Private Client

Ultra-High Net Worth

Farella’s ultra-high net worth client practice conceives and implements sophisticated wealth preservation strategies. While every family has a unique set of goals, Farella’s ultra-high net worth clients understand that with one point of contact, they have access to legal expertise in family wealth, tax and philanthropic planning, business counseling, private equity, intellectual property, real estate, finance, construction, employment, insurance recovery, and litigation. Our lawyers create a dynamic, integrated client team to provide our ultra-high net worth clients with access to full representation for all their family, business, and philanthropic needs.

For decades, we have assisted families in Northern California and beyond to preserve and transition their wealth through the strategic use of various planning strategies, and development of short- and long-term wealth transfer plans. Our approach to working with ultra-high net worth clients is best experienced when we have a deep relationship with and an understanding of the key members from the senior generation through second and, possibly, third generation family members.

Our service to the ultra-high net worth client extends much deeper than planning for a single deal or asset. We strive to learn the unique interplay among the family members and to translate that into an integrated and flexible plan linking the successive generations.

Specific areas of expertise include:

  • Generational wealth transfer
  • Family office planning and administration
  • Closely-held businesses advice and planning
  • Philanthropic planning
  • International tax planning
  • Real estate
  • Private investments
  • Employment issues related to domestic and professional staff