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:
This year's event was part of Day Pitney's Family Office Investing SeriesTM. For more details on our Family Office practice, click here.
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome.
The arrival of Steven Wernick and Joseph Ruiz of Wernick & Co to Day Pitney's Miami office was featured in Miami Today's People column. Wernick and Ruiz are joining the firm's real estate, environmental and land use practices as a partner and counsel. Wernick & Co. built its reputation in the Miami area through experience in land use and zoning.
The Day Pitney Real Estate, Environmental, and Land Use Team, led by practice co-chair Katharine Coffey, represented the developers Russo Development, Onyx Equities LLC, and Dinallo Development LLC/Terminal Construction in connection with multiple transactions facilitating the development of Hackensack Meridian Health's $200 million, first-of-its-kind health care facility at Metropark, a mass transit hub in Woodbridge, NJ.
On March 13, Day Pitney Boca Raton-based attorneys Jay D. Mussman and Brian E. Thompson received special commendations from the 15th Judicial Circuit Pro Bono Committee, The Florida Supreme Court and the Florida Pro Bono Coordinators Association for their pro bono work in 2023.
Day Pitney Trusts and Estates Partner Tasha Dickinson is featured in the Daily Mail UK article "Matthew Perry's Will Leaves More than $1M in Trust Named After Woody Allen Character."
The arrival of Miami Attorneys Steven J. Wernick and Joseph Ruiz was featured in The Real Deal's Movers and Shakers column. Wernick, who joined as a partner, previously founded Wernick & Co, a Miami-based law firm specializing in land use and urban redevelopment.
Day Pitney Healthcare, Life Sciences, and Technology Counsel Damian Privitera's arrival was featured in the Law360 article "Moses & Singer Healthcare Atty Joins Day Pitney in Hartford."
Day Pitney Trusts and Estates Partner James A. Ballerano was featured in a Daily Business Review Q&A about his most significant career accomplishments.
Day Pitney Partners Stephen Catanzaro, Laurence Smith, and Elizabeth Yoo were featured in New Jersey Law Journal's 2024 New Partners Yearbook, which highlights partners, including lateral partners, made or hired at New Jersey firms.
Day Pitney Alert
Day Pitney West Palm Beach Trusts and Estates Partner Tasha Dickinson authored the article "Empowering Women's Legal Careers: Mastering the Art of Rainmaking" for the Daily Business Review.
Copyright © 2024 Day Pitney LLP, all rights reserved.