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Taxes can have a significant impact on family offices, influencing decisions around structure, investing and overall planning strategies. McDermott’s Family Office Tax webinar series explores the latest trends and guidance on...more
The Corporate Transparency Act (CTA) has the potential to reshape the privacy landscape for family offices, while also introducing considerable compliance burdens and legal risk. Join Daniel Bell and Sebastian Orozco...more
At best, audits by the Internal Revenue Service (IRS) and other regulators drain resources from a family office, racking up professional fees and diverting the time and attention of family members and staff. At worst, the...more
Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more
Dramatic market shifts are causing family offices to reconsider their structures, especially family office compensation arrangements that are based on public market valuations. These same dynamics are creating opportunities...more