BSBA, Xavier University; MAcc, University of North Carolina at Charlotte. 23 years of experience.
Clare is a Wealth Advisor for Colony Family Offices and serves as a Trust Officer for Colony Trust Company. She has worked with affluent families for over 21 years to not only optimize their tax planning but also to navigate the reorganization of business interests, transfers of wealth, and various life events.
Clare began her career with KPMG, LLP providing both compliance and consulting services to global and domestic organizations as well as to private clients with closely held businesses, investment partnerships, and complex trust structures.
Clare earned her Bachelor of Science in Business Administration in Accounting at Xavier University and her Master of Accountancy at the University of North Carolina at Charlotte. She is an Enrolled Agent and sits on the steering committee for the Estate Planning & Wealth Management Forum at Queens University.
Written by our team
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 MoreOur promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.