Day Pitney LLP hosted its annual invitation-only Palm Beach Family Office Forum. In its sixth year, the event, held virtually this year due to the pandemic, drew attendees including family office principals, executives and family members as well as other high-net-worth individuals and advisors from across the country. This year's Forum focused on the potential impact of the upcoming U.S. elections on family offices, their principals and businesses.
Chair of Day Pitney's Corporate and Business Law department and head of the Family Office Practice, R. Scott Beach, kicked off the Forum by welcoming attendees and moderating a discussion entitled "Economic Outlook, Potential Economic Impact of the 2020 U.S. Election" with Lincoln Ellis, Head of Investment Strategy, Client Investment Officer, Global Family Office at Northern Trust. See the recording of this session here and access the presentation materials here.
The second program, "Domicile Outlook, Potential Impact of the 2020 U.S. Election on Tax Residency and Domicile" featured speakers Tasha Dickinson and Michael Wargon of Day Pitney and Kelly Smallridge, President and CEO of the Business Development Board of Palm Beach County. See the recording of this session here and access the presentation materials here.
The final program in the series, "Tax Policy Outlook, Potential Tax Policy Impact of 2020 U.S. Election" featured speakers Daniel Gottfried of Day Pitney, Amanda Agati, Chief Investment Strategist, PNC Financial Services Group, Adrian Alfonso, Principal, Kaufman Rossin, P.A., and Julio Castro, Partner, Evercore Wealth Management LLC. See the recording of this session here.