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.
Read MorePerspectives
Latest thinking.
All
Blog
Insights
News
72 articles
When does a family need its own investment approach?
A model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreHow integrated wealth planning works
Integrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreWhat does a multi-family office actually do?
A multi-family office coordinates the whole of your family’s financial life through a single team, rather than leaving your family to assemble the pieces.
Read MoreStrategic Charitable Planning for Donors
Colony Family Offices, in collaboration with Fidelity Charitable, recently hosted a webinar featuring Harrison Miller, a Charitable Planning Consultant, who shared insights on effective giving strategies and tax-efficient philanthropy. Key Takeaways: Charitable giving continues to grow, with the majority of contributions coming from individuals, highlighting the importance of thoughtful planning around how and what to give. […]
Read MorePlanning Effective Family Philanthropy
Colony Family Offices, in collaboration with Grant Philanthropic Advisors, recently hosted a discussion focused on planning effective family philanthropy and preserving philanthropic intent across generations. The discussion highlighted the importance of documenting a founder’s values, goals, motivations, and giving philosophy while they are still living. Clear donor intent can provide future generations with a shared […]
Read MoreCyber & Personal Security Insights for Clients
Colony Family Offices, in collaboration with Fidelity Investments, recently hosted a webinar featuring Gary Rossi, Head of Fidelity’s Personal Security Insights Program, who shared practical strategies to help individuals and families better protect themselves from evolving cyber and personal security threats. Key Takeaways: Cyber fraud and personal security risks continue to increase in sophistication, making […]
Read MoreExecutive Summary: The One Big Beautiful Bill Act
On July 4th, Congress enacted the One Big Beautiful Bill Act (“OB3”), one of the most significant tax reform packages in recent history. OB3 introduces far-reaching changes that will impact income, estate, charitable, and business planning for years to come. Key highlights include: Estate, Gift & GST Tax Exemptions: Permanently increased to $15 million per […]
Read MoreColony Brief Investment Commentary
Growing uncertainty around the impact of tariffs, immigration, government spending, and the ongoing war in Ukraine is set to test what has been a very resilient US economy. Indeed, there have been signs of slowing in recent months, but it is to be expected given the lagged effects of monetary policy tightening. Following a strong […]
Read More