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 MoreSorina joined Colony as a member of the Client Service Team in 2016. She plays an integral role in delivering exceptional service to our client families and providing critical operational support to Advisors. In addition to leading our new client onboarding process, coordinating with clients’ tax professionals, and facilitating money movement requests, Sorina also champions technology-driven solutions to enhance internal workflows and improve service delivery. She has been instrumental in identifying and implementing tools that streamline operations, increase team efficiency, and support a seamless client experience.
Prior to joining Colony, Sorina leveraged her strong organizational and execution skills as an office manager at a healthcare practice in Charlotte, where she first began incorporating technology to optimize administrative processes.
Outside of the office, Sorina is deeply involved in the Charlotte community, organizing and executing events that bring diverse groups together.
Sorina is a graduate of Arizona Christian University in Phoenix, Arizona, where she earned a Bachelor of Arts in Music Performance with a minor in Biblical Theology.
Written by our team
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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.
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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.
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