Day Pitney

Day Pitney LLP represents family offices, with a focus on single family offices, and their executives and family principals. Its clients are based in the US and abroad and hold significant investable assets across many asset classes.

The firm applies the skills it uses for institutional investors' fund allocations to family office portfolios: manager due diligence, side letters, prime brokerage and ISDA agreements, and managed accounts. It also leads the Lex Mundi Family Office Special Interest Group and publishes Generations, a family office newsletter edited by practice leader R. Scott Beach.

Key facts

• Practice leader: R. Scott Beach, Partner (Greenwich and Stamford, CT); also Chair, Corporate & Business Law
• Focus: Single family offices, US and international
• Recognition: Ranked in Chambers HNW every year since 2016 (2026 latest)
• Network role: Leads the Lex Mundi Family Office Special Interest Group

What the firm does

• Corporate and M&A: acquisitions, financings, portfolio company IPOs.
• Fund allocations: manager due diligence, side letters, prime brokerage and ISDA agreements, managed accounts.
• Trust and estate planning with the firm's Private Client department, including foundations.
• Tax: federal, state and international, FATCA and asset protection structuring.
• Regulatory: SEC family office exemption compliance programmes and Exchange Act filings.
• Lending: credit facilities secured by art, aircraft and fund interests.
• Employment, real estate and litigation.

For family offices

Day Pitney suits SFOs that invest heavily through third-party funds and want institutional-grade fund negotiation, SEC exemption compliance and estate planning from one firm. Its cited work includes setting up a New York family office with over $400 million of initial investable assets.

Considerations and fit

Its offices are concentrated in the US Northeast and Florida. Legal advice only. Fees are not published.

Frequently asked questions

Who leads Day Pitney's Family Office practice?

R. Scott Beach, a partner in Greenwich and Stamford, Connecticut, who also chairs the Corporate & Business Law department.

What does Day Pitney do for single family offices?

Formation and structuring, tax and wealth transfer, fund due diligence and side letters, SEC family office exemption compliance, lending against alternative assets, employment and litigation.

Is Day Pitney ranked for family office work?

Yes. It has been ranked in Chambers High Net Worth every year since 2016.

Sources: daypitney.com family office page; daypitney.com R. Scott Beach profile. Facts checked 21 October 2026.

• SFO formation
• Fund allocation negotiation
• Tax and wealth transfer
• SEC exemption compliance
• Asset-backed lending
• Employment and litigation

• Institutional-grade fund side letters
• Family office exemption compliance programmes
• Art and aircraft financing
• Leads Lex Mundi Family Office SIG
• Generations newsletter

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Yes