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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.

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Why engage a divorce financial specialist?

By Susan Miller and Dawn Doebler

Many couples going through a divorce are unprepared for the difficult journey ahead and the emotional...

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How can private equity and venture capital partners and executives control liquidity risk?

By Elisabeth L. Talbot, Nan Vlad, and Matthew C. Ilteris

The fast-paced and demanding private equity and venture capital industries can provide opportunity for significant wealth accumulation to partners...

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Why do many wealthy families fail to pass a lasting legacy to their future generations?

By Stephen Stelljes, Lori Deane, and Jeremy Kuhlen

Shockingly, 60 percent of family wealth succession transfers fail, according to research by Roy Williams and Vic Preisser in...

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