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 the article, "Cybersecurity for the Under-Resourced" for Bloomberg BNA.
On November 15, Scott Beach spoke at the Business Owners’ Journey Program sponsored by U.S. Trust in Boca Raton, Florida.
On November 8, 2016, Greg Kahn presented at the Family Office Association's Fall Global Summit held at Tamarack Country Club, Greenwich, CT.
Day Pitney Estate Planning Update
On September 21, Scott Beach spoke on the Family Office Panel at the ACG New England Fall Conference at Mohegan Sun.
Day Pitney's Family Office practice has been shortlisted for the "Law Firm of the Year" for the Family Wealth Report Awards.
Barbara Freedman Wand was mentioned in an article, "People on the Move," in The Boston Business Journal. Wand was recently elected as a member to Day Pitney's Executive Board, which provides guidance to the Executive Committee and serves as a liaison to the firm's partners.
Day Pitney's Family Office Practice is shortlisted as one of three contenders for best "Legal Team" at the third annual Family Wealth Report Awards. Winners will be announced on March 10th at the Mandarin Oriental in New York. The awards were designed to recognize companies, teams and individuals that the prestigious panel of judges deemed to have "demonstrated innovation and excellence during 2015." Scott Beach will be attending the awards ceremony on behalf of the Firm.
Day Pitney's Family Office practice has been shortlisted for the "Legal Team" for the Family Wealth Report Awards. The award showcases "best of breed" providers in the global private banking, wealth management and trusted advisor communities. The awards were designed to recognize companies, teams and individuals that the prestigious panel of judges deemed to have "demonstrated innovation and excellence during 2015." The final winners will be announced on March 10. More information about the awards can be found here.
Warren Whitaker was selected as a recipient of the STEP Founder’s Awards for 2015, given in recognition of outstanding voluntary contributions to STEP (the Society of Trust and Estate Practitioners). Whitaker has served as Chair of STEP New York and STEP USA and as a member of the STEP Worldwide Council. He also founded and chairs the STEP International Estate Planning Institute, now in its twelfth year. He has been instrumental in helping increase the membership of STEP USA from under 100 members in 2004 to over 1,000 today.