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.
A child walking on fallen logs, exhibiting a spirit of exploration.
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 become the bearing for a luxury lifestyle, good health, and supports 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 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.
Wellness Wellness
Security Security
Learning Learning
Lifestyle Lifestyle
A woman raising her arms in front of some giraffes, showing that she has been traveling to exotic places and embodies a spirit of leisure and playfulness.
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: Healthcare concierge services; Cognitive therapy, relationship and stress management resources; Fitness consulting, tracking, and reporting; Nutritional consulting, tracking, and reporting. Wellness services: Healthcare concierge services; Cognitive therapy, relationship and stress management resources; Fitness consulting, tracking, and reporting; Nutritional consulting, tracking, and reporting.
A photograph of a woman wearing a blue shirt in the forest, appearing joyful as she smiles and is throwing her arms back as if enjoying a breeze.
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: Dependent care consulting; Divorce and separation mediation and consultation; Cybersecurity and identity-theft auditing, consulting, protection, and remediation; Cash and debt management. Security services: Dependent care consulting; Divorce and separation mediation and consultation; Cybersecurity and identity-theft auditing, consulting, protection, and remediation; Cash and debt management.
A photograph of a gate, surrounded by green foliage, leading into a courtyard with a fountain.
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 younger children, to college test Academic tutoring and test prep services preparation and admissions 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: Retirement transition coaching; Career transition consulting; Leadership coaching; College and graduate school admission consulting. Learning services: Retirement transition coaching; Career transition consulting; Leadership coaching; College and graduate school admission consulting.
A photograph of numerous empty seats in an auditorium at an institution of higher learning.
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: Travel and entertainment concierge services; Private aviation and boating services; Philanthropic and legacy coaching; Home-maintenance concierge services. Lifestyle services: Travel and entertainment concierge services; Private aviation and boating services; Philanthropic and legacy coaching; Home-maintenance concierge services.
A photograph of two men holding surfboards as they walk into shallow water at a beach.
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
A photograph of Jennifer Geoghegan.
Jennifer Geoghegan, MBA
Chief Strategy Officer
A photograph of Jake Weinreb.
Jake Weinreb, CFA
Senior Analyst, Strategy & 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.