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Colony Market Brief

April 4, 2023 · Colony Family Offices

Given the news flow over the past few weeks, accompanied by financial market volatility, we are reaching out with a brief commentary piece to share our perspective. The attached provides a summary of our assessment of the macroeconomic backdrop and current portfolio positioning

Given the news flow over the past few weeks, accompanied by financial market volatility, we are reaching out with a brief commentary piece to share our perspective. The attached provides a summary of our assessment of the macroeconomic backdrop and current portfolio positioning

Our perspective.

Notes on the questions families are working through right now.

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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. […]

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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 […]

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