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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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...

wireless microphone at seminar. public speaking

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

Authors: Jillyn Hess-Verdon

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It Is in the Giving That We Receive: Federal Charitable Contribution Tax Regime Changes Under the One Big Beautiful Bill Act

September 18, 2025 | Presidential Administration Impacts

Effective charitable planning was already an intricate and complex process before the passage of the...

Bank symbol with with coins stack. Concepts of the banking system, rising interest rates, inflation, deflation, and savings.

Section 1202 and QSBS: A Survey of States That Don’t Conform to the Federal Treatment

August 8, 2025 | Presidential Administration Impacts

Section 1202 of the Internal Revenue Code provides a capital gains exclusion for certain qualified s...

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Exploring the Role of Partnerships in Qualified Small Business Stock (QSBS) Planning

August 2, 2025 | Presidential Administration Impacts

Section 1202 provides an exclusion from capital gains when a stockholder sells qualified small busin...

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