A team of Day Pitney Family Office lawyers authored a white paper titled, "Key Considerations for Structuring and Operating Single Family Offices," with Angelo Robles, CEO of the Family Office Association. The white paper was published by the Family Office Association and discusses how to properly structure and operate a family office in order to protect a family's wealth and legacy while also establishing the framework through which family members can pursue their short- and long-term endeavors.
Day Pitney Advisory
Warren Whitaker and Edda Santiago spoke at a joint meeting of the New York Center for Financial Studies and the New York City Chapter of the Society of Financial Services Professionals on the topic of "International Estate Planning."
On November 13, Carl Merino co-presented on "Acquiring U.S. or UK Real Estate" at the U.S./UK Tax and Estate Planning Conference, sponsored by Frank Hirth and held in London, UK.
On November 5, Peter Bilfield and Aaron Kriss will be participating in a panel, entitled "Qualified Opportunity Zones: What Every Investor Needs to Know Before Investing," at the 2018 Family Office Association NYC Summit, which is held exclusively for families and single family offices.
Dina Kapur Sanna spoke at International Trust and Estate Planning 2018, a program presented by American Law Institute Continuing Legal Education (ALI CLE) and held in San Francisco, CA.
Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," for the 2019 Private Asset Management Awards.
Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Legal Team of the Year" private client category for the 2019 Family Wealth Report Awards.
Day Pitney Press Release
Darren Wallace was quoted in an article, "Paul Allen's $26 Billion Estate Will Take Years to Unravel," published by Bloomberg.
Day Pitney has been named a finalist in the category of "Accounting, CPA or Law Firms Serving Family Offices" for the 2018 Family Wealth Alliance Best in the Industry Awards.