The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.
Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.
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
For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.
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.
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.
The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.
Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.
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
For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.
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.
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.
So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.
Preparing to transition your business can become intimidating. With our experienced team, it becomes easier.
Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.
The journey of an executive is often filled with complexities for their wealth.
Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.
Are you effectively managing the demands of your life today with the lifestyle you want in retirement?
Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?
Your talent and determination led to big contracts. You’re becoming a business. Are you managing your money like a business would?
The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?
Clarity, trust, experience: catalysts to achieving your mission.
Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?
Families with significant wealth face complexities that transcend their generation.
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
An even better path for executives and entrepreneurs
Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.
The Colony Group Named in WealthManagement.com’s RIA Edge 100 List
February 13, 2023
The Colony Group is proud to announce that they have been named one of WealthManagement.com’s RIA Edge 100. The methodology and weighting were intended to give a clear picture...
Introduction Many investors believe that the signal for policymakers to stop hiking interest rates is when “something breaks.” After more than a year of rate increases, something finally broke,...
Last year it seemed that investment markets were aligned against investors. As the Fed raised rates at a record-setting pace in modern history, equities posted their worst returns since...
Breaking Down the Barriers Between Women and Financial Success
March 1, 2023
The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...
The Colony Group Named a 2023 Best Place to Work for Financial Advisers by InvestmentNews
March 7, 2023
The Colony Group is pleased to announce that we have been recognized as one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews. The firms on...
Mark Schonwetter survived the Holocaust, along with his Jewish family, by hiding in the forests and homes of Polish families. Although, he experienced unimaginable horrors as a young boy,...
Your life — your work, passions, and play — is a progression influenced by time, insight, and evolving perspectives.
What drives you toward your definition of meaning and joy is deeply personal. For some, it's applying talents at work, for others, it's pursuing passions and serving others. For many, it's both.
As success builds, so does the desire to shape your wealth; to move toward your vision of a wealthy life, influenced by your perspective today.
But life changes as you move forward. The right team beside you can expand your perspective, helping you see opportunities and what's possible beyond.
Whatever comes next, the team you choose should help you look beyond the numbers and give you freedom.
Our greatest asset is our shared expertise wrapped around you, empowering you to live your best life today, while unlocking a world of new possibilities.
Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.