Family Office Tax Roundtable 2023 - McDermott Will & Emery

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

Webinar / McDermott Webinar / February 27, 2024

Family Office Tax Webinar Series: Compensation Strategies

New York, NY / Speaking Engagements / March 14–15, 2024

19th Annual International Estate Planning Institute

Webinar / Speaking Engagements / December 14, 2023

Corporate Transparency Act: Overview of New Reporting Requirement

Virtual / Speaking Engagements / January 23–25, 2024

2024 FOX Private Trust Company Workshop

Grand Cayman / Sponsored Events / January 28 – 30, 2024

Cayman Alternative Investment Summit

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