When does a family need fiduciary services?
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
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CFO Sponsors 40th Annual Estate Planning and Fiduciary Law Program
Colony Family Offices is pleased to announce that it will be a Silver Sponsor of the 40th Annual Estate Planning & Fiduciary Law Program. The conference will be held July 25-27, 2019 at Kiawah Island, SC. The North Carolina Bar presents this advanced-level CLE program to experienced attorneys, accountants, trust officers, and other professionals from […]
Read MoreColony Family Offices announces the opening of Colony Trust Company
(Charlotte, NC) – The principals of Colony Family Offices® are pleased to announce that they received regulatory approval from the North Carolina Banking Commission to open Colony Trust Company℠, LLC. It is the first newly chartered North Carolina public trust company in over eight years. Colony Trust Company will provide boutique trustee and estate administration […]
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