Designed to reflect what matters to you

The Colony Group helps clients attain life goals as well as financial objectives. Our approach to wealth management, business transition and family office is personalized, comprehensive, and designed to reflect what matters most to you.

Wealth Management

Our investment expertise is at the core of our objective services.

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Business Transition Planning

Family business transition planning is essential, but can be intimidating.

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Family Office

You’ve earned the privilege to spend time creating special moments to deepen and enrich your family’s story.

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