Over the course of your personal and professional lives, you are likely to experience at least one dispute involving financial issues. As experts in conflict resolution, we work with individuals, lawyers, and closely-held businesses to minimize the financial and emotional cost of finding a satisfactory solution. You can count on us to help you find the common ground that allows you to feel comfortable agreeing to terms and moving on.
Divorce-related disputes require considerable skill and experience to avoid causing irreparable harm to family relationships. After all, more than money is at risk; the collateral damage of contentious disputes can have long-lasting unintended consequences for your family, especially for your children.
We can work with you individually or as a couple to help defuse disputes and arrive at an equitable solution. By thoroughly analyzing your financial situation, we can provide clarity about your circumstances when you divorce, and offer options that will assist you in making informed decisions.
Attorneys and mediators have come to rely on our deep experience, training and interpersonal skills to create an atmosphere that is conducive to helping their clients resolve their dispute.
OUR AREAS OF EXPERTISE INCLUDE:
Life-changing events often trigger contentious issues in families. The deterioration of the mental or physical health of a parent can lead to disagreements about how to manage the ongoing family finances. Sibling disagreements over inheritances, particularly joint ownership of assets, are all too common.
We apply both skill and discernment to help families overcome impasses, improve objectivity and transparency, and work proactively with them to help avoid arrangements that could lead to future tensions in family relationships.
It’s not uncommon for family business owners to have very different personal goals or objectives from those of the business in which they are the owner. This is even more the case when ownership is transferred to subsequent generations. When parties become deadlocked in the running of a business, there is a heightened risk of it failing.
We can help to create a common understanding of how the business meets the objectives of the owners, advise on financial issues and tax consequences associated with owning the business, and educate the next generation of owners to act as good stewards.
Families, businesses, their lawyers, and other professional advisors have come to trust our expertise and guidance when financial issues are complex or become burdensome during the mediation process. When financial issues prevent the parties from reaching a resolution, our neutral, objective advice as financial advisors and trained mediators can help move the process forward.
Collaborative dispute resolution attempts to resolve family and business disputes in a non-litigated setting. In our neutral capacity, we are engaged by clients to participate in the collaborative process as the financial neutral advisor to help all parties understand the issues involved, overcome roadblocks, and attain positive outcomes.
When financial disputes lead to litigation, lawyers can rely on our expert testimony on matters such as: financial status of the marriage or family business, needs and financial position of the clients, lifestyle and income analysis, income and asset division, financial and tax impacts of proposed settlements, or risks associated with proposed settlement options.
Susan is a Managing Director and a Senior Wealth Advisor with The Colony Group. She has over 30 years of experience in the...
Fred is a Managing Director, Principal, and a Senior Wealth Advisor with The Colony Group. He works closely with clients on all aspects...
Dawn Doebler is a Senior Wealth Advisor and Principal at The Colony Group. Dawn has provided wealth management and financial planning solutions for...
Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a...
David is a Senior Wealth Advisor at The Colony Group. He brings nearly 20 years of experience assisting clients to increase their financial...
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