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

Keeping Tabs on Energy Efficiency – New Benchmarking Requirements for San Francisco

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Event

Cannabis and Employment Law

Rebecca Stephens will present the session "Cannabis and Employment Law" at the Network of Trial Law Firms' Litigation Management in a New York Minute – 2019 Edition event. Overview:  Medical marijuana is now legal in 33...

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Event

Bay Area Opportunity Zones 2.0

On the heels of recently released regulation by the US government, we dive back into the state of OZs in the Bay Area. What You'll Learn What are the most important takeaways from the...

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News

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

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Publication

Are You Background Checking Your Contractors? If So, Exercise Caution.

Employers who use background checks in their hiring processes are likely aware of the various requirements under the Fair Credit Reporting Act (FCRA) and analogous state statutes. They must provide clear disclosures and obtain...

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Event

Women in Cleantech & Sustainability

Lysondra Ludwig will speak at the WCS Talks - a full day TED-Style event and startup pitch competition hosted by Google.

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Publication

What California’s New Security Law Means to Your Business

Commonsense IoT security steps that startups and small business should consider to comply with California’s new law California recently enacted a new law, Senate Bill 327, that requires companies that make Internet of Things...

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News

Farella Braun + Martel Attorneys Named 2019 IP Stars by Managing Intellectual Property

SAN FRANCISCO, May 21, 2019: Farella Braun + Martel’s James L. Day , Jeffrey M. Fisher , Eugene Mar , Stephanie P. Skaff and Roderick M. Thompson have been named IP Stars by Managing...

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Publication

Legal Ins and Outs of 'Opportunity Zones' — So Far

A new tax incentive intended to stimulate investment in low-income communities known as opportunity zones has attracted significant attention from investors, developers, and business owners since its enactment under Section 1400Z-2 of the Internal...

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News

The Legal 500 United States 2019 Recognizes Farella Braun + Martel Practices & Attorneys

The 2019 edition of Legal 500 United States recognized Farella Braun + Martel among the top firms in the Construction, Land Use/Zoning, and Not-for-Profit practice areas. Recognized attorneys include: Construction Adam Dawson CJ Higley...

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