Day Pitney Shortlisted for Family Wealth Report Awards

January 5, 2016

Day Pitney's Family Office practice has been shortlisted for the "Legal Team" for the Family Wealth Report Awards. The award showcases "best of breed" providers in the global private banking, wealth management and trusted advisor communities. The awards were designed to recognize companies, teams and individuals that the prestigious panel of judges deemed to have "demonstrated innovation and excellence during 2015." The final winners will be announced on March 10. More information about the awards can be found here.

Recommended

15th Annual International Estate Planning Institute

Warren Whitaker will be serving as chair of the 15th Annual International Estate Planning Institute, hosted by the New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA).

March 14-15, 2019

New York, NY

Family Office Megatrends

On March 8, Scott Beach will participate in a panel presentation entitled "Family Office Megatrends" at the 2019 Family Office Association (FOA) National Summit in Palm Beach, FL.

March 8, 2019

2019 Family Office Association (FOA) National Summit, Palm Beach, FL

IRC 1400Z Qualified Opportunity Zones for Individual Investors: Tax Deferral and Reduction Opportunities

On February 21, Justin Hannan will co-present a webinar, entitled "IRC 1400Z Qualified Opportunity Zones (QOZs) for Individual Investors: Tax Deferral and Reduction Opportunities," for Strafford.

February 21, 2019

Strafford Webinar

Family Office Association's Miami Retreat

At the Family Office Association's Miami Retreat on January 29, Scott Beach moderated a session with Brian Batson, a partner with Krupin Partners, a firm based in Beverly Hills that specializes in insurance solutions for high-net-worth individuals and family office principals/executives.

January 29, 2019

Family Office Association, Miami, FL

Estate Planning Across Borders: A Guide for the Perplexed

On January 16, Carl Merino and Warren Whitaker participated in "Estate Planning Across Borders: A Guide for the Perplexed," a program at the annual meeting of the New York State Bar Association presented by the Trusts and Estates Law Section.

January 16, 2019

Trusts and Estates Law Section, New York State Bar Association, New York, NY

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.

Day Pitney Named "Highly Commended" Best Private Client Law Firm at 2019 Private Asset Management Awards

February 11, 2019

Day Pitney Press Release

Less Than 20% of Family Offices Have Robust Succession Plans

February 5, 2019

Scott Beach, chair of Day Pitney's Family Office Practice, was quoted in an article entitled "Less Than 20% of Family Offices Have Robust Succession Plans," published by Private Asset Management.

Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families

February 4, 2019

Von Sanborn was featured in an article, "Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families," published by Bloomberg.

U.S. Family Offices Face Increasing Competition from Foreign Families

January 22, 2019

Von Sanborn was quoted in an article, "U.S. Family Offices Face Increasing Competition from Foreign Families," published by Private Asset Management.