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Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

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.
  • Wealth Management
  • Investment Strategies
  • Sustainable Investing Solutions
  • Family & Legacy
  • Tax Planning
  • Divorce & Dispute Resolution

Business Management

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 Management: Entertainers
  • Business Management: Athletes
  • Business Management for Companies & Non-Profits

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

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.
  • 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

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.
  • Attorneys, Physicians & Other 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.
  • 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.

Institutions – OCIO Solutions

  • Taxable and Non-Taxable OCIO Solutions
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  • Business Management
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Back

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

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.
  • Wealth Management
  • Investment Strategies
  • Sustainable Investing Solutions
  • Family & Legacy
  • Tax Planning
  • Divorce & Dispute Resolution

Business Management

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 Management: Entertainers
  • Business Management: Athletes
  • Business Management for Companies & Non-Profits

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

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.
  • 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

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.
  • Attorneys, Physicians & Other 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.
  • 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.

Institutions – OCIO Solutions

  • Taxable and Non-Taxable OCIO Solutions
  • Retirement Plan Solutions
  • Business Management
  • Newsroom

    Here would be some descriptive text about the newsroom ‘section’ of the website. This will give the reader an insight into what these sub-sections contain.


  • Her Wealth® OLD

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Newton, MA Office Client Access

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New York, NY Office (NPAM) Client Access

  • Asset Management Portal
  • Colony 360 Financial Planning Portal

    Client Access
  • Investments & Document Delivery

    Client Access

Boca Raton, FL, Office Client Access

  • Wealth Portal
  • Investment Portal

Boston, MA (Broad Street), Office Client Access

  • Quarterly Reports
  • Overall Balance Sheet

Calabasas, CA, Office Client Access

  • Client Account Portal
  • Charles Schwab Portal
  • Wealth Dashboard Portal

Concord, NH, Office Client Access

  • Black Diamond

GW & Wade Client Access

  • Fidelity Brokerage Services, LLC
  • Sharefile
  • Orion Analytics

InterOcean Capital Client Access

  • eMoney Plan
  • Sharefile

New Canaan, CT, Group Client Access

  • TCG Client Access

Newton, MA Office Client Access

  • TCG Client Access

New York, NY Office (NPAM) Client Access

  • Asset Management Portal

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