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.
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 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.
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.
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.
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.
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.
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 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.
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.
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.
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.
Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List
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 The Colony Group this year include:
Max Haspel, Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services (New York)
Craig Jones, JD, MBA, Managing Director and Chief Diversity Officer (Colorado)
Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal, Senior Wealth Advisor (Virginia)
“These advisors set the standard for their commitment to exceed client expectations, deliver comprehensive advice to meet financial goals, and bring meaning and joy to the lives of our clients. We’re so proud of them for making this year’s Forbes’ list yet again.” said Zinovy Iosovich, President and Chief Services Officer of The Colony Group.
The advisors on the Forbes Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets. This ranking was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).
