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When does a family need fiduciary services?

August 20, 2026

When does a family need its own investment approach?

August 18, 2026

How integrated wealth planning works

August 14, 2026

What does a multi-family office actually do?

August 12, 2026

Strategic Charitable Planning for Donors

Planning Effective Family Philanthropy

February 7, 2026

Cyber & Personal Security Insights for Clients

January 20, 2026

Executive Summary: The One Big Beautiful Bill Act

Colony Brief Investment Commentary

A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales Series IV of IV

February 3, 2025

Colony Market Update

January 31, 2025

Tax Legislation and IRS Inflation Adjustments

December 5, 2024

A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales Series III of IV

October 10, 2024

Colony Market Review & Investment Outlook

August 20, 2024

A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales – Series II of IV

A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales – Series I of IV

Colony Market Update

February 7, 2024

Tax Legislation and IRS Inflation Adjustments

December 27, 2023

Colony Market Brief

October 4, 2023

Colony Market Update

August 23, 2023

Charitable Lead Trust: Planning Benefits and Pitfalls

Colony Market Brief

Colony Market Brief

IRS Inflation-Adjusted Tax Items

Colony Market Review & Investment Outlook

February 28, 2023

Cyber Webinar

February 15, 2023

Colony Market Update

September 20, 2022

Colony Market Update

Tax Planning with Community Property Trusts

IRS Inflation-Adjusted Tax Items

Colony Market Brief

February 3, 2022

Colony Market Update

December 20, 2021

Colony Trust Company is expanding to Tennessee

November 1, 2021

Legislative Update

September 16, 2021

Colony Market Review & Investment Outlook

August 31, 2021

Gift Splitting Can Be Tricky With SLATs

August 24, 2021

Enhancing Tax Efficiency of Investable Assets

2021 Key IRS Inflation Adjustments

Colony Market Update

January 6, 2021

Choosing a Trustee

November 30, 2020

Colony Market Brief

October 28, 2020

Colony Market Review & Investment Outlook

August 28, 2020

Colony Trust Company Announces Sponsorship of Queens Estate Planners Day

August 21, 2020

Assessing Wealth Service Models for the Affluent Family

Colony Market Update

2020 CARES Act

Colony Market Update

Colony Market Brief

Colony Market Brief

February 25, 2020

Colony Family Offices Welcomes Kristin Lewis

February 20, 2020

Year-End Tax Planning Summary

December 30, 2019

A Review of National vs. State Chartered Trust Companies

November 15, 2019

Colony Family Offices Announces Sponsorship of ACTEC Southeast Regional Meeting

November 8, 2019

Colony Family Offices announces sponsorship of Duke Estate Planning Conference

October 10, 2019

Summary of the Generation Skipping Tax (“GST”) tax rules and filing requirements

September 16, 2019

Colony Market Review & Investment Outlook

August 15, 2019

CFO Sponsors 40th Annual Estate Planning and Fiduciary Law Program

CTC Announces Sponsorship

Colony Market Brief

Colony Market Brief

New Rules Applicable to Entities Taxed As Partnerships

Colony Investment Commentary

December 27, 2018

Tax Loss Harvesting

December 10, 2018

Helpful Tips for Year-end Tax Planning

December 7, 2018

Colony Market Brief

October 25, 2018

Password Manager

October 15, 2018

Colony Market Brief

October 11, 2018

Colony Family Offices announces the opening of Colony Trust Company

Colony Market Brief

Colony Family Offices Welcomes Kathy Habluetzel and David Parker

January 22, 2018

Helpful Tips for Year-End Tax Planning

December 20, 2017

Colony Market Brief

November 9, 2017

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