Scott Beach Quoted in Private Asset Management on Transformations of the Family Office

June 4, 2015

Scott Beach was quoted in the article, "What's in a name?" in Private Asset Management (PAM). The article delves into how family offices have transformed over the last decade as more players have entered the industry, and how the Dodd-Frank Act rewrote the rules defining the types of family offices that could be excluded from the Investment Advisers Act of 1940.

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Family Office & Next Gen Planning

On June 7, Tina Albright will be speaking on a panel, "Family Office & Next Gen Planning," at the Transcontinental Trusts International Forum in Bermuda.

June 7, 2019

Transcontinental Trusts International Forum, Bermuda

Opportunity Zones

On June 6, Von Sanborn will serve as the moderator at an Opportunity Zones program presented by the National Association of Corporate Directors (NACD) Connecticut Chapter and held at the Shore & Country Club in Norwalk, CT.

June 6, 2019

National Association of Corporate Directors (NACD) Connecticut Chapter, Norwalk, CT.

The Qualified Business Income Deduction for Real Estate Investors and Professionals

Dan Gottfried spoke on a panel, "The Qualified Business Income Deduction for Real Estate Investors and Professionals," at the 31st Annual Real Property, Trust and Estate (RPTE) National CLE Conference, presented by the American Bar Association and held in Boston, MA.

May 10, 2019

American Bar Association, Boston, MA

International Estate & Tax Planning 2019

Dina Kapur Sanna will be speaking on two panels at International Estate & Tax Planning 2019, a conference presented by the Practising Law Institute and held in New York, NY.

May 6, 2019

International Estate & Tax Planning Conference, New York, NY

Non-Residents Acquiring Real Estate: Compare & Contrast Between the U.S. & UK

Carl Merino spoke on a panel, "Non-Residents Acquiring Real Estate: Compare & Contrast Between the U.S. & UK," at the U.S.-UK Tax Planning conference, presented by KNect365 and held in New York, NY.

May 2, 2019

New York, NY

Day Pitney's Family Office Practice Selected as Finalist for Wealth Management Industry Award

June 3, 2019

Day Pitney's Family Office practice has been selected as a finalist in the Family Offices—Client Initiative category of the 2019 Wealth Management.com Industry Awards for the Day Pitney Family Office Investing Series^TM.

Amy Lonergan Receives Boston Estate Planning Council President's Award

May 22, 2019

Day Pitney Press Release

USA Update: Engaging Women in Wealth Management

May 21, 2019

Tina Albright and Rebecca Tunney were quoted in an article, "USA Update: Engaging Women in Wealth Management," published by Citywealth.

Who Can You Trust in the Cryptocurrency Economy?

April 30, 2019

Daniel Gottfried, chair of Day Pitney's International Transactions practice was quoted in an article, "Who Can You Trust in the Cryptocurrency Economy?," published by the Robb Report.

Ultra-Rich Scout Direct Real Estate Investments

February 17, 2019

Jared Ross was quoted in an article, "Ultra-Rich Scout Direct Real Estate Investments," published by Banker & Tradesman.