Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour 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 – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour 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.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
FOCUS AREAS
Tax Planning
Business Consulting
Financial Planning
Recognition
Family Connections’ Roger Manshel Lifetime Achievement Award 2023
Jeff Harrison is a Principal and Managing Director at The Colony Group. Prior to joining The Colony Group in November 2021, Jeff was a founder of Harrison, McCarthy & Co., which provided over 25 years of accounting and tax services to its clients. Jeff specializes in tax, business consulting, and financial planning. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs.
Jeff has a B.S. degree from the University of Maryland and did graduate work at the American University in Washington, D.C. He has a Certificate of Educational Achievement in personal financial planning under the auspices of the American Institute of Certified Public Accountants. He became a CPA in 1982 and is licensed to practice in New York, New Jersey, and Maryland.
Jeff has lectured at various hospitals and the Greater New York Dental meeting. He has been admitted as an expert witness in New York State Supreme Court. Previously, he was the Treasurer of Temple Beth Shalom in Livingston, NJ and the treasurer of Family Connections, a leading social services organization dedicated to changing lives with a wide range of programs to counter trauma, mental illness, addiction, domestic violence, and child abuse.
Family Connections’ Roger Manshel Lifetime Achievement Award criteria: this award honors individuals who exceed expectations in support of Family Connections and their community.
Published Insights
Tax
The Colony Group’s Jeff Harrison Awarded Roger Manshel Lifetime Achievement Award by Family Connections
May 23, 2023
The Colony Group is proud to announce that Jeff Harrison, Principle and Managing Director, was awarded the Roger Manshel Lifetime Achievement Award by Family Connections in May 2023. This...