(Charlotte, NC) – The principals of Colony Family Offices® are pleased to announce that they received regulatory approval from the North Carolina Banking Commission to open Colony Trust Company℠, LLC. It is the first newly chartered North Carolina public trust company in over eight years...
Equity markets have been lackluster of late and volatility has spiked over the last couple of days. The S&P 500 Index has declined about -4.5% over the last two trading sessions (Thursday and Friday), erasing it’s year-to-date gain. As of today’s close (3/23/18), the broad global equity...
(Charlotte, NC) Colony Family Offices® is pleased to announce Kathy Habluetzel and David Parker as the newest members of our team. Kathy and David are newly admitted Members of Colony Family Offices, LLC. They both bring valuable experience to Colony and have served ultra-affluent families...
2017 Tax Reform Update After being passed by both the House and Senate earlier today, the most extensive changes to the tax code in over 30 years are on the way to President Donald Trump for his signature. The legislation reforms both individual income and corporate income taxes and will move the...
In light of last night’s election results, we are reaching out with some brief commentary. Obviously we aren’t political commentators and only scratching the surface here, but in an effort to be helpful, we wanted to share our initial takeaways. The conventional wisdom among political...
