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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

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

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

The NYU SPS Annual Institute on State and Local Taxation

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

Orlando, FL / Speaking Engagements / November 5 – 7, 2025

The Bank & Capital Markets Tax Institute 2025

Honolulu, HI / Speaking Engagements / November 2-6, 2025

62nd Annual Hawaii Tax Institute

Portland, CT / Speaking Engagements / October 30, 2025

Connecticut Bar Association's 2025 Federal Tax Institute of New England