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 MoreOctober 10, 2019 · Colony Family Offices
Colony Family Offices is pleased to announce that it will be a Gold Sponsor of the 41st Annual Duke University Estate Planning Conference. The conference will be held October 10-11, 2019 at the Duke University School of Law. This two day conference consists of a series of lecture sessions designed to examine in detail current […]
Colony Family Offices is pleased to announce that it will be a Gold Sponsor of the 41st Annual Duke University Estate Planning Conference. The conference will be held October 10-11, 2019 at the Duke University School of Law.
This two day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions.
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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.