ decision in MTI, Inc. v. Employers Insurance Company of Wausau , __ F.3d __,...

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News

Aviva Gilbert Selected as 2019 Leadership Council on Legal Diversity Pathfinder

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Publication

Cannabis Companies and the California Consumer Privacy Act

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News

Former City of Napa Planner Rick Tooker Joins Farella Braun + Martel

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Event

Bloomberg Law In-House Forum West: The Trigger: Internal Investigation Trends

Jessica Nall will speak at the Bloomberg Law In-House Forum West program, "The Trigger: Internal Investigation Trends." For companies that are rapidly evolving, becoming more digital and global, staying aware of developments that may...

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Publication

Damages for Permit Revocation Constitute Covered “Loss of Use”

Insurers often claim “economic damages” are not covered under a standard commercial general liability (CGL) policy.  The Fourth District Court of Appeal’s decision in Thee Sombrero, Inc. v. Scottsdale Ins. Co., 28 Cal. App....

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Publication

California's Bold Step Forward Into the Contentious World of Wetlands Regulation

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Event

2019 Forum for State Appellate Court Judges: Aggregate Litigation in State Courts - Preserving Vital Mechanisms

At the Pound Civil Justice Institute's 2019 Forum for State Appellate Court Judges, Jim Bruen will discuss recent impediments to aggregate litigation implemented on the federal level, emerging trends in aggregate litigation in the United States,...

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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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