Nan Vlad, JD

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Multi-Generational Planning
Estate Planning

Client Specialty

Executives
Business Owners
Women in Transition
Venture Capital

Recognitions

Five Star Wealth Manager

Nan is a Senior Wealth Advisor and a Principal of The Colony Group. With her combined legal and financial expertise, Nan provides counsel to high net worth individuals and families on issues including investment management, asset allocation, tax, estate, and business planning.

Prior to joining The Colony Group, Nan practiced real estate and general business law. Nan earned her Juris Doctor with honors from Suffolk University School of Law and received her undergraduate degree and a master’s degree from the New England Conservatory of Music.