Family Wealth Report Awards to be Announced This Week

Publisher: Day Pitney Press Release

March 8, 2016

Day Pitney's Family Office Practice is shortlisted as one of three contenders for best "Legal Team" at the third annual Family Wealth Report Awards. Winners will be announced on March 10th at the Mandarin Oriental in New York. 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." Scott Beach will be attending the awards ceremony on behalf of the Firm.

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.

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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.

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Strafford Webinar

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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

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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

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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

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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.