Strategic Partnerships

The Colony Group has formed strategic partnerships with other firms seeking to offer investment management and related services to their clients. These alliances allow accounting, legal, and other firms to improve their competitive positions and strengthen client relationships by offering an additional suite of complementary services.

The clients of our strategic partnerships can expect to receive the following benefits:

  • Access to the expertise and experience of The Colony Group—a unique, single-source financial management firm with a history of outstanding client service

  • Continuation of a trusted relationship with their historic professional advisors

  • Seamless coordination of efforts by their investment and other professional service providers

Subsidiaries

The Colony Group’s wholly-owned subsidiaries include:

The Colony Group of Naples, LLC
239-261-9810
800-758-8200

Colony Ventures, LLC
617-723-8200
800-758-8200

Affiliated Law Firm

Sadler, Nathanson & Lupica, LLP is a law firm owned and operated by a group of practicing attorneys who are also active partners in The Colony Group, LLC.

Sadler, Nathanson & Lupica, LLP
617-723-8226