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 MoreEric leads Colony Family Offices and Colony Trust Company. He is responsible for overseeing the firm’s client experience, service offering, overall strategy and direction. As a Wealth Advisor, he also serves clients throughout the Southeast, focusing on each family’s unique wealth planning objectives and needs. He has more than 25 years of tax, estate and wealth planning experience for affluent individuals and families.
Prior to joining Colony, Eric served as President for the Carolinas and Tennessee region of GenSpring Family Offices, LLC. In addition to assisting clients with tax, estate, investment, charitable and business succession planning needs, he was responsible for the growth and management of the Carolinas and Tennessee region for GenSpring. Prior to working at GenSpring, he served as a Senior Manager with Deloitte & Touche and co-head of the Family Wealth Planning Group for the Southeast. He also worked with the National Tax Office and served on the National Family Wealth Planning Committee. He started his career at Elliott, Davis & Company, working in the tax department.
Eric received a Bachelor of Arts Degree in Accounting from Bob Jones University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). He is also a CERTIFIED FINANCIAL PLANNER™ and has held several securities licenses over his career. Eric is a member of the Atrium Health Foundation Professional Advisory Council, the Charlotte Estate Planning Council, and a former member of the Foundation for the Carolinas Professional Cabinet of Advisors.
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.