CFO Sponsors 40th Annual Estate Planning and Fiduciary Law Program

July 2019

Colony Family Offices is pleased to announce that it will be a Silver Sponsor of the 40th Annual Estate Planning & Fiduciary Law Program. The conference will be held July 25-27, 2019 at Kiawah Island, SC.

The North Carolina Bar presents this advanced-level CLE program to experienced attorneys, accountants, trust officers, and other professionals from North Carolina and beyond. The annual program covers significant estate planning, estate administration, tax issues, and other relevant topics.

Since its founding in 2013, Colony has been an advocate of collaborative relationships with our family’s attorneys, accountants, and other professional advisors. We believe open dialogue and a diversity of opinion can help identify the best solution for our mutual clients. Collaborating with Colony gives professional advisors access to a highly skilled and experienced team of financial professionals.

Please click here to read the full announcement.