Day Pitney's Family Office team hosts family office principals, executives, and advisers at Annual Day Pitney Palm Beach Family Office Forum

Day Pitney recently brought together family office thought leaders, clients, and friends from the legal, accounting, and financial industries to its annual invitation-only Palm Beach Family Office Forum. The interactive forum covered current issues, challenges, and opportunities that impact the financial health, longevity, and success of family offices.

The event, which was held on May 10 and 11 at the Eau Palm Beach Resort & Spa, hosted family office principals, executives, family members, entrepreneurs, business owners, investors, and their advisors. Day Pitney Partner R. Scott Beach, Chair of the firm's Corporate and Business Law department and head of its Family Office practice, served as Master of Ceremonies. The keynote speakers were Meghan Shue, Head of Investment Strategy & Portfolio Construction of Wilmington Trust, and Don Peebles, Founder, Chairman, and CEO of The Peebles Corporation.

"Our team works collaboratively in serving our family office clients in all aspects of their operations, tax and estate planning and investment activities, which is in part what led us to put together the Forum. Our aim for these events is to provide insightful content and thought leadership in a unique forum for our attendees to exchange ideas, share opportunities, and build a dynamic investment ecosystem," said Beach. "We have been truly thrilled by the success of this event and are delighted to offer our clients and friends of the firm this significant opportunity to connect with their peers while participating in world-class programming that highlights the significant opportunities and challenges family offices and their constituents face."

For decades, Day Pitney has advised individuals, multiple generations of family members, and trustees of family trusts that own controlling interests in public companies and private family enterprises on the gamut of wealth planning and corporate matters. The firm has in-depth experience developed over many years and global capabilities in this arena. Day Pitney works with its family clients in developing and implementing strategies to preserve and further the family mission while protecting the family's legacy.

The Family Office practice and Private Client Department have received several accolades in recent months. Most recently, the firm received the Cyber Security Specialist Wealth Management Award at the Tenth Annual Family Wealth Report Awards (click here for methodology). Additionally, William Roberts, co-chair of the Data Privacy, Protection and Litigation group, received a "Thought Leadership (US) Award" at the Second Annual WealthBriefing WealthTech Americas Awards 2023 (click here for methodology). Day Pitney was also shortlisted in the "Best Law Firm – Estates and Trusts" category for the 2023 Private Asset Management - PAM Awards (click here for methodology) and named as a finalist in the "Legal Team of the Year" and "Wealth Planning" awards categories at the Tenth Annual Family Wealth Report awards.

The line-up of Day Pitney speakers at the annual Palm Beach Family Office Forum included Trusts and Estates Partner James Ballerano, Investment Management Partner Peter J. Bilfield, Miami Real Estate Partner Daniel Diaz Leyva, Trusts and Estates Partner Tasha K. Dickinson, Florida Managing Partner Manuel A. Garcia-Linares, Trusts and Estates Attorney Melissa A. Passman, Chair of the firm's Data Privacy, Protection, and Litigation group William J. Roberts, Trusts and Estates Partner Darren Wallace, and Trusts and Estates Attorney A. Michael Wargon. Day Pitney's attorneys were joined on stage with thought leaders from a range of organizations: RSM US LLP, The Estate Companies, Premium Digital Control & Automation, Brick & Timber Collective, JFC Legal LLC, Puerto Rico's Department of Economic Development and Commerce, RioBlanco Capital, Certuity, MMG Equity Partners, Legendary, Linkvest Capital, O'Connor Professional Group, The Related Companies, RayLign LLC, Cadell North America, Shepard Kaplan Krochuk, LLC, Williams and Parker LLC, Coach Matt, and Tolleson Wealth Management.

Panel and discussion topics included:

• Economy at a Crossroads: Weighing the Risks and Opportunities
• Real Estate Investing in the New Reality
• The Evolution of Florida Real Estate: Investment Opportunities and Challenges
• Business Owner Migration to Florida and Related Domicile Planning Considerations
• The art of Legacy Planning: Strategies and Insights for Building, Stewarding, and Leveraging Art Collections to Preserve and Transfer Family Wealth
• Unlocking the Potential: Redomiciling and Investing in Puerto Rico – A Family Office Perspective
• Protecting the Intangible: Safeguarding Your Family's Online Reputation and Brand
• Beyond the Balance Sheet: Tackling the Tough Stuff with Families
• Investing in Turbulent Times: How Families Can Protect Principal and Enhance Investment Terms and Opportunities
• Connecting the Dots for Generational Well-Being

This year's event was part of Day Pitney's Family Office Investing Series^TM. For more details on our Family Office practice, click here.

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