Day Pitney's Family Office Investment Series™ Wins WealthBriefing Innovation in Marketing Award

Day Pitney LLP is proud to announce that its Family Office Investment Series™ has been named the winner of the Private Client Practitioner or Consultancy Marketing Campaign (Americas) category in the inaugural WealthBriefing Innovation in Marketing Awards 2026.

These awards recognize individuals, teams, and organizations demonstrating excellence and innovation in marketing across the global wealth management industry. Day Pitney was honored for its campaign that builds trust, showcases the firm’s experience, and fosters meaningful engagement with high-net-worth families, family office executives, trusted advisors, and other members of the private wealth community.

At the center of the Family Office Investment Series™ is the firm’s annual Palm Beach Family Office Forum, now in its 13th year, which brings together family office principals, investors, executives, advisors, and industry professionals for discussions on the legal, operational, governance, and investment issues shaping the family office landscape. Topics have included private investments, succession planning, cybersecurity and data privacy, executive recruitment and compensation, operational infrastructure, real estate investment trends, and emerging sectors and opportunities such as data centers, health and medical technology, and sports, media, and entertainment.

"We see our role at Day Pitney as strategic legal advisors in creating, counseling, and curating the conduits of capital that are facilitating and fueling the engines of growth across industries and across geographies, both here in the U.S. and globally. Through our experience, insight, and the tailored ecosystem that we have built, we at Day Pitney are uniquely positioned to help our clients navigate the risks that are creating uncertainties across markets and deliver to them timely solutions and results,” said R. Scott Beach, Leader of Day Pitney’s Family Office Practice and Chair of its Corporate and Business Law Department.

The Palm Beach Forum anchors a broader series of programs held throughout the year in markets including New York City, Miami, Boston, and Park City, as well as select international locations in LATAM and Europe. The campaign includes webinars, articles, and Generations, Day Pitney’s bimonthly Family Office newsletter, featuring timely insights and highlights from the firm’s family office programming.

The campaign’s reach has expanded internationally through Day Pitney’s leadership in Lex Mundi’s Global Family Office Group. Through this initiative, the firm has helped organize in-person programs over the past year in Bogotá, Vienna, and Copenhagen, as well as webinars for family office principals, executives, and advisors around the world.

Day Pitney’s Family Office Practice advises high-net-worth individuals and families, family offices, executives, and closely held and multigenerational businesses on sophisticated legal, business, governance, tax and wealth planning matters. With more than a century of experience serving families of wealth and their business enterprises, the firm provides integrated counsel designed to preserve, protect, and transition wealth across generations.

According to WealthBriefing, honorees are selected through an independent judging process led by expert panels comprising representatives from banks, family offices, and trusted advisors and consultants to the wealth management sector. For additional information on the awards and methodology, click here.

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