Insights
In the Media
March 16, 2016
Family Office Association Palm Beach Investment Forum
On March 16th, Scott Beach and Jim Ballerano spoke at the Family Office Association Palm Beach Investment Forum. Jim gave a presentation on "Estate Planning for Families of Wealth and Family Offices." Scott led a discussion on "Best Practices for Structuring and Operating the Family Office." The presentations were part of a family office program hosted by Day Pitney in conjunction with the Family Office Association's annual Investment Forum.