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
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Featured Insights
Explore articles, press releases, and recent examples of our work.
May 22, 2025 | Presidential Administration Impacts
On May 13, the House Ways and Means Committee voted to approve a $3.8 trillion tax bill that would m...
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 17, 2025 | Presidential Administration Impacts
Considering this administration’s desire to position the U.S. as a digital banking capital and...
April 15, 2025 | Blogs
Kentucky local governments now have an additional tool to help address their housing shortages thank...
April 7, 2025 | Blogs
The 2017 Tax Cuts and Jobs Act (the “TCJA”) brought significant changes to the federal estate an...
March 18, 2025 | Qualified Small Business Stock (QSBS)
*This article was updated on March 20, 2025. Section 1202 provides for a substantial exclusion of ...
February 5, 2025 | Blogs
On November 7, 2024, the IRS introduced new Form 15620 (Section 83(b) Election) that a taxpayer may ...
February 4, 2025 | Publications
There have been a number of legal developments in recent months, from newly passed laws to recent co...
January 29, 2025 | Tax Law Defined™ Blog
Section 1202 provides a gain exclusion when a stockholder sells qualified small business stock (QSBS...
January 28, 2025 | Press Releases
Frost Brown Todd (FBT) has announced the addition of Ryan Whitaker as a partner in the firm’s ...
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