Insights
Day Pitney remains committed to providing quality legal counsel, while protecting our clients and employees, and transforming our communities into more just, equal and equitable spaces. For more information, please visit our COVID-19 Resource Center | Racial Justice and Equity Task Force.
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.
