Family Office Tax Webinar Replay: Compensation Strategies

By and on April 11, 2024

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 tax planning for family offices and identifies opportunities to optimize tax efficiency.

Our first webinar covered the legal, tax and administrative considerations a family office faces when creating incentive and deferred compensation plans for employees. Discussion topics included:

  • Compensation strategies as tools to use in competing in the “war for talent”
  • Long-term incentive arrangements to reward performance and foster retention
  • Leveraged and non-leveraged co-investment opportunities
  • Benefits of carried interest, phantom equity and profit sharing

Access the webinar.

Patrick J. McCurry
Patrick J. McCurry concentrates his practice on the corporate and tax aspects of complex business and investment transactions, with a particular focus on transactions involving single-family offices, private equity funds and other financial sponsors (on both buy and sell-side), emerging businesses, partnerships and strategic joint ventures, limited liability companies and closely held corporations. Read Patrick McCurry's full bio.

Thomas Ward
Thomas (Tom) P. Ward advises high-net-worth individuals and business owners on the income tax, corporate and compliance aspects of complex business and investment transactions, with a focus on family office management companies, private investment funds and complex incentive equity programs. Read Thomas Ward's full bio.




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