Overview
McDermott Will & Schulte’s Private Client West Coast Forum 2025 took place on November 11 in San Francisco and November 12 in Los Angeles. This series of half-day, interactive programs brought together ultra-high-net-worth families, their family office representatives, and advisors to explore the key challenges and developments shaping wealth management and estate planning.
Discussion topics included:
- Presidential potency: Navigating wealth, work, and immigration policies – Laurie A. Baddon, Joan-Elisse Carpentier, and David G. Noren
- Mobility and migration: Second passports, offshore accounts, and expatriation – Chris Nason and Arianne R. Plasencia
- From outsourced to in-house: Building the right team at the right time – Sree Arimilli, President of Arimilli Consulting, and Audrey Scott
- IRS disputes: Personnel, procedures, and priorities – Parisa M. Griess and Julie Miraglia Kwon