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

Firm Highlights

Event

Wage Transparency: Current and Future Requirements for Employers

Holly Sutton is speaking at the session "Wage Transparency: Current and Future Requirements for Employers" at HR West's 2023 conference. Session Overview: The session will address the current wage transparency posting and reporting requirements for California employers and related...

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Event

Plastics and Recyclability Claims

Elisabeth Dorsi is moderating the plenary session "Plastics and Recyclability Claims" at the ABA’s 2023 Environmental & Energy, Mass Torts, and Products Liability Litigation Committees’ Joint Regional CLE Program. Session Overview: This panel will discuss the...

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Publication

Privacy Policy Best Practices for Nonprofits

Welcome to EO Radio Show – Your Nonprofit Legal Resource . I’m happy to have my colleague Nate Garhart back for a discussion on privacy laws and how they affect website content development and online...

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Publication

California’s New Pay Transparency Law

Welcome to EO Radio Show – Your Nonprofit Legal Resource . Every January brings a slew of new laws that take effect at the federal and state level, and it seems that there are...

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Event

Bisnow: East Bay State of the Market

CJ Higley will moderate the panel "Tenant Activity, Creative Deal Structures, and Smart Investments Opportunities & Meeting Never-Ending Demand for Industrial Space" at Bisnow's annual “East Bay State of the Market" event. Click  here  for more information...

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Publication

Federal and California Taxpayer Relief: Reprieve From Wet Winter Weather

2023 started California off with weather that escapes recent memory. Rain, snow, and surf seemed unrelenting for the first two weeks of January. While this spell of winter storms has brought snow to our...

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Publication

Failures Are Valuable IP: Protect Your Startup’s Negative Trade Secrets

Technology companies and start-ups are familiar with protecting inventions with patents, and protecting their secret formulas, source code, and algorithms as trade secrets. But tech companies may not be aware of another powerful form of...

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News

Discovery Builders Wins Complete Defense Ruling at Trial

Northern California legal powerhouse Farella Braun + Martel secured a complete defense victory at trial on behalf of developer Discovery Builders, Inc. and co-defendants in a lawsuit by the Yolo County District Attorney’s Office in...

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News

Jaya Bajaj Named to Lawyers of Color Hot List 2022

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News

Farella Braun + Martel Announces 2023 New Partner Class

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