A corporate executive who is married with three children came to The Colony Group after acquiring significant wealth from stock options through a previous employer. At the time he and his wife came to see us, their two oldest children were in college, their youngest was a minor with...
Following the sale of a community hospital, we began working with the newly formed community health foundation that was started with the proceeds from the sale. Launching the foundation was very important in this economically depressed area, with high unemployment, high teen pregnancy and high school dropout rates, and...
In 2006, we were hired to work with a female college preparatory boarding school. Enrollment had been stagnant, and the Board was worried that they were not operating under a strong fiduciary model. Funds were being managed in a single strategy, and performance was not being monitored. They had...
As appeared in FinancialAdvisorsIQ For a client-centric practice, there is no more critical indicator of future success than the composition of its team. Thus, every advisory firm’s top priority...
If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you...