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

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

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

June 27, 2024

Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement

In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being involved in non-profit work. From finding deeper connections in your community to improving your mental health, there are a number of ways that volunteering locally can impact you in a positive way. Not sure where to start? They share their experiences in this video.

Kristina K. Saunders

Senior Portfolio Manager

Kristina K. Saunders is a Senior Portfolio Manager at The Colony Group. She has 20 years of experience providing investment management to both high net worth clients and institutions. She also has financial planning expertise and works closely with clients to identify their short and long-term financial goals, establish...

Lauren Ledger

Senior Wealth Advisor

As a Senior Wealth Advisor at The Colony Group, Lauren Ledger provides comprehensive financial planning and investment management to a diverse group of new and long-term clients. She takes pride in having a deep understanding of her clients’ goals and supporting them with high level service and thoughtful strategies...

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

Core Offerings

Select Client Specializations

Your Family Office

Business Management

Business Owners

Executives

Professionals

Entertainers & Athletes

Entertainers

Athletes

Institutions – OCIO Solutions

Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement

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