Core Offerings

Your Family Office Business Management

Select Client Specializations

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

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.

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 Management

Select Client Specializations

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

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.

Companies & Non-Profits

Her Wealth® by Colony

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.

LEADING INSIGHT

Her Wealth® Inspires Confidence

When women are empowered with financial knowledge, they are more confident creators and stewards of their wealth. Our articles, guides, and resources provide the important information you seek to be in control of your finances.

Access To A Community

Her Wealth® Builds Connections

Intelligent, savvy, and dynamic women are part of our Her Wealth® community as clients, collaborators and champions. We connect through small gatherings and larger events— all designed to spark conversations and build relationships. We create an environment where you can fearlessly ask questions and grow your financial knowledge.

Advancing Women

It’s not enough to change the financial conversation. We want to change the financial industry.

Each year, Her Wealth® awards a $2,500 merit-based scholarship to an eligible undergraduate woman entering her junior or senior year and studying to become a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). We invest in the future of young women. This is one investment that will always appreciate in value.

Please check back in January 2022 to be considered for our Her Wealth® 2022 scholarship.

Meet Katrina Letter, Colony's 2019 Her Wealth Scholarship recipient.

Explore The Conversation

Wealth Management

The Dimensions of Wealth: Influencing Your Financial Path

June 9, 2021

A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions...

5 Common Divorce Mistakes To Avoid

June 5, 2018

Avoiding these common divorce mistakes will help navigate the divorce process and prevent future...

3 More Questions Newly Widowed Spouses Face

February 21, 2019

3 questions newly widowed spouses face when dealing with Social Security, investments, and paying...

12 Reasons Women Need to Close the Financial Literacy Gap

February 11, 2019

Staggering statistics about why women should pay more attention to their money. Hint #7: It’s our...

Ready to take control of your wealth?

Taking control of your financial world is easier than you think, especially with a powerful network of female advisors that have navigated this road before.