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

New York, NY / In-person / May 13-14, 2026

Tax Symposium 2026

New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Burlingame (SF), CA / Speaking Engagements / March 2 – 4, 2026

COST’s 2026 SALT in a Digital World Workshop

Nashville, TN / Speaking Engagements / February 26, 2026

COST's 2026 Southeast Regional State Tax Seminar

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

San Francisco, CA / In-person / February 11, 2026

Tax in the City®: San Francisco