Culture Archives - Page 2 of 2

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

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

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

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

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other 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.
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.

Institutions – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your 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

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other 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.
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.

Institutions – OCIO Solutions

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...

The Colony Group Recognized by Comparably for Career Growth, Leadership, and Best CEOs for Women

June 15, 2023

We’re honored to share that The Colony Group has again been recognized by Comparably in their Q2 2023 Best Places to Work Awards. This quarter, we were recognized as...

“Wealthies” 2023 Industry Awards Name Three Colony Group Finalists

June 13, 2023

WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number...

Powering Down The Politics To Reveal The Challenges And Opportunities Of Our Time

May 9, 2023

As seen in Chief Executive. Organizational leaders must be more vigilant than ever in fostering a balanced environment that is receptive to all respectful perspectives. The consequences of failing...

Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List

April 13, 2023

We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...

A Theory of (Employee) Relativity—and Happiness

April 6, 2023

As seen in Chief Executive. As organizational leaders increasingly embrace happiness in the workplace as a precondition for attracting and retaining top talent, they must also confront an important...

How to implement sustainable practices at your firm – and avoid backlash

August 12, 2022

The Colony Group’s CEO and Chair, Michael Nathanson writes about ESG and socially responsible investing in the article “How to Implement Sustainable Practices at Your Firm–and Avoid Backlash”. Read...

PanCAN PurpleStride 2022

May 4, 2022

We are proud of our teams in New York, Massachusetts, Maryland, Virginia, Florida, Colorado, California, and New Hampshire for taking steps together to support our colleague, Lisa Poff, and Pancreatic Cancer...

How I Learned What Matters Most in a Company Culture

March 22, 2022

“Culture is defined by action. What the leaders and individuals within a company do, how they respond and act for the benefit of one person, as well as many,...