Worth  the Read

We believe that financial education helps to inspire and support our clients so they can pursue what is next in their journey with confidence. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge not only to our clients, but also to prospective clients, business partners, and friends in our local communities. The Colony Group has partnered with Worth Magazine to provide expert insights on topics most important to those communities we serve.

What should you expect from a virtual family office?

As a result of the rise in prominence of independent firms and strides in technology, wealthy individuals and families have greater options than ever in the selection of top-tier wealth-advisory services. Today, individuals with $25 million or more in portfolio assets (or individuals who anticipate having those  assets in the near term through a liquidity event) can expect services that in the past only single-family offices could have provided.

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