Women financial clients and professionals discussed their philanthropic efforts at the first gathering of a new campaign by The Colony Group LLC in Boston Wednesday.
Colony Women and Wealth Connect was created to promote women’s interests within the financial industry. The first gathering, Thoughtful Giving Journeys, focused on the past and future philanthropic efforts of the members.
“For many years, our financial counseling teams have spent considerable time building up the financial education and confidence of our female clients as we work together to manage their wealth. We are true believers in the power of community and felt it was the right time to bring together clients and fellow professionals to share in these conversations as a group," says Nadine Lee, managing director and president, Colony Family Office.
The initial event was moderated by Elisabeth Talbot, managing director and senior financial counselor of The Colony Group. Future discussions will focus on multigenerational wealth planning, long-term care concerns, life transitions, as well as social and cultural events.
The Colony Group is an independent, fee-only, financial advisory firm with more than $5 billion in assets under management.