Related Services

We help clients carry out their wealth transfer objectives and minimize transfer tax costs through meticulous planning and practical solutions. From Last Wills and Testament and Trust Agreements to Living Wills and Advanced Medical Directives, our knowledge of estate, tax and gift planning makes us a powerful advocate for our clients and their beneficiaries. We work closely with each client to structure the estate to provide for the right beneficiaries, minimize or eliminate associated taxes, and allow for surrogate decision making in financial and healthcare matters in the event of an individual’s incapacity.

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Our attorneys advise on the full spectrum of taxable transactions and tax-saving techniques at the individual and entity levels. Most important, our tax planning advice focuses not just on our clients’ immediate needs but also in anticipation of the likely issues they will face as the business evolves. We help clients develop a tax-efficient structure that complies with the law, prevents undue expense and ultimately achieves the desired tax and business outcomes.

For privately owned businesses, strategic tax planning is essential to preserving wealth, minimizing tax liabilities, and ensuring long-term financial stability. Our team works closely with business owners and families to design tax structures that optimize cash flow, protect assets, and support generational wealth transfer. Whether managing state tax nexus issues, responding to federal tax audits, or advising on tax incentives and credits, we provide proactive guidance that aligns with our clients’ financial and operational goals.

By leveraging deep industry experience and a client-focused approach, we help businesses and families confidently navigate the complexities of state and federal taxation while maximizing opportunities for growth and sustainability.

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For a family business or closely held enterprise, there are real advantages to working with reliable, well-informed attorneys to develop a solid succession plan. Our business succession planning team can help ease the transition to new management, facilitate business growth and curb taxes while providing a secure basis for retirement.

Our attorneys work closely with owner-managed and family-owned businesses to develop a strategic, forward-looking succession framework. We aim to balance our clients’ personal and business goals, preserve existing assets, prevent family discord and set the next generation of company leadership up for success. To this end, we often guide clients in evaluating the choice of entity and ownership structures and inform them of additional financing options, including life insurance arrangements, recapitalizations, buy-sell agreements, non-competition covenants, stock options, restricted stock awards and deferred compensation arrangements.

The succession planning process is often done in incremental steps over a period of months or years. And we counsel clients every step of the way to ensure their succession plan is an integral part of their business strategy, and their legacy is left in capable hands.

Our team looks beyond a one-size-fits-all model to develop compensation and benefits programs that reinforce our clients’ priorities while helping them attract and retain the right employees and executives.

We advise businesses with 401(k), pension, health and incentive compensation plans on their tax and ERISA compliance obligations and represent employers dealing with plan benefit claims and with audits by the IRS, the U.S. Department of Labor, and the Pension Benefit Guarantee Corporation (PBGC). In an acquisition, we perform benefit plan due diligence to identify potential liabilities, draft plan-related purchase agreement provisions, and counsel employers on the transition of benefit plans.

Our team is uniquely positioned to support privately owned businesses by offering tailored solutions that address their specific needs. We understand that privately owned businesses require a strategic approach to employee benefits that align with their long-term goals and values. Our team works closely with such companies to design and implement comprehensive benefits packages ensuring that they meet the highest standards of quality and compliance.

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High-net-worth individuals and family offices are intertwined with Private Equity and Venture Capital transactions. Liquidity and exit events are wealth creation transactions. Our team has decades of experience leading the sale of entrepreneurial, founder, and multi-generational family businesses to acquisitive funds, sponsors, and portfolio companies. Frost Brown Todd represents investment funds, sponsors, management teams, VC incubators, entrepreneurs, family businesses, and PE and VC investors. We regularly review investment fund documents, tailor portfolio company transactions and exit events, and advise on the terms, obligations, and conditions of all the related deal flow in these various wealth creation business models.

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Family Office clients often have substantial real estate holdings and require specialized services to manage these diverse assets effectively and generate stable returns. Key services provided by FBT’s real estate practice group support Family Office clients with their real estate holdings include, but not limited to:

• Buying and selling: Assistance with acquisitions and dispositions of properties.
• Leasing: Negotiation and management of leases for various property types, including retail, office, industrial, and multi-family developments.
• Structuring Transfers: Inter-family and inter-company transfers to minimize property tax reassessment.
• 1031 tax-deferred exchanges: Guidance on tax-deferred exchanges to defer capital gains taxes.

These elements and services ensure that family offices can effectively manage their real estate investments, providing stability and growth for wealth across generations.

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As trusted counsel to some of the most prominent family offices around the globe, we offer a wide range of legal services to address their unique needs. Our knowledge spans various areas of law essential for the successful operation and growth of family offices. We assist clients in navigating complex transactions, managing risk and compliance, and implementing cost-effective solutions to address the diverse challenges they encounter in their day-to-day operations.

Our team combines the sophistication and strategic reach of a premier law firm with the personalized approach that our clients value. We are dedicated to providing the most current information relevant to specific needs and industry trends, ensuring that our clients receive the best solutions and strategic advice for their growth and success.

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FBT is dedicated to providing family offices with customized legal services that address their specific needs and challenges, including M&A services to support their operations. These services include assistance with structuring business entities, executing complex M&A transactions, and providing strategic advice to ensure the growth and success of those businesses. With decades of experience in facilitating merger, acquisition and divestiture transactions, as well as joint ventures and business combinations, of all sizes, we leverage the knowledge of some of the nation’s foremost legal professionals across a diverse range of practices.

We pride ourselves on our meticulous and practical approach to negotiation and our ability to draft clear and comprehensive documents. Our clients span various sizes and industries, but they all seek legal professionals who deliver value-driven solutions through a business-oriented approach. Our clients appreciate that we prioritize their goals and view transactions from their perspective.

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Intellectual property (IP) is often overlooked in family-owned and privately-held businesses but should be an essential part of operations—especially for protecting and safeguarding valuable assets like brand identity, business processes, and product innovations.

At FBT, our skilled team of attorneys help identify, manage and protect key IP needs including trademarks for names and logos, copyrights for original materials, patents for inventions, and trade secrets for confidential business information. Securing domain names and online assets is also essential in today’s digital world. Equally important are ensuring proper licensing agreements and addressing IP during succession planning and business continuity, helping to ensure long-term control and value. FBT can also manage and facilitate regular IP audits and employee agreements, further protecting against misuse or loss of these critical business assets.

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