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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • May 31, 2023

    Ensuring a Successful Family Legacy

    The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you to develop a plan and hire a team of advisors tailored to your needs.

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  • May 17, 2023

    Introducing Your Children To Your Family Wealth

    These 5 tips will help you to instill your values about your family’s wealth with children of all ages.

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  • May 07, 2023

    Legacy Series: Threshold Questions For Familes

    Threshold Questions will help you understand and frame the issues most important to you. This will enable you to work more effectively with your investment advisor to construct an asset allocation that works for you.

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  • March 23, 2023

    Legacy Series: Thoughts On Philanthropy

    At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our mission is through our Net Positive Pledge, a commitment to being a net positive company, giving more to the world than we take. The underlying trust you place in our firm is founded on our aligned interests and pursuit of excellence in everything that we do. When it comes to advising on your philanthropic vision, we view this as one of the cornerstones of your legacy.

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