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
Focus Areas
Multi-Generational Planning
Estate Planning
Tax Planning
Stock Options and Equity Compensation
Client Specialty
Family Enterprise
Retirees
Executives
Professionals
As a Senior Wealth Advisor at The Colony Group, Lori counsels high-net-worth individuals and families by providing them with individualized comprehensive wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients. Additionally, Lori is continuing to build The Colony Group’s curriculum to educate wealth advisors who are either new to the industry or to Colony.
Prior to joining The Colony Group in 2004, Lori worked as Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high-net-worth individuals. She is admitted to practice law in the Commonwealth of Massachusetts.
Lori earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption University. She is a member of The Colony Group’s Diversity, Equity, and Inclusion Council. When not in the office, Lori can be found at a local hockey rink cheering on her son and daughter or walking out and about with her beloved cockapoo, Oakley.
Published Insights
In The News
Colony Group Names Eight New Principals And Promotes Three
May 3, 2023
Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here.
Topical Viewpoints
The Colony Group Announces Promotion of Eight New Principals
May 2, 2023
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of...
In The News
Advisor Training: Here Are Firms’ Best Practices
April 5, 2023
The Colony Group's Lori Deane, Senior Wealth Advisor, spoke with Barrons about some of our training for advisors. Read the full article here.