Family Offices – How Do They Fit into the Institution?

Overview


Elise J McGee and Thomas Olson presented to the Conference of State Bank Supervisors; providing a clear and comprehensive overview of the role of family offices, their functions and administrative structure as well as outlining risk mitigation and best practices for banks and trust companies providing services to family offices.

Dig Deeper

München, Deutschland / McDermott Event / 28. November 2019

McDermott Private Client Forum

New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York

Chicago, Illinois / Speaking Engagements / November 14, 2019

Planning for the Modern Family Office – What, When, Why, How

Washington, DC / Speaking Engagements / November 14-15 2019

International Trust and Estate Planning 2019

Los Angeles, California / Speaking Engagements / October 10, 2019

Business Owners and Estate Planning:

Chicago, Illinois / Speaking Engagements / October 9, 2019

Family Offices – How Do They Fit into the Institution?

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