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.
On November 14, Dina Kapur Sanna will be speaking on two panels at International Trust and Estate Planning 2019, a program and live video webcast presented by American Law Institute Continuing Legal Education (ALI CLE) and held in Washington, D.C.
Day Pitney LLP, together with PDB FutureCom International, hosted an invitation-only Healthtech Investor Forum for family offices and high net worth individuals interested in healthtech investing at the Boca Beach Club in Boca Raton, FL.
Carl Merino, Dina Kapur Sanna and Seth Mersky co-authored an article, Attribution After the TCJA: A Downward Spiral of Unintended Consequences, published by Trusts and Estates.
On October 18, Steven Cash will be speaking on a panel, "Becoming A Risk-Oriented Advisor," at the 2019 Family Wealth Alliance Fall Forum in Chicago, IL.
On October 15, Von Sanborn will co-chair three panels and Art Requenez will speak at Private Wealth Management LATAM, an executive education program presented by The Wharton School of the University of Pennsylvania in partnership with its Family Business and Office School and held in Miami, FL.
Manuel Garcia-Linares is quoted in an article, "Start Early, Keep it Local, and Keep it Customized: Wealth Management in the Gables," published in the October 2019 issue of Coral Gables Magazine.
Warren Whitaker is noted in a September 19 special section of The New York Times, "How Do You Fix … All of It?" The special section focuses on findings from the inaugural New York Times DealBook DC Strategy Forum, at which Whitaker participated in a task force discussion on the best way to tax the wealthy in the U.S.
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.