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

An image of a lock transposed over a circuit board

January 31, 2024

Introducing the New ControlOne “Agent” Software, from Total Digital Security

As we step into 2024, it’s time to embrace new beginnings and heightened security for our digital lives. We are pleased to introduce the new ControlOne “agent” software, our revolutionary security solution for laptops and phones. This innovative technology is our commitment to ensuring your digital safety today and tomorrow.

The new cybersecurity “agent” software by ControlOne, from Total Digital Security includes:

Revolutionary Private Internet Network: Embrace the future of connectivity with our cutting-edge technology that offers you a “private internet.” This exclusive network shields you from the vulnerabilities and hazards associated with the public internet. By providing comprehensive protection, it ensures your internet activity is encrypted and securely tunneled, isolating it from public exposure.
Comprehensive Protection with AI: With ControlOne, you’re upgrading to the latest in cybersecurity technology. Its proactive threat detection keeps your devices safe from emerging cyber risks in real-time, 24/7, on any device and from any network, public and private, using advanced threat intelligence and AI.
Zero-Trust Network Architecture:  The new “agent” software uses the latest in cybersecurity technology. Zero-Trust Network means nobody gets in unless they are verified and validated as legitimate.
Antivirus at the Gateway: Viruses don’t get to your phone or laptop because they are blocked at the gateway, before getting to your device.
User-friendly and easy to use for all: New defensive technology that’s easy to use, yet highly effective. ControlOne makes advanced digital security accessible to everyone.

This year let’s make a resolution for enhanced digital security and privacy. With ControlOne, you’re not just using a product; you’re adopting a lifestyle of digital safety and peace of mind. Embrace the New Year with confidence, knowing your digital world is safeguarded by Total Digital Security.

Here’s to a secure, private, and prosperous New Year!

Brad Deflin, Total Digital Security

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

Introducing the New ControlOne “Agent” Software, from Total Digital Security

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