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

Jillyn Hess-Verdon

Partner

Newport Beach, CA

949.209.8060

A smiling woman with shoulder-length hair wearing a grey blazer and a pink blouse.

Melanie L. McCoy

Partner

Louisville, KY

502.779.8621

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Featured Insights

Explore articles, press releases, and recent examples of our work.

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Fifth Circuit Hands a Big Win to Limited Partners

March 18, 2026 | Blogs

The U.S. Court of Appeals for the Fifth Circuit issued a significant decision affecting how limited ...

How Does a Corporation’s S Corporation History Affect a Taxpayer’s Eligibility to Claim Section 1202’s Gain Exclusion?

March 12, 2026 | Qualified Small Business Stock (QSBS)

Section 1202 provides an exclusion from capital gains when a taxpayer sells qualified small business...

Magnifying glass and documents with analytics data lying on table,selective focusMagnifying glass and documents with analytics data lying on table,selective focus

Does a Section 351 Contribution of Money Qualify as a “Purchase” Under Section 1045?

February 24, 2026 | Publications

Section 1045 allows taxpayers to elect to roll over proceeds from the sale of qualified small busine...

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Independent FMV Appraisals Can Play a Critical Role in Substantiating QSBS Gain Exclusions

February 16, 2026 | Qualified Small Business Stock (QSBS)

Section 1202 provides an exclusion from capital gains when a taxpayer sells qualified small business...

The Delaware Franchise Tax Trap for Section 1045 QSBS Rollovers

February 11, 2026 | Tax Law Defined™ Blog

One of the key requirements of Section 1202 is that the business issuing qualified small business st...

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Rolling QSBS Gains Under Section 1045? Don’t Ignore Working Capital

January 29, 2026 | Tax Law Defined™ Blog

Our QSBS tax planning group at FBT Gibbons regularly assists taxpayers with Section 1202 planning/su...

Money, finance, business concept background. USD dollar bills, skyscrapers.

Avoiding IRS Accuracy Penalties for a Substantial Underpayment of Tax

January 27, 2026 | Publications

There are over 150 types of penalties in the Internal Revenue Code (IRC). One frequent penalty that ...

Debunking Opportunity Zone Myths: What You Need to Know Before States Redesignate in 2026

January 22, 2026 | Publications

Since their creation in 2017, Opportunity Zones (or OZs) have channeled billions of dollars into ove...

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QSBS Masterclass Series with Scott Dolson and QSBSrollover

December 9, 2025 | Podcast

FBT attorney Scott Dolson teamed up with QSBSrollover.com to present five episodes for the QSBS, Sol...

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In the News

Frost Brown Todd’s Jillyn Hess-Verdon Quoted by USA Today on Preparing Heirs for the Great Wealth Transfer