Wealth Planning & Family Office
Tailored solutions for generational success.
Our Wealth Planning and Family Office practices are designed to provide comprehensive, tailored solutions for preserving wealth across generations. We offer strategic guidance in estate planning, tax optimization, and business management, ensuring our clients’ estate and business plans align with their unique family values and aspirations.
We work closely with family businesses to address their specific needs, supporting growth, succession planning, and long-term sustainability, while collaborating with the family and its advisors. With a focus on confidentiality and lasting legacy, we integrate innovative tools and personalized approaches to help families navigate the complexities of wealth management, fostering stability and success.
Practice Area Contacts
Partner
Newport Beach, CA
Partner
Louisville, KY
Related Practices
Featured Insights
Explore articles, press releases, and recent examples of our work.
August 8, 2025 | Presidential Administration Impacts
Section 1202 of the Internal Revenue Code provides a capital gains exclusion for certain qualified s...
August 2, 2025 | Presidential Administration Impacts
Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...
July 30, 2025 | Presidential Administration Impacts
The One Big Beautiful Bill Act (OBBBA) has changed the game in the world of tax with respect to many...
July 22, 2025 | Qualified Small Business Stock (QSBS)
*This article was updated on July 22, 2025. Section 1202 provides for a substantial exclusion of g...
July 3, 2025 | Family Office
On July 3, 2025, and by a vote of 218 to 214, the U.S. House of Representative passed the Senate’s...
April 21, 2025 | Qualified Small Business Stock (QSBS)
*This article is part of a series addressing entity decision and planning issues related to qualifie...
April 7, 2025 | Blogs
The 2017 Tax Cuts and Jobs Act (the “TCJA”) brought significant changes to the federal estate an...
January 29, 2025 | Tax Law Defined™ Blog
Section 1202 provides a gain exclusion when a stockholder sells qualified small business stock (QSBS...
January 13, 2025 | Press Releases
National law firm Frost Brown Todd (FBT) announced that the team of attorneys at Hess-Verdon, a lead...
December 10, 2024 | Qualified Small Business Stock (QSBS)
Many owners who operate their business through a limited liability company or limited partnership co...
Stay ahead of the law.
Subscribe to receive email updates and choose your topics.