Overview
Taxes can have a significant impact on family offices, influencing decisions around structure, investing, and overall planning strategies. McDermott’s Family Office Tax Webinar Series explores the latest trends and guidance on tax planning for family offices and identifies opportunities to optimize tax efficiency.
Each episode in the series offers timely perspectives and actionable strategies designed to help family offices navigate evolving tax landscapes and make informed decisions.
Next Webinar
The One Big Beautiful Bill Act: What Family Offices Need to Know | July 23, 2025 | With the enactment of the One Big Beautiful Bill Act, family offices and high-net-worth individuals now face the most significant changes to US tax law since the 2017 Tax Cuts and Jobs Act. These new provisions directly impact income tax planning, estate and gift strategies, charitable giving, and cross-border investment structuring. Join McDermott’s Tax and Private Client teams for a timely discussion highlighting key elements of the final legislation and practical strategies for family offices to effectively navigate the updated tax environment. Learn more and register.
Previous Webinars
The Family Office Rule Decoded | McDermott’s Corporate and Family Office Groups explored the key provisions of the Family Office Rule, providing insights and strategies to help family offices maintain their exempt status, minimize compliance risk, and inform strategic planning. Access to the webinar replay is by invitation only. Get in touch to learn more.
SALT on the Wound: Navigating State and Local Taxation of Modern Trusts | In our second webinar in the series, we explore how various states impose taxes on nongrantor trusts, taking into account recent case law and constitutional developments. Watch the replay.
Family Office Tax Webinar Series: Compensation Strategies | Our first webinar covered the legal, tax and administrative considerations a family office faces when creating incentive and deferred compensation plans for employees. Watch the replay.