West Coast Forum 2024 | McDermott

West Coast Forum 2024

Overview


McDermott’s Private Client West Coast Forum 2024 was held on October 29th in Los Angeles and October 30th in San Francisco. Tailored specifically for ultra-high-net-worth families, their family office representatives, and advisors, this series of half-day, interactive programs explored the latest developments and pressing topics impacting wealth management and estate planning.

Click on the links below to read key takeaways for each session and view the full agenda here.

Dig Deeper

Virtual / Speaking Engagements / June 10, 2025

Recent Trends in Tax Credit Monetization & Transfer Structures

Webinar / Speaking Engagements / June 3, 2025

Beneath the Service: Administration Beyond the Distribution Policy

Chicago, IL / McDermott Event / May 20 – 21, 2025

Tax Symposium 2025

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Houston, TX / Speaking Engagements / May 5 – 9, 2025

TEI Houston Chapter 2025 Tax School