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
Rick Macdonald MBA, CFA, CFP®
Senior Wealth Advisor
Focus Areas
Investment Strategies
Multi-Generational Planning
Private Strategies
Asset Allocation
Portfolio Management
Client Specialty
Professionals
Retirees
multi-generation families
Recognitions
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2016 – 2024)
Community
Acton Boxborough Youth Soccer, President
As a Senior Wealth Advisor and a Principal of The Colony Group, Rick brings over 15 years of experience in financial planning for high net worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society.
Rick spent three years as an adjunct professor in the Financial Planning Program at Boston University. He has lectured about personal finance at local universities, including Boston University and Harvard Law School.
Rick has been quoted in publications including Money Magazine, the Boston Business Journal, the San Diego Business Journal, the Jewish Advocate, and the Boston Metro and has been a guest on Bob McCormick’s Money 101 show on KNX news radio in Los Angeles. He was included in Boston Magazine‘s list of “Five Star Wealth Managers” in 2010, 2011, and 2016-2020*.
Previously, Rick was part of the team at Mintz Levin Financial Advisors. He graduated, summa cum laude, from the University of Massachusetts with a BA in Economics and received both his MBA and his MS in Finance from Boston College.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Published Insights
Wealth Management
4 Tips on Preparing for the Unexpected
July 25, 2017
We all hope to never face a significant loss to our property. Beyond the suffering from losing those things that cannot be replaced, the damage from fire, flood, earthquake,...