Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

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 – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

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 – OCIO Solutions

November 16, 2022

“How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”

The Colony Group’s Brad Levin, CFP®, CMT® Managing Director, Senior Wealth Advisor, discusses the “bucket list mindset” with Family Wealth Report. In the article, “How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”, Brad covers how the approach focuses on using financial planning to enjoy the life journey rather than wait until retirement. Read the full article here.

Brad Levin, CFP®, CMT®, CEPA®

Managing Director, Senior Wealth Advisor

Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management...

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

Boca Raton, FL, Office Client Access

Boston, MA (Broad Street), Office Client Access

Calabasas, CA, Office Client Access

Concord, NH, Office Client Access

GW & Wade Client Access

New Canaan, CT, Group Client Access

Newton, MA Office Client Access

New York, NY Office (NPAM) Client Access

Boca Raton, FL, Office Client Access

Boston, MA (Broad Street), Office Client Access

Calabasas, CA, Office Client Access

Concord, NH, Office Client Access

GW & Wade Client Access

New Canaan, CT, Group Client Access

Newton, MA Office Client Access

New York, NY Office (NPAM) Client Access

“How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

“How Wealth Advisors, Clients Must Adopt ‘Bucket List’ Mindset”

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