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
Mark Lapman started in the financial services industry as a stock analyst in the Portfolio Management Department of John Hancock in 1979. He was a member of the team which started Independence Investments in 1982 and went on to manage equity portfolios along with administering marketing, fixed income, and compliance. Ultimately, he served as Chief Executive Officer and Chairman of the Board and the Investment Committee from 2000 to 2009.
Along with Mimmy Cooper, Mark founded Cooper Lapman Financial, LLC in 2009 to provide financial planning and investment management services to individuals and families. After almost 14 years of successful service to its clients, Cooper Lapman Financial merged with The Colony Group in early 2023. Mark is excited about continuing his work within this larger and well-resourced company.
Mark received a Ph.D. in History from Harvard University in 1982 and holds a CFA designation from the CFA Institute. He is on the Board of Directors and Investment Committee of the Whitehead Institute for Biomedical Research.
What you might not know about Mark: He has run nine marathons. He is a Licensed Flight Instructor. And consistent with his love of flight—he likes birds! One of his fondest parenting experiences involved breeding 25 zebra finches with his three children. Then, he painstakingly built a new cage for the birds, but it was too large to get out of his basement and had to be dismantled. He learned his lesson on good planning at an early stage!