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.

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What are some wealth-management issues and strategies for executives at early-stage companies?

By Elisabeth L. Talbot

Corporate executives employed by privately held start-up companies face complex wealth management challenges.  Like their peers employed by publicly...

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How can a nonprofit board improve financial outcomes?

By Michael J. Nathanson

In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role...

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What should you expect from a virtual family office?

By Nadine Gordon Lee

As a result of the rise in prominence of independent firms and strides in technology, wealthy individuals and families have greater options...

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