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.
October 8, 2026 | Publications
Fifteen years ago, John and Julie Jones,[1] both of whom were in their mid-60s, created a revocable ...
October 8, 2026 | Publications
Ohio’s statutory transfer on death designation (TODD) affidavit mechanism (ORC § 5302.22-24) is a...
September 2, 2026 | Qualified Small Business Stock (QSBS)
Section 1202 provides for a substantial exclusion of gain from federal income taxes when stockholder...
August 26, 2026 | In the News
Financial Planning quotes FBT Gibbons Partner Kristin Yokomoto in an article examining how non-grant...
August 25, 2026 | In the News
Financial Planning quotes FBT Gibbons Partner Kristin Yokomoto in an article examining how account t...
August 5, 2026 | In the News
The Recorder profiles FBT Gibbons’ California growth strategy, quoting Chairman Robert Sartin on t...
July 7, 2026 | In the News
Business Insider featured insight from FBT Gibbons Partner Kristin Yokomoto in an article examining ...
June 25, 2026 | Press Releases
FBT Gibbons continues to expand its Wealth Planning & Family Office practice group and de...
April 13, 2026 | Press Releases
FBT Gibbons has expanded into Naples, Florida, with the addition of Partner Juan D. Bendeck and Asso...
April 9, 2026 | In the News
Jillyn Hess-Verdon, who leads FBT Gibbons’ Family Office practice, was quoted by Barron’s in...
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