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Curated by Colony™ Her Wealth®

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.
  • Wealth Management
  • Investment Strategies
  • Sustainable Investing Solutions
  • Family & Legacy
  • Tax Planning
  • Divorce & Dispute Resolution

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 Management: Entertainers
  • Business Management: Athletes
  • Business Management for Companies & Non-Profits

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.

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.
  • Investment Advisory & Management
  • Retirement Plan Solutions
  • Business Management

Curated by Colony™

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.
  • Explore Concierge Services
    Our Concierge Team can connect with you highly qualified service providers in areas ranging from health and wellness to career development and lifelong learning to security.

Her Wealth®

A core passion and initiative of The Colony Group, we empower women with the financial resources and confidence to take control of their wealth. We believe we are uniquely qualified to lead the conversation and spearhead the transformation when it comes to women and their wealth.
  • Explore Her Wealth®
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  • Her Wealth®

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Back

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Companies & Non-Profits

Experiences

Curated by Colony™ Her Wealth®

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.
  • Wealth Management
  • Investment Strategies
  • Sustainable Investing Solutions
  • Family & Legacy
  • Tax Planning
  • Divorce & Dispute Resolution

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 Management: Entertainers
  • Business Management: Athletes
  • Business Management for Companies & Non-Profits

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.

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.
  • Investment Advisory & Management
  • Retirement Plan Solutions
  • Business Management

Curated by Colony™

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.
  • Explore Concierge Services
    Our Concierge Team can connect with you highly qualified service providers in areas ranging from health and wellness to career development and lifelong learning to security.

Her Wealth®

A core passion and initiative of The Colony Group, we empower women with the financial resources and confidence to take control of their wealth. We believe we are uniquely qualified to lead the conversation and spearhead the transformation when it comes to women and their wealth.
  • Explore Her Wealth®
  • Newsroom

    Here would be some descriptive text about the newsroom ‘section’ of the website. This will give the reader an insight into what these sub-sections contain.


  • Her Wealth®

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Concord, NH, Office Client Access

  • Black Diamond

Boca Raton, FL, Office Client Access

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DC Region Offices Client Access

  • Wealth Portal
  • Investment Portal

Long Island, NY, Office Client Access

  • Planning Dashboard
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  • Schwab Account
  • Fidelity

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  1. Events
  2. Brian Katz, CFA

Brian Katz, CFA

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Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Brian has more than 25 years of asset allocation, manager selection, stock research, and portfolio construction experience. Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process. Brian’s responsibilities include the development of the firm’s investment offering, portfolio implementation, and educating advisors and clients. He serves as the Chairman of The Colony Group’s Investment Committee and leads the team of portfolio managers and analysts.
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