GAIM Ops Cayman
April 23 - 26, 2023
The Ritz-Carlton, Grand Cayman

Tom Ward
Partner at McDermott Will & Emery LLP

Profile

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

Tom has extensive experience in establishing and working with family offices and investment entities, ranging from first-generation entrepreneurs to multigenerational families (with net worth anywhere from $40 million to billions of dollars), including several individuals listed in the Forbes 400. Tom works closely with an entire advisor team to implement the optimal structure for a particular situation and has vast experience working with private trust company, airplane, transfer tax and security law considerations.

Tom is co-leader of the Firm’s Closely Held Passthrough Affinity Group and is a frequent speaker on the trends impacting family offices and high-net-worth individuals.

Ranked as “Band 1” by Chambers High Net Worth in its national Family Offices & Funds Restructuring category, clients praise Tom for being “a very thoughtful and knowledgeable attorney that truly understands the needs of an SFO. Tom's approach is very thoughtful and always tries to find creative ways to accomplish his client's goals.”

While in law school, he was a Michigan International Law Journal editor.

RESULTS

Represented multiple clients in connection with the formation or restructuring of management companies and family offices, private investment funds and related incentive equity planning for employees

Led advisor team on $1 billion investment partnership restructuring

Agenda Sessions

  • Beyond regulation - the outlook for family offices

    10:00am