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In the News Press Release

Six Family Offices Themes Likely to Set the Agenda in 2019

Publisher: Fund Intelligence
January 15, 2019

International tax partner Von Sanborn was quoted in an article, "Six Family Offices Themes Likely to Set the Agenda in 2019," published by Fund Intelligence. The article discusses current trends and developments among the family office and high net worth community, including impact investing, wealth transfers, and qualified opportunity zones.

Sanborn, a member of the firm's Family Office practice, told Fund Intelligence "Once the applicable regulations are more fleshed out, we are likely going to see a significant amount of investment being made in qualified opportunity zone funds to take advantage of the tax benefits, which essentially are the deferral of tax on capital gains invested in opportunity zones until 2026 and the potential for no tax on the appreciation thereafter." He continued, "People selling real estate or other illiquid assets such as art will be moving to these funds. It will be a thoughtful allocation not just a decision point on deferring tax."

Recommended
"2022 Family Wealth Advisors Interchange, " Raymond James

Day Pitney Corporate department chair R. Scott Beach and Boca Raton Trusts and Estates Partner Jim Ballerano presented at the "2022 Family Wealth Advisors Interchange, " sponsored by Raymond James on June 9-10 in St. Petersburg, Florida.

June 9-10 2022
"2022 Family Wealth Advisors Interchange, " hosted by Raymond James
"Business Owner Summit," Day Pitney and Weingard Wealth Management of Raymond James

Day Pitney Corporate department chair R. Scott Beach co-hosted an invitation-only "Business Owner Summit," with Aron Weingard, Financial Advisor at Weingard Wealth Management of Raymond James on June 8 in New York City.

June 8, 2022
"Business Owner Summit," hosted by Day Pitney and Weingard Wealth Management of Raymond James
"Managing a Global Family: Cross Border Considerations and Other Key Trends," Family Office Leadership Program, Citi Private Bank

Individual Clients Department Partner Dina Kapur Sanna spoke at the Family Office Leadership Program sponsored by Citi Private Bank titled, "Managing a Global Family: Cross Border Considerations and Other Key Trends," on June 7.

June 7, 2022
"Managing a Global Family: Cross Border Considerations and Other Key Trends," hosted by Citi Private Bank
Day Pitney Hosts Annual Palm Beach Family Office Forum

Day Pitney hosted its annual invitation-only Palm Beach Family Office Forum at the PGA National Resort and Spa.

May 10 and 11, 2022
PGA National Resort and Spa
Generations Winter 2022 - NFTs Art Collectors: Caveat Emptor Applies
March 15, 2022

Day Pitney Generations Newsletter

Day Pitney Hosts Annual Palm Beach Family Office Forum
May 31, 2022

Day Pitney hosted its annual Palm Beach Family Office Forum at the PGA National Resort and Spa.

Wonder Woman 2021
October 22, 2021

Sandra M. Ferrera was featured as a "Wonder Woman 2021" in the Boca Raton Observer. Ferrera advises clients on high-end residential and commercial real estate transactions, helping to make their assets work for them.

Top 100 Private Client Lawyers 2021
September 15, 2021

New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.

Chambers High Net Worth Recognizes 20 Attorneys for Private Wealth Law
July 26, 2021

Day Pitney Press Release

Day Pitney Completes Merger with Rhode Island Firm
July 16, 2021

Day Pitney's merger with Rhode Island-based Howland Evangelista Kohlenberg, which was completed on July 1, was featured in the Connecticut Law Tribune.
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.