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.
-
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
Ann Brownholtz, CPA
Senior Tax Manager
Focus Areas
Tax Planning
Client Specialty
Executives
Business Owners
Professionals
Athletes
As a certified public accountant for more than 30 years, Ann is an expert tax professional and is proficient on the tax code and all its ramifications. She advises clients and specializes in preparing complex returns for individuals, trusts, real estate and all other partnerships. She has been known to say that everyone has a ‘burning tax question’ and is well-equipped to offer an answer based on their specific situation. Ann’s depth of knowledge, experience and expertise in tax planning, preparation and review is an invaluable asset to her clients. She enjoys being a mentor and advocate for younger employees and those just starting out in their careers. Ann also serves on our Her Wealth® Executive Committee and advises our Her Wealth® Advisory Board.
Previously, Ann served as a Principal and Senior Tax Advisor at Bridgewater Wealth & Financial Management, where she worked for over 30 years prior to the firm merging with The Colony Group.
Ann earned a Bachelor of Science in Business from the University of Maryland. She earned her CPA in 1981.
Married with four children, Ann genuinely enjoys the level of engagement, fast pace and adrenaline that’s freely on tap during tax season.
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