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 MoreNovember 8, 2019 · Colony Family Offices
Colony Family Offices is pleased to announce that it is a Bronze Sponsor of the 2019 Southeast Regional Meeting of The American College of Trust and Estate Counsel (ACTEC). The conference will be held November 7-10, 2019 at The Westin Poinsett. Established in 1949, The American College of Trust and Estate Counsel (ACTEC) is a […]
Colony Family Offices is pleased to announce that it is a Bronze Sponsor of the 2019 Southeast Regional Meeting of The American College of Trust and Estate Counsel (ACTEC). The conference will be held November 7-10, 2019 at The Westin Poinsett.
Established in 1949, The American College of Trust and Estate Counsel (ACTEC) is a national organization of approximately 2,500 lawyers, peer-elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as a trust and estate counselor. The members, “Fellows,” are the best and brightest in trust and estate practice, with decades experience representing and advising families. ACTEC offers technical comments about the law and its effective administration but does not take positions on matters of policy or political objectives.
Please click here to read the full press release.
Notes on the questions families are working through right now.
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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Read MoreColony 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 MoreColony 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 MoreOur promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.