Nadine Gordon Lee, CPA/PFS, CFP®

President, Colony Family Office, Managing Director, Metro NY Offices

Armonk, NY
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Media Spokesperson
Author

Client Specialty

Executives
Business Owners
Family Enterprise
Women in Transition

Recognitions

New York State Society of CPA’s Outstanding CPA in Industry Award, past recipient; Crain’s New York’s “40 under 40”, past recipient

Community

Prior positions – Vice President & Director, New York State Society of CPAs; President, Estate Planning Council of New York City; Co-Founder, North Castle Land Trust

Nadine (Dina) Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Group Family Office. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement.

She is the past recipient of the New York State Society of CPA’s Outstanding CPA in Industry Award and was previously cited as one of Crain’s New York’s “40 under 40”. Previously, Dina was the President and Founder of Prosper Advisors, which merged with The Colony Group in 2013. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.

As a leader within her profession, she has held the following key positions:  Personal Financial Planning Executive Committee of the American Institute of CPAs; Vice President and Director of the New York State Society of CPAs; President of the Estate Planning Council of New York City; Chair of the Investment Committee of the NYSSCPA.

Dina is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina has been interviewed by the financial press, contributed articles to Worth magazine, and hosted a series on wealth management on CNN financial news.

Dina has served in leadership positions on several boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc., Lincoln Center, The North Castle Land Trust and Burning Tree Country Club in Greenwich, Connecticut.

Dina received her Bachelor’s Degree in Accounting from Queens College and her Masters in Taxation from Pace University.

*See important disclosures regarding awards and recognitions.

Published Insights

Methods of Motivation

As appeared in Financial Advisor  Employers need good employee incentive plans so that the interests of their firms and companies are aligned with the needs and wants of their key people. That’s a reality supported not only by empirical studies but also by plain logic. And it’s true for both...

The ‘Art’ of Passing Down Heirlooms

"Nothing is simple when it comes to tax planning around fine art. A lifetime transfer can work brilliantly to a trust, but you have to consider what the individual inheriting the art is planning to do with it,” said Nadine Lee in Barron's Penta.

Are Donor Advised Funds Right for Your Charitable Giving?

Donor Advised Funds (DAF) can be a convenient, cost- and tax-effective vehicle to support your favorite...

Post-Liquidity Events: Planning For Optimized Results

As appeared in Private Wealth It is, of course, most appropriate that financial advisors seek to prepare their clients in advance of a major liquidity event such as the sale of a business, a public offering, or a similar event. An experienced, knowledgeable, and creative advisor can figuratively perform...