Ferrari Ottoboni Caputo & Wunderling LLP

Name

Ferrari Ottoboni Caputo & Wunderling LLP

Legal name

Ferrari Ottoboni Caputo & Wunderling LLP

Website

https://ferrarilawpartners.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Mergers & Acquisitions (M&A) & Securities Law (BPAHAAAI)

Keywords

• Estate planning law
• Trust administration services
• Tax law services
• Corporate securities law
• Real estate law

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Legal Professional Services: Revenue generated from legal counsel and representation services across trust and estate planning, tax law, real estate law, and corporate/securities matters. Services provided to high-net-worth individuals and growing companies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm in San Jose, California providing legal counsel in trust and estate planning, tax law, real estate law, and corporate/securities matters. The firm serves high-net-worth individuals and growing companies with services including wills, revocable living trusts, power of attorney, guardianship, corporate governance, mergers and acquisitions, and securities compliance.

Product overview

Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm offering comprehensive legal services in estate planning, tax law, trust and estate administration, real estate law, and corporate/securities matters. The firm provides services including wills, revocable living trusts, power of attorney, guardianship, corporate governance, mergers and acquisitions, and securities compliance. The practice areas are delivered through individual legal service offerings rather than a software platform architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust & Estate Services Legal counsel for trust administration and estate matters, including probate, trust disputes, and estate administration for individuals and families.
• Tax Law Services Comprehensive tax planning and compliance services for individuals and businesses, including estate and gift tax planning.
• Estate Planning Comprehensive estate planning services including wills, trusts, and succession planning to protect and transfer wealth for individuals and families.
• Real Estate Law Services Legal representation for real property transactions, leasing, zoning, and estate planning for real estate assets.
• Guardianship Services Legal assistance establishing guardianships for minors or incapacitated individuals.
• Power of Attorney Services Drafting and implementation of financial and healthcare powers of attorney for incapacity planning.
• Corporate & Securities Law Services Legal counsel for entity formation, mergers and acquisitions, intellectual property, venture capital financing, and securities compliance for businesses and entrepreneurs.
• Revocable Living Trusts Trust instruments that allow asset management during life and avoid probate upon death.

Quantifiable outcome

• Trusted counsel for high-net-worth clients and growing companies for over 50 years

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Allen Matkins Leck Gamble Mallory & Natsis LLP: California real estate and business law firm with strong overlap in real estate transactions, corporate/securities, and tax-related counseling for HNW and institutional clients.
• Buchalter Nemer PC: California-based multi-office full-service firm with comparable real estate, tax, corporate/securities, and estate planning practices serving HNW and business clients.
• Procopio, Cory, Hargreaves & Savitch LLP: Larger California-based full-service firm with corporate/securities, estate planning, tax, and real estate practices serving a similar client base but at greater scale across multiple offices.
• Withersworldwide: International law firm renowned for its private client and trust/estate practice; comparable trust, tax, and wealth-structuring services for HNW individuals at larger scale across geographies.
• Jeffer Mangels Butler & Mitchell LLP: California-based full-service firm with overlapping real estate, tax, corporate/securities, and trust/estate practices serving HNW individuals and business owners.

Direct peers

• Hoge Fenton Jones & Appel: Silicon Valley-based full-service firm with comparable estate planning, tax, business, and real estate practices serving HNW clients and growth companies in the same metro.
• Hopkins & Carley: Long-established San Jose-based full-service law firm serving businesses and individuals across corporate, real estate, tax, and estate planning matters; the closest direct peer in geography, size, and practice mix.
• Stubbs Alderton & Markiles LLP: California boutique law firm focused on business, corporate/securities, and high-net-worth client matters; comparable in size, Silicon Valley deal-flow orientation, and HNW / start-up client base.
• Wendel Rosen Black & Dean LLP: East Bay / Bay Area mid-size law firm with similar real estate, business, tax, and estate planning practices serving HNW and business clients across Northern California.
• Berliner Cohen: San Jose-headquartered mid-size law firm serving businesses and HNW individuals with corporate, tax, real estate, and estate planning practices; directly comparable in market and service offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ferrari Ottoboni Caputo & Wunderling LLP