Family Office Tax Roundtable 2025 | McDermott Skip to main content

Family Office Tax Roundtable 2025

Family Office Tax Roundtable 2025

Overview


McDermott Will & Schulte hosted the 13th annual Family Office Tax Roundtable, which brought together family office professionals to discuss today’s most complex tax and legal challenges.

Discussion topics included:

  • What’s new and what’s next in family office tax
  • Hot topics with private trust companies
  • An offer you can’t refuse: Navigating family trust and entity roles
  • New tax-efficient investment strategies for family offices
  • Good housekeeping for family offices

Dig Deeper

Burlingame (SF), CA / Speaking Engagements / March 2 – 4, 2026

COST’s 2026 SALT in a Digital World Workshop

Nashville, TN / Speaking Engagements / February 26, 2026

COST's 2026 Southeast Regional State Tax Seminar

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Webinar / Forte’s Pillar Two Update: Side-by-Side Package Webinar / January 27, 2026

Forte’s Pillar Two Update: Side-by-Side Package Webinar

Las Vegas, NV / In-person / December 11 – 13, 2025

2025 Criminal Tax Fraud and Tax Controversy Conference

New York, NY / Speaking Engagements / December 8 – 9, 2025

The NYU SPS Annual Institute on State and Local Taxation