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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 owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
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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.
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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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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
Today’s guests founded the groundbreaking Punchbowl News. Anna Palmer worked for the Legal Times and Roll Call before joining Politico in 2011. While at the Legal Times she began to attract national attention for her work and investigating the activities of lobbyist Jack Abramoff, who ultimately went to prison. Not long after joining Politico, she joined the team of journalists investigating sexual harassment allegations against presidential candidate, Herman Cain, who subsequently suspended his campaign.
While at Politico, she served as its senior Washington correspondent. She also led Women Rule, a leading platform aimed at expanding leadership opportunities for women, and hosted the critically acclaimed Women Rule podcast. She also got to work with our other guest, who would become her primary writing partner.
Jake Sherman grew up in Connecticut before attending George Washington University and Columbia University’s Graduate School of Journalism. He worked for the Wall Street Journal, Newsweek, and the Minneapolis Star Tribune in their Washington DC bureaus and joined Politico in 2009. He too became a successful senior writer for Politico. But it seems to me that much of the real magic started happening when he began to partner with Anna. They collaborated extensively at Politico, especially covering the U.S. Congress. They reported on corruption scandals among Democrats and Republicans. Including on the matter of Congressman Aaron Schock, who ultimately resigned.
For four years, they took over the wildly popular Politico playbook after Mike Allen’s departure, further expanding its readership. And in 2019, our dynamic duo wrote The Hill To Die On: The Battle for Congress and the Future of Trump’s America, a New York Times bestseller. They left Politico in 2020 to start Punchbowl News, which would offer non-partisan reporting with a special focus on Washington’s elite power players.
Anna would become Punchbowl News’ CEO with one of the top names in the business. She has been a political commentator for CBS, NBC, ABC, Fox News, CNN, MSNBC, and Washington Week. And Jake, too, would become a top name in the business, serving as a political analyst for NBC News and MSNBC.
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