The Colony Group is a distinguished wealth and business management advisory firm dedicated to bringing purpose, joy, and meaning to the lives of their clients. With a commitment to shaping perspectives and unlocking new possibilities, their team offers consolidated expertise in wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management, and consulting services. By blending hustle, determination, professional ambition, and family values, The Colony Group supports business owners in taking their enterprises to the next level. Through a focus on trust, clarity, and strategic planning, they assist endowments, institutions, and non-profit organizations in sustaining their missions. Additionally, The Colony Group emphasizes engaging all generations to ensure the continuity of family wealth and shared values, providing specialized expertise tailored to each client's unique goals and aspirations.