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 4, 2023 · Colony Family Offices
The combination of continued global economic expansion with moderating inflation provided a favorable backdrop for financial markets in the first half of 2023. Corporate earnings results were generally better than expected, which improved investor sentiment toward equities. The US market rally was led by mega-cap technology stocks and fueled by excitement around artificial intelligence. Yet, […]
The combination of continued global economic expansion with moderating inflation provided a favorable backdrop for financial markets in the first half of 2023. Corporate earnings results were generally better than expected, which improved investor sentiment toward equities. The US market rally was led by mega-cap technology stocks and fueled by excitement around artificial intelligence. Yet, September was a tough month for risk assets and equities in particular. Click here to read a brief investment market commentary.
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.
Read MoreA 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 MoreIntegrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreA 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 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.