Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Client Specialty
Executives
Business Owners
Recognitions
2023 AdvisorHub’s Advisors to Watch
Matthew is a Senior Wealth Advisor and Principal at The Colony Group, providing financial counseling and investment advice to high-net-worth individuals and families. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience.
Matthew worked as a Wealth Advisor for Blue Water Advisors which merged with The Colony Group in early 2018. Previously, he worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement. Prior experience also includes working as a Wealth Strategist at BNY Mellon Wealth Management and as a Senior Financial Planner at The Ayco Company, a Goldman Sachs subsidiary.
Matthew received his Bachelor of Science in Mathematics and MBA in Finance from Union College and an MS in Taxation from the Zicklin School of Business.
In his spare time, Matthew enjoys running, reading, cooking, and spending time with his wife and two boys.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Published Insights
Culture
Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch
June 20, 2023
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...
Wealth Management
Private Foundation, Donor Advised Fund, Other? Know Your Options to Maximize the Impact and Fulfillment of Your Charitable Giving
January 11, 2021
As appeared in WealthManagement.com. With many charities struggling to raise funds and meet expanding demand during the pandemic, philanthropy, a term that literally means “love of humankind,” has become...
In The News
Money Fix: Take care when making donations toward pandemic relief
May 24, 2020
“...using appreciated securities held longer than one year can provide an additional tax benefit. Assuming you itemize deductions, you will receive a tax deduction of the fair market value of the security. In addition, you don’t have to pay tax on the appreciation above your cost basis [the amount they paid for the security],” says Matthew Rapoport.