The Colony Group

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

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

Attorneys and physicians know retirement planning is complex.

At some point, you have likely managed your own investments as you save for retirement. Your accounts are growing, your risk is increasing, your life simply has more moving parts, and now you’re less confident of the next move. What used to be manageable is now becoming more intricate. What is missing is a team that can create a plan to replace the complications and emotions tied to managing your own finances.

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Maintaining A Lifestyle

Dan has worked hard building a successful career and is devoted to his family. His retirement savings are a substantial part of his family’s wealth. And, as a partner in his firm, managing his cash flow is a priority since his income can vary widely. He wants to be sure he can provide for his family’s needs now and retire with the lifestyle they envision. He knows there must be better opportunities to save and invest, as well as strategies to manage taxes.

Protecting His Family's Future

He's smart. Until now, he’s made his own investment decisions and saw relative success. But the time just wasn’t there anymore to manage it all, and he was becoming unsure of his ability to figure out the ideal investment approach for his growing retirement plan. He wants a partner that will help him invest for market fluctuations and to protect his family’s future.

Looking Beyond Retirement

As an attorney, he knows that he needs to update his estate plan, but it’s just another task on a long list that that he’ll get to one day. Does he really understand the risks that could derail his family’s lifestyle? Now that the kids are in college, who can he trust to help prepare them to manage their finances and future inheritances?

One Vision of the Future

Dan had multiple advisors - an accountant, who prepared his taxes and an estate attorney - but they rarely spoke. Missing was the sharing or communicating of one vision. He needs a team looking at his big picture—coordinating one effort; that focuses on smart decisions now and in the future.

This illustration is not an actual client experience. See important other disclosures about this illustration.

Attorneys, Physicians & 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.

Learn more

Wealth Management

The Colony Group’s team of talented financial professionals can help build an enduring financial plan that is focused on your entire life and will help protect and preserve your wealth.

Learn more