2023 Curated by Colony Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences – Webinar Recording

Curated by Colony spoke to adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss. From gorilla trekking in Uganda to guided...

Curated Book Recommendations

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...

Curated by Colony Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning

Curated by Colony welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children....

Introducing Your Children To Your Family Wealth

These 5 tips will help you to instill your values about your family’s wealth with children of all ages. Wealthy families often struggle with how to tell their children...

2023 Curated by Colony Security Webinar Series: (Session 2) Identity Theft – Protecting your Personal Information

Curated by Colony security provider Regal Credit Management as we discuss the prevalence and challenges of identity theft. Learn best practices to protect yourself, how to spot an attack,...

Tis’ The Season: Navigating Well-being During the Holidays

The holiday season is in full swing and with it often comes opportunities for togetherness and celebration. However, this season can also bring opportunities for over-indulgence, sadness, and stress. In contrast...

Curated by Colony: Live Well and Thrive Webinar – How To Manage The Holidays With An Aging Loved One

The holidays can be a difficult time for those with older family members. It is hard to see our loved ones struggling and if they have health issues, are...

Attack Surface #3: Home Internet Routers and Wi-Fi Systems – Manage Your Network Security and Privacy

Our third and final workshop, Manage Your Network Security and Privacy, provided insightful tips and best practices to help protect your home internet routers and Wi-Fi systems from cyberattacks. “Most routers...

Attack Surface #2: Devices – How to Protect Your Phone, Tablets, and Computer

Our second workshop, How to Protect Your Phone, Tablets, and Computer, provided insightful tips and best practices to help protect your personal devices from cyberattacks. “It’s about protecting our personal information...

Attack Surface #1: Email – How to Privatize and Secure Your Email

Our first workshop, How to Privatize and Secure Your Email, provided best practices and actionable takeaways to help protect your email and increase digital privacy and security. “The greatest threats consistently...

Digital Security Tips for TCG Clients

Quick Guide and Tips to Spot and Prevent Spoofing and Phishing By Brad Deflin, CEO, Total Digital Security www.totaldigitalsecurity.com   Email phishing and spoofing is when the bad guys...

Thrive in 30: Rising to the Challenges of High School

With the transition to high school come heightened expectations. Watch Private Prep’s Director of Executive Functioning to learn concrete strategies to ensure your child rises to the challenge! Private...

Test Prep & College Admissions

For our friends at The Colony Group: our Director of Curriculum and our Director of College Admissions break down your most burning questions about college...

Curated By Colony: Private Prep Webinar Recording

As appears on Private Prep   Private Prep is a Curated by Colony educational services partner that focuses on test preparation, subject tutoring, college admissions, and academic skills coaching....

Essential Tips for a Smooth College Transition

As students prepare to start their first semester of college, Private Prep’s Director of Executive Functioning teaches proactive steps they can take to ensure a smooth college...

Thrive in 30: College Transitions

In Thrive in 30: College Transitions, Private Prep’s Director of Executive Functioning teaches proactive steps they can take to ensure a smooth college...

12+ Highly Anticipated New Hotel Openings to Help You Travel Well

Below is a small sample of recent and upcoming openings. Of course we love old favorites too (always feel free to email us about those). Whether you like staying...

5 Tips for Traveling Wisely on Your Next Adventure

The world is opening up. Flights are being added. Restrictions reduced. New hotels and resorts are opening around the world at a record pace, others are reemerging after extensive...

Michael Nathanson: How to Build a $19 Billion RIA

The Colony Group “has acquired 15 firms since 2012, helping grow its assets under management to $19 billion in the process.” Michael Nathanson, Chair and Chief Executive Officer, shares...

A Note to Our Clients About Cybersecurity

Whether due to the geopolitical conflict or just a sign of the times, cyber-experts worldwide are recommending enhanced caution around individuals’ cyber-presence.  At The Colony Group, we want to...

Back to School Essentials: Empower Your Student to Reach Their Full Potential – Webinar Recording

Throughout a student’s educational journey, they may encounter periods of transition, changes to the learning environment, or managing extracurricular activities. It’s common for them to experience bumps along the...

From Health to Family to Career Advice, this RIA Offers It

As Appeared in Rethinking65. Wealth advisors who have long-standing relationships with clients and their families do not take it for granted that clients share extremely personal and intimate details...

Leading RIA Adds Array of Life-Enrichment Services

As appeared in Rethinking65. When The Colony Group, a Boston-based national financial advisory, wealth and business management firm with more than $13 billion in regulatory assets under management recently...

Tips to Ease the Back-to-School Transition

As appeared in Private Prep. How can we prepare for the unknown? Just a few short months ago, many of us were breathing a sigh of relief that the...

How To Plan for Tomorrow’s Cybersecurity Challenges – Workshop Series Recordings

The global pandemic has accelerated our dependence on our devices — working from home, shopping online, and holding virtual hangouts with friends and family — all in effort to...