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Family Office Structuring and Operating Pitfalls: Observations From the Field

Publisher: Family Office Monthly, Family Office Wealth Report
July 30, 2015
Day Pitney Author(s) R. Scott Beach

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.

View Article
Recommended
Till Death (And Qualified Trusts) Do Us Part
May 11, 2021

Andrew M. Nerney and Stephanie Eassa Rapp co-authored the article, "Till Death (And Qualified Trusts) Do Us Part," published by WealthManagement.com.

Welcome to the Sunshine State: Establishing Residency in Florida Webinar

Partner Tasha K. Dickinson presents the webinar, "Welcome to the Sunshine State: Establishing Residency in Florida," hosted by at PNC Wealth Management on April 22.

April 22, 2021
Webinar hosted by PNC Wealth Management
IRS Issues Final Carried Interest Regulations
April 12, 2021

Justin M. Hannan authored the article, "IRS Issues Final Carried Interest Regulations," on the Boston Bar Association's Trusts and Estates Blog.

Generations Winter 2021 - Impact Investing: Finding Profit Through Purpose
March 10, 2021

Day Pitney Generations Newsletter

Generations Winter 2021 - Qualified Opportunity Zones: Common Questions and Misconceptions
March 10, 2021

Day Pitney Generations Newsletter

Day Pitney, Fluet Huber ‘Alliance’ Goes Beyond Nat’l Security
June 8, 2021

Day Pitney and FH+H’s new strategic alliance was featured in Law360, and highlights how it will help clients from both firms, from defense contractors to wealthy families and individuals, navigate the evolving national security industry and other fields.

Bloomberg Law’s Business & Practice
June 8, 2021

Day Pitney’s strategic alliance with FH+H, a midsize Northern Virginia-based law firm, was featured in Bloomberg Law’s Business & Practice section.

FH+H and Day Pitney Enter into Strategic Alliance
June 7, 2021

Day Pitney Press Release

Day Pitney Enters ‘Strategic Alliance’ With Virginia Law Firm
June 7, 2021

The firm’s strategic alliance with FH+H, a Virginia law group, to provide expanded services and capabilities was profiled in the Hartford Business Journal.

Carried Interest Regs Leave Uncertainty On Family Managers
April 1, 2021

Senior Associate Justin M. Hannan and Partner Stephen Ziobrowski were quoted in the Law360 Tax Authority article, "Carried Interest Regs Leave Uncertainty On Family Managers."
Related Professionals
Beach, R. Scott
R. Scott Beach
Greenwich, CT
Stamford, CT
T: (203) 862 7824
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