Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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
Companies & Non-Profits
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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
Companies & Non-Profits
Focus Areas
Business Transition Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Client Specialty
Executives
Business Owners
Professionals
Athletes
Rob is a Senior Wealth Advisor and a Principal at The Colony Group. He provides a broad range of comprehensive wealth management services to clients, with expertise in the areas of cross-border tax and insurance considerations, investments, and private equity. Through his work with busy professional athletes in the NHL, NFL, and NBA, Rob has developed a deep and thorough understanding of the unique financial issues and challenges that athletes face. He has extensive experience working with athletes transitioning into retirement and helps his clients in developing wealth preservation strategies, including budgeting, cash flow analysis, and philanthropic planning. Rob ensures that all of his clients’ financial matters are taken care of so that they can focus on their families and careers with peace of mind that they will have adequate wealth to meet their needs in retirement.
Prior to joining The Colony Group, Robert served as a Financial Advisor at Jones Barclay Boston. Previously, he was a Tax Manager at Ernst & Young, LLP.
Robert is a licensed attorney in the state of Colorado and has an LLM in taxation from the University of Denver’s Graduate Tax Program. He received his B.A. from the College of the Holy Cross and J.D. from the University of Denver’s College of Law. Robert is a member of the Colorado Bar and Arapahoe County Bar Associations. He is currently a candidate for the CFP® (Certified Financial Planner) certification. In his spare time, Robert enjoys mountain biking and skiing with his wife and two daughters.
Published Insights
Wealth Management
Living Together, But Not Married? Consider A Cohabitation Agreement
December 3, 2020
As Appeared in Kiplinger. If you are one of the growing number of Americans who are in a relationship and living with someone, a cohabitation agreement might not be...