Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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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.
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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.
Entertainers & Athletes
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Entertainers
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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.
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Business Management
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Athletes
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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.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Our Institutional Team voluntarily undertakes annual audits by independent fiduciary experts through CEFEX to reassure you and your investment committee that our processes and practices continue to adhere to industry high standards bringing you peace of mind and confidence.
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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.
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.
-
Business Management
-
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.
-
Career Phase Strategies & Business Management
Companies & Non-Profits
Our Institutional Team voluntarily undertakes annual audits by independent fiduciary experts through CEFEX to reassure you and your investment committee that our processes and practices continue to adhere to industry high standards bringing you peace of mind and confidence.
News & Insights
You can always see something new when you look at things from a different angle. Original views and unique perspectives can help you see alternatives and new approaches in life. We believe that conversations of wealth and business management, and how to live meaningful lives, are most successful with a collaborative team that has many skillsets.
We don’t just handle investment strategies, tax matters, and various complex structures that surround your wealth. Many more opportunities can be possible. Here, The Colony Group explores these possibilities and shares our insights so that we can help you bring meaning and joy to your lives.
Insights Delivered
Sign up to receive 'Our Perspectives, Your Possibilities', filled with monthly expertise, news, and insights.
Highlights
Investment & Market Analysis
Q4 2022 Colony Market Perspectives
January 13, 2023
2022 was a challenging year for investors, as both equities and bonds posted losses. Most stock markets across the world experienced a bear market during the year. Despite less...
