Scott Beach and Greg Kahn wrote the article, "Family Office Structuring and Operating Pitfalls: Observations From the Field," for Family Office Monthly and Family Wealth Report. The article discusses the requirements for family offices to avail themselves of the exclusion from registration with the SEC as an investment adviser under the Investment Advisers Act and certain structuring and operating mistakes that can potentially result in the loss of such exclusion for family offices.
Jed Davis authored an article, "Cybersecurity for Family Offices," for Trusts & Estates.
Warren Whitaker attended and presented on "The Bad Client: How to Identify and Avoid Them" at the International Wealth Advisors Forum last week, April 26-28, in Marbella, Spain.
On April 25, 2017, Jed Davis presented at the Family Office Association's Spring Global Summit held at Tamarack Country Club in Greenwich, CT.
A team of Day Pitney Family Office lawyers authored a white paper titled, "Key Considerations for Structuring and Operating Single Family Offices," with Angelo Robles, CEO of the Family Office Association.
Jed Davis was interviewed at length about the increasing risks to family offices from hacking and other cybercrimes in an article in Private Asset Management entitled "Family Office Cybersecurity Still Coming up Short" (subscription required).
Von Sanborn is quoted in the article "Advisers to the Ultra-Rich Try to Treat Art as Just Another Asset," published by Bloomberg.
Von Sanborn was featured in an article, "Five Questions: Von Sanborn on Art Law, Insurance and the IRS," published in the Connecticut Law Tribune.
Day Pitney LLP was mentioned in an article, "Day Pitney Named Law Firm of the Year by Family Wealth Report," in the Hartford Business Journal.
Day Pitney Press Release