Estate Planning For Family Offices After The One Big Beautiful Bill
Financial Management for the Family Office Program
November 2, 2026
1:45pm – 3:00pm
Event Sponsor: Lido Consulting Group/Pepperdine Graziadio Business School
Jeff Eisen will be speaking on the panel, "Estate Planning for the Family Office Client After the 'Big Beautiful Bill'" for Lido Consulting Group/Pepperdine Graziadio Business School's Financial Management for the Family Office Program, on November 2, 2026.
About the panel...
This very timely session will discuss the estate planning challenges and opportunities for the Family Office client in light of the passage of the “One Big Beautiful Bill” in July, which gives us certainty (as much as Congress can give us) for the first time in a long time. We will cover some planning techniques which high net worth/family office clients are employing to reduce their estate tax burden.
Speakers:
- Mikkela Sweet, Executive Vice President, Enterprise Trust
- Jeffrey Eisen, Partner, Mitchell Silberberg & Knupp LLP
