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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.

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

Corporate executives employed by privately held start-up companies face complex wealth management challenges.  Like their peers employed by publicly traded companies, executives at early-stage companies typically receive compensation packages that include a mix of salary, bonus and equity-based compensation.

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