Family Office Tax Roundtable 2023 | McDermott

Family Office Tax Roundtable 2023

Overview


At McDermott Will & Emery’s 11th annual Family Office Tax Roundtable, our esteemed lawyers explored strategies to optimize tax planning and avoid common pitfalls. From transfer tax planning and charitable deductions to deferred compensation and multijurisdictional relationships, dynamic sessions provided insights on the latest trends and guidance on tax planning for family offices ahead of 2024.

Discussion topics included:

  • Tax-Efficient Investments & Investment Structures
  • Mind the Gap: Avoiding Costly Missteps in Charitable Planning & Administration
  • Is Your Private Trust Company Crossing the (Tax) Line?
  • Stuck Like Glue: Using LTI & Deferred Compensation to Attract & Retain the Best Family Office Employees
  • Steering the Supertanker: Thoughts on Tax Planning and Structuring with Large Estates

To view the full agenda, please click here.

Dig Deeper

Virtual / Speaking Engagements / June 10, 2025

Recent Trends in Tax Credit Monetization & Transfer Structures

Chicago, IL / McDermott Event / May 20 – 21, 2025

Tax Symposium 2025

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Houston, TX / Speaking Engagements / May 5 – 9, 2025

TEI Houston Chapter 2025 Tax School

New Orleans, LA / Speaking Engagements / April 28 – May 1, 2025

COST’s 2025 Spring Conference and Audit Session

Get In Touch