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 MoreEnhancing Tax Efficiency of Investable Assets
May 10, 2021 · Colony Family Offices
With the likelihood of rising income taxes, families with generational wealth comprised of investable assets are seeking efficient techniques to reduce ongoing income taxes with respect to the earnings generated by such assets. Recent tax law changes have boosted the opportunity to use private placement life insurance (PPLI) to locate investment assets in a tax-free […]