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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.

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Recommended
Taxation of Tangible Personal Property
June 3, 2020

Warren Whitaker co-authored an article for Wealth Strategies Journal, "Taxation of Tangible Personal Property."

Day Pitney's Palm Beach Family Office Forum 2020 Update

Due to the COVID-19 pandemic, this year's annual Day Pitney Palm Beach Family Office Forum, which had originally been scheduled for April 28 and 29, has been postponed to hopefully be rescheduled for later this year.

April 28-29, 2020
COVID-19 and Practical Guidance for Small Businesses
April 3, 2020

Day Pitney Advisory

Estate Planning for Tangible Personal Property

On January 15, Warren Whitaker spoke on estate planning for tangible personal property at the annual Heckerling Estate and Tax Planning Conference in Orlando, FL.

January 15, 2020
Heckerling Estate and Tax Planning Conference, Orlando, FL
A Millennial’s Guide to Life and Money

On December 3, Michael Wargon will discuss estate planning for young families at "A Millennial's Guide to Life and Money," a series presented by The Harbor Financial Group at Morgan Stanley and held in Delray Beach, FL.

December 3, 2019
Morgan Stanley Next Gen Series,Delray Beach, FL
COVID-19 & Election Year Wealth Transfer Strategies
May 8, 2020

On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance.

Chambers Global 2020 Ranks Day Pitney's Energy Practice, Energy Attorneys, and Individual Client Attorneys
February 18, 2020

Day Pitney Press Release

Day Pitney Named “Best Law Firm – Estates and Trusts” by Private Asset Management
February 10, 2020

Day Pitney Press Release

Tasha Dickinson Joins Day Pitney in West Palm Beach, Bolstering the Firm’s Individual Clients and Family Office Capabilities
January 6, 2020

Firm Continues Growth Strategy in Florida

Day Pitney Promotes Five New Partners
January 2, 2020

Day Pitney Press Release
Related Professionals
Beach, R. Scott
R. Scott Beach
Greenwich, CT
Stamford, CT
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