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 SeriesTM. This category entails an initiative, program, platform or industry content that enhances the family office client experience. Now in its 5th year, the WealthManagement.com Industry Awards are held "to honor outstanding achievements by companies, organizations and individuals that support financial advisor success." The winner will be announced at a ceremony on September 12, 2019, at the Ziegfeld Ballroom in New York City. More information, including a complete list of finalists, can be viewed here.
Day Pitney's ongoing Family Office Investing SeriesTM delivers investment-focused programming to families of wealth, including their family offices, principals, executives and family members as well as other high-net-worth individuals and advisors, from across the country and around the globe. The Firm has advised family-owned and family-controlled businesses for over 100 years. More information about Day Pitney's Family Office practice can be viewed here.
Warren Whitaker participated in a task force discussion on government policy, focusing on taxing wealth, at the inaugural New York Times DealBook DC Strategy Forum, held at The Watergate Hotel in Washington, DC.
On July 15, Angela Titus McEwan and Von Sanborn will be speaking at a Family Governance Symposium presented by the New York State Bar Association and held in New York City.
Stephen Ziobrowski, Carl Merino and Seth Mersky co-authored an article, "IRS Clarifies Foreign Partner Withholding Rules," which was published on WealthManagement.com and distributed in Trusts & Estates magazine's weekly e-newsletter, The Estate Planner.
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.
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.
Day Pitney Press Release
Day Pitney LLP and Boca Raton associate A. Michael Wargon are featured in a profile, "Deep Roots. More Talent.," published in the September 2019 issue of The Boca Raton Observer magazine.
Day Pitney LLP is pleased to announce that the firm and 16 attorneys in its Individual Clients department have been ranked in the 2019 Chambers High Net Worth (HNW) Guide*, a Chambers and Partners publication specifically aimed at the international private wealth market.
Day Pitney Press Release
On September 26, Steve Ziobrowski will be a panelist at "Tax Court Lessons for Business Owners and Successful Planning Strategies," a program presented by Empire Valuation Consultants and held in Boston, MA.