Company History Archives - The Colony Group

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-Taxable

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 – Taxable and Non-Taxable

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-Taxable

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 – Taxable and Non-Taxable

$20.01B AUM, 365+ Team Members

March 28, 2023

2023 featured a merger with Cooper Lapman...

March 28, 2022

2022 featured a merger with Derby & Company

November 30, 2021

2021 featured mergers with New Providence Asset Management, Legacy Wealth, Harrison, McCarthy & Co., and Capital...

August 19, 2020

2019 featured mergers with Aurora Financial Advisors, Steinberg Global Asset Management, Kathryn Collings Transition, Harvest Capital Management and Glass...

August 19, 2020

August 17, 2020

The Colony Group was founded.

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – Taxable and Non-Taxable

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – Taxable and Non-Taxable

$20.01B AUM, 365+ Team Members

March 28, 2023

$19B AUM, 340+ Team Members

March 28, 2022

$17B AUM, 300+ Team Members

November 30, 2021

$10B AUM, 236 Team Members

August 19, 2020

Merges with Blue Water Advisors and Bridgewater Wealth, $7.5B AUM with 140 Team Members

August 19, 2020

Merges with Jones Barclay Boston, $5.5B AUM

August 19, 2020

Merges with Cap Group Advisors, $5B AUM with 86 Team Members

August 19, 2020

Merges with Long Wharf Investors, $3.5B AUM

August 19, 2020

Reaches $3B in AUM, 63 Team Members

August 19, 2020

Merges with Prosper Advisors

August 19, 2020

Merges with Mintz Levin Financial Advisors

August 19, 2020

25th Anniversary Celebration

August 19, 2020

Colony Joins Focus Financial Partners

August 19, 2020

$1B with 36 Team Members

August 17, 2020

$500M with 36 Team Members

August 17, 2020

$100M with 16 Team Members

August 17, 2020

TCG Founded

August 17, 2020