Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Women in Transition
New York State Society of CPA’s Outstanding CPA in Industry Award, past recipient; Crain’s New York’s “40 under 40”, past recipient
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.
The Colony Group’s Dina Lee spoke with U.S. News & World Report in this recent article “How Financial Advisors Work With Billionaires”. Read the full coverage here.
Last week, three of the book’s 11 authors—Jeffrey T. Craig, senior wealth advisor for The Colony Group, Nadine Gordon Lee, president of The Colony Group Family Office and managing director of The Colony Group’s Metro NY Offices, and Michael J. Nathanson, chief executive officer and chair of The Colony Group—sat down with Worth to discuss the importance of goals-based financial planning, how to achieve financial peace of mind and why reaching financial independence can be even more complicated for business executives and entrepreneurs.
"The tax law generally treats the vesting of the units as a paycheck and so should the client," said Dina Lee, President of Colony Family Office and Managing Director of The Colony Group Metro New York Offices. "The shares will have been fully taxed, so immediately selling the shares received will not result in additional tax consequences." Lee also advises having clients clear any sale of their RSUs through company counsel.
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"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.
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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...