Curated by Colony
A True Partner
Helps Us See New
Opportunities
We're with you during life's unique moments
helping you live your best life.
Every aspect of your today and tomorrow should be enriched and explored.

Your wealth extends beyond portfolios and performance. Paired with the curation of handpicked services and professionals, it can help to support a more luxurious and adventurous lifestyle, promote good health and support your pursuit of meaning and joy.

This is Curated by Colony™.

Our distinct set of services is designed to address your needs and aspirations and support you and your family through your life's journey. Our Concierge Team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Explore Curated by Colony™
Our mission is to help you find and fulfill your purpose.
Managing your wealth is just one piece of that.
As a client of The Colony Group, you have access to an expertly curated selection of third-party service providers in areas ranging from health and wellness to career development and lifelong learning to security. These professionals have been handpicked and vetted by our team to ensure that they have the quality and professionalism to meet your needs. Where possible, select Curated by Colony providers offer preferential services or pricing to you. As you'd expect, The Colony Group receives no additional fees for referring you to these third-party providers or any fees from them for their services to you.
We work tirelessly to help you use your wealth on the things that matter most.
Travel. Cybersecurity. Nutrition, health and wellness. Career and personal growth. College admissions. If it's important to you, we'll help you find the right solution.
Wellness
Wellness
Your health and wellbeing are paramount. But it can be difficult to know where to turn when you need help. Whether you're trying to improve your health, navigate an unfortunate diagnosis or determine living arrangements for a loved one who needs special care, The Colony Group stands ready to help you get the support you need.
wellness services wellness services
Security
Security
You have worked hard to create lasting wealth. We want to make sure you have all the tools necessary to safeguard it. Because your security is too important to leave to chance.
security services security services
Learning
Learning
At The Colony Group, our top value is lifelong learning. As a team of constant learners and growers ourselves, we know how important quality support can be at all stages of life. From tutoring for students of all ages, to college admissions test prep and consulting, to executive leadership and career transition coaching, our partners have the knowledge and skills to help you achieve your personal and professional goals.
learning services learning services
Lifestyle
Lifestyle
The Colony Group is your liaison to bespoke family vacations, private aviation services, and other entertainment experiences. Get ready for fun and adventure made easier for you.
lifestyle services lifestyle services
Ready to learn more?
Our Curated by Colony™ brochure showcases just a few of our partners and how they might assist you. Request it now.
You are unique. How you've built your wealth. What it has taken taken to get here. It is why you continue to strive for an even brighter tomorrow.
Meet your Curated By Colony Concierge Team
Jennifer Geoghegan, MBA
Chief of Staff & Strategy
Jake Weinreb, CFA
Senior Associate, Business Strategy and Analytics
We are here to help.
Looking for something you don't see? Want to learn more? Your concierge team is constantly adding vetted providers to our Curated by Colony offering. Let us know how we can help you.