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 Co-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.

Recommended

Changing Domicile For Tax Purposes Is Beneficial If Done Correctly
July 10, 2023

Day Pitney Multistate Tax Practice Chair Scott Clark authored the article, "Changing Domicile For Tax Purposes Is Beneficial If Done Correctly," for Family Wealth Report.

 

Day Pitney Hosts Palm Beach Family Office Forum
July 3, 2023

Day Pitney's annual Palm Beach Family Office Forum at the Eau Paul Beach Resort & Spa was featured in Palm Beach County Business Magazine.

Day Pitney's Sophisticated Cybersecurity Services for Family Offices
June 30, 2023

Day Pitney's Family Office practice chair R. Scott Beach and co-chair of the firm's Data Privacy, Protection and Litigation group William Roberts were featured in Acclaim Magazine article, "Day Pitney's Sophisticated Cybersecurity Services for Family Offices," discussing the cybersecurity services the firm offers to its family office clients.

 

Generations Spring/Summer 2023 - SECURE 2.0 Permits Rollovers From 529 Plans to Roth IRAs
June 29, 2023

Day Pitney Generations Newsletter

Generations Spring/Summer 2023 - The Corporate Transparency Act: FinCEN Provides Further Guidance
June 29, 2023

Day Pitney Generations Newsletter

Generations Spring/Summer 2023 - ESG and Impact Investing: A Panel Discussion
June 29, 2023

Day Pitney Generations Newsletter

Generations Spring/Summer 2023 - A Perfect Pairing: High Net Worth Families and Private Trust Companies
June 29, 2023

Day Pitney Generations Newsletter

Day Pitney Hosts 2023 Palm Beach Family Office Forum
May 31, 2023

Day Pitney's annual Palm Beach Family Office Forum was featured in The Florida Bar News article, "Day Pitney Hosts 2023 Palm Beach Family Office Forum."

Day Pitney Hosts Thought-Provoking Palm Beach Family Office Forum
May 19, 2023

Day Pitney Press Release

Day Pitney Family Office Practice Receives Second Consecutive Cybersecurity Award
May 10, 2023

Day Pitney Press Release

Related Professionals

Copyright © 2023 Day Pitney LLP, all rights reserved.

LexMundi Member
Facebook-f Instagram Linkedin-in