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 MoreDavid is an Investment Advisor at Colony Family Offices. He helps manage Colony’s investment process and works closely with client families to develop, implement and monitor customized portfolios. David originally joined Colony as a Financial Analyst and has over 15 years of experience in the investment industry.
Previously, David was a Supervisor and Senior Fund Accountant at Citco Fund Services, where he was responsible for all accounting functions and preparation of financial statements, partner allocations, income flow, and oversight of fund operations. Prior to Citco, David was a Senior Fund Accountant at SEI Investments in Oaks, Pennsylvania, where he serviced the accounting and financial functions for hedge fund of funds, directly traded, and private equity structures.
David is a graduate of Drexel University in Philadelphia, Pennsylvania, where he received his Bachelor of Science in Business Administration with a Finance concentration.
Written by our team
Recent articles.
When does a family need its own investment approach?
A 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 MoreHow integrated wealth planning works
Integrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreLet’s talk.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.