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.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
John F. Weeks, CExP
Managing Director, Family Wealth & Business Transition Planning
Focus Areas
Pre- and Post-Liquidity Planning
Business Transition Planning
Multi-Generational Planning
Philanthropic Planning
Client Specialty
Executives
Business Owners
Non-Profits
Family Enterprise
Community
Schwab Charitable Fund Advisory Council
John is a financial service professional with more than 30 years of experience. John makes introductions to those who may benefit from our capabilities and expertise, and works directly with clients to define financial goals, create appropriate strategies, and monitor and provide feedback about their progress towards those goals.
John served as the Managing Director, Family Wealth & Business Transition Planning for Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, John was the NH State President for Bank of America and Market Executive for its wealth management division, U.S. Trust, where he led wealth management and commercial banking teams in advising individuals, families and businesses throughout New England.
He graduated with a Bachelor of Arts in Economics from Middlebury College in Middlebury, VT where he also played football. In addition, he holds the Certified Exit Planner (CExP™) designation and is a member of The BEI Network of Exit Planning Professionals™.
John currently serves on Schwab’s Charitable Fund Advisory Council. He previously served on the boards of The Nature Conservancy of NH, NH Business Committee for the Arts, Elliot Health Systems, the New Hampshire Humanities Council, Junior Achievement of NH, the Corporate Fund of the NH Charitable Foundation, the Advisory Council of the Currier Museum of Art, and the Statewide Board of The New Hampshire Charitable Foundation.
Outside of the office, he loves to travel with family and friends, plays golf and tennis and enjoys skiing. On his list of all-time favorite books is the Lord of the Rings Trilogy by J.R.R. Tolkien: “My generation’s ‘Harry Potter’ series.” He is married to Gail for more than 25 years, and they have three sons.
Published Insights
Her Wealth
The Life Arc of a Philanthropist: Progressing Through Seven Stages of a Life of Giving
October 10, 2024
Philanthropy, the art of giving to create a positive impact on society, is a dynamic and evolving journey that passes through seven distinct stages. These stages aren’t static but...
Community
Engaging in Local Philanthropy Through NH Healthy Climate
July 10, 2024
As seen in NH Healthy Climate. The Colony Group and two of its New Hampshire professionals, John F. Weeks, CExP and Indrika Arnold, MSFP, CFP® are delighted to sponsor...
Topical Viewpoints
The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving
May 13, 2024
As seen in Family Wealth Report The art of giving to create a positive impact on society is a “dynamic journey,” the author of this commentary argues. The following...
In The News
How Donor-Advised Funds Are Changing Philanthropy
January 30, 2024
The Colony Group's John Weeks, Managing Director, Family Wealth and Business Transition Planning, speaks to how donor-advised funds are changing philanthropy.
Topical Viewpoints
The Exit Plan: Avoid These Mistakes to Maximize Success
January 8, 2024
As seen in Worth Exit planning is crucial. Here are the top myths about this misunderstood arena—and how to avoid falling into their traps. For some entrepreneurs, thinking about...
Topical Viewpoints
Preparing Emotionally For The Sale Of Your Business
October 25, 2023
As seen in Financial Advisor. Thinking about selling your business? You probably aren’t surprised to hear that there are many moving parts to getting a deal done, from due...
In The News
Some Financial Advisors Make House Calls. Why Giving Advice at the Kitchen Table Is Smart.
October 4, 2023
Why are house calls important for client relationships? The Colony Group's John Weeks, Managing Director of Family Wealth and Business Transition Planning explains in this Barron's article.
Topical Viewpoints
RVN Get Real – John Weeks Podcast
February 2, 2023
The Colony Group’s John Weeks, CExP™, Managing Director, Family Wealth & Business Transition Planning, recently spoke on the podcast, RVN TV: GetReal! He discussed how we work with clients...
Happy Holidays from The Colony Group
December 20, 2021
Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...
In The News
How to Successfully Transition a Family-Owned Business, According to The Colony Group
May 26, 2020
“The sale of the business is not the end but, in fact, a beginning.” Marshall Rowe, James Fitts, and John Weeks celebrated the release of their new book with Worth Media's Juliet Scott-Croxford as they discussed how to successfully transition a family-owned business.