Family Office Symposium 2023
May 15-17, 2023 | New York City, NY
Come together with leading family office executives to connect and exchange ideas over two days of dynamic programming and networking opportunities.
From significant recent developments to family office compensation structures to direct investing, today’s shifting legal, global and economic landscapes bring a blitz of new opportunities and challenges for family offices and the families they serve. Our two-day program will equip you with the insights and peer discussions you need to successfully manage today’s critical challenges, optimize opportunities and anticipate what’s next for your family office.
We look forward to seeing you in New York City!
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Program (subject to change)
Monday | May 15, 2023 – All times reflected in EDT
4:00 – 7:00 PM
Registration Opens at Marriott Marquis
7:00 – 10:00 PM
Welcome Reception at McDermott NYC
One Vanderbilt Avenue
New York, NY 10017
Late Night Social at st. cloud rooftop
The Knickerbocker
6 Times Square, 17th Floor
New York, NY 10036
7:45 – 8:30 am
Breakfast and Networking
8:30 – 8:45 am
Welcome & Opening Remarks
8:45 – 9:35 am
Current Developments Impacting Family Offices
9:45 – 10:35 am
Tie Dye & Tube Tops: Trends in Family Office Compensation & Structures
10:45 – 11:35 am
It’s Your Fault You’re Generous: Challenges of Making & Administering Charitable Gifts at Death
11:45 am – 12:30 pm
Breakout Session I – Choose One of the Following:
Beginner | Back to Basics: Family Office Structuring 101
Intermediate | Cybersecurity Essentials for Family Office Executives
Advanced | Passing the Buck: PTE Elections & Imperfections
12:40 – 1:40 pm
Networking Lunch
1:50 – 2:35 pm
Breakout Session II – Choose One of the Following:
Beginner | Workforce Strategies: Navigating Sensitive Employment Law Issues, Minimizing Legal Exposure & Protecting Client Privacy
Intermediate | Growing Pains: Understanding Crypto in the Changing Environment
Advanced | Tick Tock, 961 Days & Counting: Planning for the Rollback of Estate, Gift & GST Exemptions
2:45 – 3:35 pm
Moderated Peer Panel Discussion
Family Office Operations
3:45 – 4:30 pm
Wealth Taxes & the Constitution: Recent Developments & Litigation Trends
4:30 – 6:30 pm
Break
6:30 – 10:00 pm
Dinner at the Iconic Rainbow Room
30 Rockefeller Plaza, 65th Floor
New York, NY 10112
Enter at 49 West 49th Street and proceed up the escalator to the mezzanine level.
10:00 PM
After Dinner social at broadway lounge
Marriott Marquis
1535 Broadway
New York, NY 10036
Wednesday | May 17, 2023 – All times reflected in EDT
8:15 – 9:00 am
Breakfast and Networking
9:00 – 9:30 am
Reporting for Duty: Preparing for the Corporate Transparency Act
9:40 – 10:25 am
Breakout Session III – Choose one of the following:
Beginner | Hopping Across the Pond: Living Between the United States & Europe
Intermediate | What to Expect When the IRS is Expecting $80 Billion
Advanced | Breaking Up Is Hard To Do: Tax & Trust Issues Facing Divorcing Spouses
10:35 – 11:25 am
Moderated Peer Panel Discussions
Family Office Investment
Private Trust Company Operations
11:35 am – 12:25 pm
CONSIGLIERI, QUARTERBACKS & CONFIDANTS: BEST PRACTICES FOR A PRODUCTIVE PARTNERSHIP
12:25 – 12:30 pm
Closing remarks
12:30 – 1:30 pm
Grab-and-go Lunch
12:30 – 1:45 pm
Women’s Lunch
thought leadership
MATTHEW GIDDINGS
President | KF Partners
BENETTA PARK
President | Johnson Keland Management
JOEL REVILL
CEO | Two Ocean Trust
TODD ANGKATAVANICH
Partner | New York
tangkatavanich@mwe.com
LEIGH-ALEXANDRA BASHA
Partner | Washington, DC
lbasha@mwe.com
DANIEL J. BELL
Partner | Washington, DC
Djbell@mwe.com
BOBBI J. BIERHALS
Partner | Chicago
bbierhals@mwe.com
SCOTT A. BOWMAN
Partner | Washington, DC
sbowman@mwe.com
CHRISTOPHER A. BRAHAM
Partner | Los Angeles
cbraham@mwe.com
WILLIAM J. BUTLER
Partner | Chicago
wbutler@mwe.com
RICHARD C. CALL
Partner | Boston, New York
rcall@mwe.com
JAMES H. CUNDIFF
Partner | Chicago
jcundiff@mwe.com
JOSEPH B. EVANS
Partner | New York
jbevans@mwe.com
SCOTT FERBER
Partner | Washington, DC, New York
sferber@mwe.com
KATRINA CRAFTON FLUET
Partner | Silicon Valley
kfluet@mwe.com
CHRISTOPHER FOSTER
Partner | San Francisco
cfoster@mwe.com
SIMON GIBB
Partner | London
sgibb@mwe.com
L. TIMOTHY HALLERON
Partner | Chicago
thalleron@mwe.com
SARH P. HOGARTH
Partner| Washington, DC
shogarth@mwe.com
JEANETTE SUAREZ HUNTER
Partner | Chicago
jhunter@mwe.com
NEIL T. KAWASHIMA
Partner | Chicago
nkawashima@mwe.com
MICHAEL B. KIMBERLY
Partner | Washington, DC
mkimberly@mwe.com
ELYSE G. KIRSCHNER
Partner | New York
ekirschner@mwe.com
TONI ANN KRUSE
Partner | New York
tkruse@mwe.com
JULIE KWON
Partner | Silicon Valley
jkwon@mwe.com
RICHARD A. LANG
Partner | Chicago
rlang@mwe.com
CARLYN S. McCAFFREY
Partner | New York
cmccaffrey@mwe.com
TODD S. McCLELLAND
Partner | Atlanta
tmcclelland@mwe.com
PATRICK J. McCURRY
Partner | Chicago
pmccurry@mwe.com
ELISE J. McGEE
Partner | Chicago
emcgee@mwe.com
JOSEPH K. MULHERIN
Partner | Chicago
jmulherin@mwe.com
NICOLE M. PEARL
Partner | Los Angeles
npearl@mwe.com
MELISSA PRICE
Partner | Miami
mmprice@mwe.com
IAN M. SCHWARTZ
Partner | New York
ischwartz@mwe.com
ADAM K. SHERMAN
Partner | Chicago
aksherman@mwe.com
KEVIN SPENCER
Partner | Washington, DC
kspencer@mwe.com
Meet all our Private Client & Wealth Management lawyers.
HOTEL ACCOMMODATIONS
New York Marriott Marquis
1535 Broadway
New York, NY 10036
Approximately 9 miles from the LaGuardia Airport
Approximately 17 miles from the John F. Kennedy Airport
MCLE/CPE
Minimum Continuing Legal Education (MCLE) credit is pending in California, Illinois and New York for programming. A Multi-Jurisdiction Certificate of Attendance will be made available to participants requesting MCLE credit in all other jurisdictions. Continuing Professional Education (CPE) credit is also pending. A Multi-Jurisdiction Certificate will be made available to participants requesting CPE credit.
Contact
McDermott Will & Emery’s Family Office Symposium is designed for the educational benefit of owners and executives of single-family offices. Please be advised McDermott has the right to restrict attendance and may limit participation in this event.