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.

×
×
About Day Pitney Careers News Client Access

Insights

Publications Events

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
Generations Summer 2021 - Impact Investing: Renewed Interest in 'Benefit Corporations'
June 23, 2021

Day Pitney Generations Newsletter

Generations Summer 2021 - Making the Move: Roundtable Discussion on What It Is Like to Relocate a Family Office to the Cayman Islands
June 23, 2021

Day Pitney Generations Newsletter

Generations Summer 2021 - Day Pitney’s Real Estate Fund Investment Opportunities Roundtable
June 23, 2021

Day Pitney Generations Newsletter

Generations Summer 2021 - The Biden Administration Tax Proposals: The Green Book Sheds Light on Effective Dates
June 23, 2021

Day Pitney Generations Newsletter

Generations Summer 2021 - Planning and Pitfalls with Qualified Small Business Stock
June 23, 2021

Day Pitney Generations Newsletter

Top 100 Private Client Lawyers 2021
September 15, 2021

New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.

Chambers High Net Worth Recognizes 20 Attorneys for Private Wealth Law
July 26, 2021

Day Pitney Press Release

Day Pitney Completes Merger with Rhode Island Firm
July 16, 2021

Day Pitney's merger with Rhode Island-based Howland Evangelista Kohlenberg, which was completed on July 1, was featured in the Connecticut Law Tribune.

South Florida Law Firm Continues Expansion After Merging With Rhode Island Firm
July 15, 2021

The completion of the merger between Day Pitney and Howland Evangelista Kohlenberg was featured in South Florida Business & Wealth's article, "South Florida Law Firm Continues Expansion After Merging With Rhode Island Firm."

Day Pitney Completes Merger With Howland Evangelista Kohlenberg
July 12, 2021

Day Pitney's merger with Howland Evangelista Kohlenberg, which was completed on July 1, was featured in the MetroHartford Alliance.
Related Professionals
Beach, R. Scott
R. Scott Beach
Greenwich, CT
Stamford, CT
T: (203) 862 7824
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Providence Boca Raton Delray Beach Miami West Palm Beach

This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.

This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.