Family Office Symposium 2024 | Key Takeaways

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McDermott’s Family Office Symposium 2024 gathered more than 275 family office executives to explore creative solutions to navigate complexity and gain fresh perspectives on the challenges they face. Over two days, participants heard from family office leaders and McDermott partners on the latest developments impacting family offices and exchanged insights on strategies to manage wealth and legacy in a dynamic environment.

This report provides key takeaways from each of the following sessions, including highlights from live polling conducted during the event to provide additional context and insights:

- Here is What We Do Know: Potential Federal Tax Policy Developments

- Politics, Privacy, Power & (Non)profits

- Stress Testing Your FLP: The Anatomy of an FLP Challenge...

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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