Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour Family Office
Business Management
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
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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
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
Institutions – Taxable and Non-Taxable
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour 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
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.
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Career Phase Strategies & Business Management
Institutions – Taxable and Non-Taxable
Elisabeth Talbot, CFA, CPA
Managing Director, Senior Wealth Advisor
Focus Areas
Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Estate Planning
Client Specialty
Executives
Private Equity and Venture Capital Partners
Recognitions
Five Star Wealth Manager 2012, 2013, 2015-2020
Forbes Top Women Wealth Advisors Best-In-State 2023
Liz is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group. She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships. Liz has extensive experience in financial planning for high net worth individuals and families; a wealth of knowledge on tax, estate, and retirement planning; and deep expertise in the areas of investment management and asset allocation. She holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk University, where she taught accounting, finance, and taxation in the undergraduate and MBA programs. Liz is a member of the CFA Institute and the Boston Security Analysts Society. She earned a Bachelor of Science from Boston College and Master of Science in Taxation from Bentley College.
Liz is the former President and Treasurer of the Board of Directors of Rosie’s Place, a Boston area non-profit organization.
Published Insights
Culture
Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List
April 13, 2023
We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...
Topical Viewpoints
Liz Talbot Named a 2023 Forbes Top Women Wealth Advisors Best-In-State
February 6, 2023
The Colony Group is proud to announce that Liz Talbot, CFA, CPA, has been named one of 2023 Forbes Top Women Wealth Advisors Best-In-State ranking number 7 in Massachusetts....
In The News
“Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.”
January 4, 2023
The Colony Group's Liz Talbot was featured in Barron's article "Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice" discussing technology stocks. Read the full article here.
Investment & Market Analysis
Investing Through Volatility – Webinar Recording
October 14, 2022
Sharp sell-offs in the bond and stock markets have contributed to recent and unique economic circumstances. With so much uncertainty around the globe, where should investors focus? Our investment...
Wealth Management
Seeking Alternative Sources of Income- Webinar Recording
June 10, 2022
Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...
Get Serious About Recruiting Women Advisors
July 24, 2014
As appeared in FinancialAdvisorsIQ For a client-centric practice, there is no more critical indicator of future success than the composition of its team. Thus, every advisory firm’s top priority...