Private Client Roundtable | March 2023

McDermott’s Tax and Private Client teams hosted the first of a series of Boston Private Client Roundtables where attendees reconnected with peers in the tax, private client and wealth advisory space. The speakers discussed hot topics affecting affluent families, their family offices and advisors, followed by a networking cocktail reception.

Discussion topics included:

• Latest developments under Section 2036 & family limited partnerships
• Qualified Small Business Stock (QSBS): The ultimate planning opportunity?
• Family office profits interests considerations
• “Supercharging” family structures with freeze partnerships & other applications