The Colony Group

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.

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 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

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.

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 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

2024 Second Half Market Outlook Webinar Recording “Investing from Peak to Peak”

July 31, 2024

2024 Second Half Market Outlook Webinar Recording: “Investing from Peak to Peak”

The Colony Group’s investment leadership team shares their insights and outlook for the economy and markets after hitting new highs. During this webinar, our speakers will explore four “peaks” in the current market landscape:

1. Peak Globalization: How does the prospect of an Innovation Cold War impact global investors?

2. Peak Polarization: What do recent global elections mean for investors and how might the outcome of the US election affect portfolio decisions?

3. Peak Interest Rates: After the Fed’s long pause, what should investors expect as the Fed readies a move lower?

4. Peak Markets: What do new highs in equity markets mean for future returns?

Brian W. Katz, CFA

Chief Investment Officer, President of Colony Investment Management

Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Brian has more than 25 years of asset allocation, manager selection, stock research, and portfolio construction experience. Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process. Brian’s responsibilities include...

Heather S. Mahoney

Managing Director, Wealth Management; Legal Counsel

Heather Mahoney works on strategic initiatives related to the firm’s continuing growth. Heather also participates in the firm’s Her Wealth® program.

Heather has been working in the financial services industry for more than 20 years.  Prior to joining the firm, Heather was the General Counsel and was...

Jason Blackwell, CFA

Chief Investment Strategist

As the Chief Investment Strategist and a Principal of The Colony Group, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed...

Rege S. Eisaman

Managing Director, Vice Chair

Rege is a Managing Director, Principal and Vice-Chair of The Colony Group.  He is a member of Colony’s Executive Committee and Investment Committee.  Rege has more than 33 years of asset management, asset allocation and portfolio construction experience.

Prior to joining Colony, Rege was the Chief Executive Officer...