We are resolute in our mission to bring purpose, joy, and meaning to your life each and every day.
Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.
So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.
Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.
Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.
Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?
The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?
Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.
You need a team of individuals with specialized expertise that is focused on you and your goals.
See important disclosures about our awards.
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of...
We are proud to announce that The Colony Group was once again recognized in FA Magazine’s 2023 RIA Ranking. This year, the firm placed #24 out of 521 firms...
For two years, the collective gaze of investors and economists has remained fixated on a monthly assessment of economic conditions and Federal Reserve policy. However, it is crucial for...
Summer is in full swing. A time of year that many associate with a slower pace of life, affording a little more free time to read. To honor the...
The rally in equities continued unabated during the second quarter, discrediting those prognosticators that were calling for a difficult first half of the year. The banking sector, which emerged...
After her son’s autism diagnosis, Lorri Unumb’s life changed entirely. Lorri is a lawyer, mother, and internationally renowned autism advocate. Her work has been critical in the autism insurance...
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