McDermott Will & Emery’s Private Client West Coast Forum 2023 was held on November 1–2. Two half-day events took place in Los Angeles (November 1) and San Francisco (November 2). At these interactive programs, experienced McDermott partners led discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors.

AGENDA

• The Here & Now: Current Developments Impacting Ultra-High-Net-Worth Families & Family Offices – Katy Crafton Fluet and Nicole M. Pearl
• Succession – The Sequel: Dealing with the Aftermath of Dysfunctional Family Relationships – Robert Barton and Laurelle M. Gutierrez
• Labor Law & Privacy: Top 5 Strategies for Managing Workforce Risk – Christopher A. Braham and Christopher Foster
• Mega Donors: Planning for Super-Sized Charitable Gifts – Elizabeth R. Glasgow and Katie C. Gose
• CTA, FINCEN, & FBARs, Oh My! Evolving Disclosure Duties – US Companies + Foreign Assets – Daniel J. Bell and Chris Nason

To view the full agenda, please click here.

To view the key takeaways from the event, please click here.