Day Pitney Hosts 2023 Palm Beach Family Office Forum
Day Pitney's annual Palm Beach Family Office Forum was featured in The Florida Bar News article, "Day Pitney Hosts 2023 Palm Beach Family Office Forum."
Family offices are privately owned entities established by affluent families to manage their wealth, plan for their families' financial future, engage in investment opportunities and provide other services to family members. Family offices can be formally structured or operated informally. In recent years, families of wealth have come to realize the many benefits of establishing a structured family office, including enhanced control, privacy and customization of their asset allocation, wealth and risk management, and an overall legacy plan.
Day Pitney routinely represents family offices, with a focus on single-family offices (SFOs), and their executives and family principals in a wide variety of complex matters. Our family office clients, which are based in the United States and abroad, have significant investable assets spread globally across numerous asset classes.
Our Family Office team includes experienced attorneys from multidisciplinary practices who serve the many needs of family offices. We are well versed in handling issues such as formation and structuring of SFOs (and their subsidiaries and affiliates), sophisticated tax planning, wealth transfer strategies, liability mitigation, risk management, and highly customized structuring of investments throughout the capital structure and across the alternative asset landscape.
Day Pitney brings to our family office clients the same skills and marketplace intelligence used to negotiate and structure our institutional investor clients' allocations to hedge, private equity and real estate funds. We also have significant experience in aircraft financing and private air charter fractional ownership programs, fine art financing, and wine investing.
Our services to family offices span a number of areas, including:
Recognized with "Cyber Security" Award by Family Wealth Report, 2023
Named "Law Firm of the Year," in the "Best Law Firms" Trusts and Estates Law category by U.S. News & World Report and Best Lawyers®, 2021
Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021
Shortlisted for "Best Law Firm - Estates and Trusts" by Private Asset Management Awards, 2021
Shortlisted for "USA Private Client Team of the Year – East Coast," by Chambers HNW (Chambers & Partners), 2020
Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2020
Shortlisted for "Legal Team of the Year," by Family Wealth Report, 2019
Named "Law Firm of the Year" by Family Wealth Report, 2017
Finalist in "Accounting, CPA or Law Firms Serving Family Offices" category for Family Wealth Alliance Best in the Industry Awards, 2018
Shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," by Private Asset Management (PAM), 2018
Shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," by Family Wealth Report, 2018
Named a Family Office "Industry Awards" Finalist by Wealth Management
Ranked as "Highly Commended" in categories for "Best Private Client Law Firm" by Private Asset Management (PAM), 2017, 2019
Shortlisted for "Law Firm of the Year" by Family Wealth Report, 2016
Ranked Nationwide, and Band 1 in Private Wealth Law, CT and MA, by Chambers HNW (Chambers & Partners), 2016-2020
Ranked Band 1 in Wealth Management, Nationwide, by Chambers USA (Chambers & Partners), 2010-2016
*No aspect of these advertisements has been approved by the Supreme Court of New Jersey. See Awards Methodology.
Family Office Association, Resource Council Member
Prior results do not guarantee a similar outcome.