Hess-Verdon & Associates, PLC

What Hess-Verdon & Associates, PLC does

Hess-Verdon & Associates, PLC is a 6-employee private professional services entity headquartered in Newport Beach, California, founded in 1990. The firm operates as part of the Wealth Planning & Family Office practice within the broader FBT Gibbons LLP platform and focuses on serving high-net-worth families and family-owned businesses across Southern California, Kentucky and Florida. Its core offerings are packaged as two interdependent lines: Wealth Planning (estate planning, tax optimization and business management strategy aligned with family values) and Family Office Services (integrated wealth management, succession planning, governance, and coordination with the family's external advisors).

Engagement is relationship-led and confidential: prospective clients establish an attorney-client relationship before matters are discussed, and pricing is quote-based and not publicly disclosed. The firm emphasizes legacy preservation, multi-generational continuity and collaboration with a family's existing tax, investment and insurance advisors rather than competing with them. Go-to-market is direct attorney engagement, with no disclosed marketing channels or channel partners beyond the FBT Gibbons digital presence.

Operational footprint is modest (6 personnel) but the platform is expanding through lateral partner hires and new offices (e.g., Naples, Florida in 2026 with Partner Juan D. Bendeck; Southern California reinforcement via Partner Kristin Yokomoto in 2026). The entity holds ISO/IEC 27001:2019 and ISO/IEC 27701:2019 certifications, providing a credible data-security and privacy posture for the sensitive nature of HNW estate and trust engagements. No public listing, parent company, funding history, M&A activity or proprietary technology is disclosed in the source material.

Name

Hess-Verdon & Associates, PLC

Legal name

FBT Gibbons LLP

Website

https://hessverdon.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Hess-Verdon & Associates, PLC is a 6-employee private legal practice in Newport Beach, California that delivers wealth planning, estate, tax optimization and family office services to high-net-worth families and family-owned businesses, operating within the FBT Gibbons LLP platform.

Ownership category

akta.pro rank

Product category

Wealth Planning and Family Office Legal Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Wealth planning attorneys
• Family office services
• Business succession planning
• Tax optimization legal

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Hess-Verdon & Associates, PLC operates as FBT Gibbons LLP and provides legal services through its Wealth Planning & Family Office practice. The firm delivers comprehensive estate planning, tax optimization, business succession, and multi-generational wealth transfer services for high-net-worth families and family-owned businesses, integrating Family Office Services with Wealth Planning to align estate and business strategies with family values.

Product overview

FBT Gibbons offers legal services through its Wealth Planning & Family Office practice, providing comprehensive, tailored solutions for preserving wealth across generations. The practice integrates Family Office Services (comprehensive wealth management, succession planning, and family collaboration) with Wealth Planning services (estate planning, tax optimization, and business management alignment). Both services work together to help families navigate wealth management complexities while fostering stability and long-term success.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office legal services providing integrated wealth management, supporting growth, succession planning, and long-term sustainability while collaborating with the family and its advisors. For high-net-worth families and family-owned enterprises.
• Wealth Planning Strategic legal guidance in estate planning, tax optimization, and business management, ensuring estate and business plans align with unique family values and aspirations. For high-net-worth families and family-owned businesses.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights4 records

Direct peers

• Loeb & Loeb: Full-service law firm with a prominent Private Client and Trust and Estates group advising HNW families, family offices, and entrepreneurs on estate planning and wealth transfer. Closely comparable service offering and target clientele.
• Withers Worldwide: Global law firm purpose-built around HNW individuals, families, and family offices, with deep trusts, estates, and succession capabilities. Direct competitor in the same client segment and service category as Hess-Verdon's Wealth Planning & Family Office practice.

Broad incumbents

• Greenberg Traurig: Major U.S. law firm with a national Trust & Estates practice serving HNW individuals, families, and family offices. Provides many of the same services as Hess-Verdon but within a much larger, multi-practice platform.
• Sidley Austin: Global law firm with a long-standing Private Clients, Trusts and Estates practice advising UHNW families on wealth transfer and fiduciary matters. Highly comparable client segment though it sits within a much larger, diversified firm.
• Pillsbury Winthrop Shaw Pittman: Full-service law firm with a Private Wealth Services practice covering estate planning, tax, and business succession for HNW families and family enterprises. Overlaps with Hess-Verdon in service mix but is part of a much broader firm.
• Holland & Knight: Large U.S. law firm with a Private Client Services group focused on estate planning, wealth preservation, and business succession for HNW families and family businesses. Comparable service lines at a broader scale.
• McDermott Will & Emery: Large international law firm with a substantial Private Client practice covering estate planning, wealth transfer, and family business succession. Overlaps with Hess-Verdon in HNW wealth planning but operates across a much broader practice footprint.

Regional players

• Bilzin Sumberg: Florida-based law firm with a strong Wealth Planning practice advising HNW families and family businesses on estate, tax, and succession matters. Particularly relevant peer given Hess-Verdon's Naples, FL expansion.

Others

• KPMG Family Office Services: Big Four advisory practice that supports ultra-HNW families and family offices with tax, estate, and governance services. Not a direct legal competitor but competes for the same client's overall wealth planning budget and influences buyer expectations.

Emerging players

• Mercer Advisors: RIA serving HNW households with integrated wealth management, estate coordination, and family-office-style services. Adjacent competitor addressing the same client needs through an investment-advisory lens rather than a legal-services model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hess-verdon-associates-plc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Hess-Verdon & Associates, PLC