These illustrations are examples of the types of clients Colony might attract given its expertise in services geared to business owners, executives, professionals, athletes and entertainers, institutions/non-profits and family enterprise clients.
While the fact patterns are fictitious, Colony believes they are representative of issues and needs facing some clients and why they may seek our services. They are not testimonial in nature, and solutions and results for one client may be different for another client. Illustrations are not be intended to be, nor should be construed as, specific planning, transition, tax, or investment advice. Colony renders advisory and other services only pursuant to an executed agreement.
Colony is an SEC registered investment advisory firm with offices in multiple states. In Florida, Colony is registered to do business as The Colony Group of Florida, LLC. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its representatives.