For high net worth individuals and family clients seeking a coordinated, single-source solution to complex financial and investment matters, The Colony Group offers strategic family financial management services that are integrated with ancillary services such as bookkeeping, bill paying, risk management, trust management, and legal services.*

Our family office brings a team of advisors together to work on specific financial planning and investment issues. In partnership with our high net worth family clients, we build trusted, long-term relationships that are designed to serve each family’s financial needs, now and in the future.

Family office services include:

  • Asset Management

  • Financial Counseling

  • Investment Planning and Asset Allocation

  • Tax Planning and Protection Strategies

  • Tax Return Preparation

  • Estate Planning

  • Education Planning

  • Intergenerational Wealth Planning

  • Philanthropic Strategies

  • Risk Management

  • Bookkeeping and Bill Paying

  • Trust Management

  • Legal Services*

For additional details, please see:

Colony Investment Management

Colony Wealth Management

Tax planning and preparation

* Available through our affiliated law firm: Sadler, Nathanson & Lupica, LLP