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

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

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TEI's 80th Annual Conference