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
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
Giancarlo Plati
Retirement Plan Advisor
Giancarlo serves as the Retirement Plan Advisor for The Colony Group’s Newton, MA location. Drawing from his experience in Asset Management and Retirement Plan Consulting, Giancarlo aims to make the complex simple and help business owners establish and maintain a cost-effective, compliant and high-caliber group retirement plan.
Prior to joining The Colony Group, Giancarlo served as the Director of Investments at Carson Wealth, overseeing investment research and manager due diligence for equities, fixed income, and multi-asset strategies.
Prior to Carson Wealth, Giancarlo was part of the Institutional Sales team at John Hancock Investment Management. In this capacity, he worked directly with many of the company’s key institutional clients, including corporate pension plans, 3(21) and 3(38) fiduciaries, and multi-state retirement consulting firms.
Giancarlo has earned the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute in association with the Yale School of management. He also earned the Chartered Retirement Plans Specialist (CRPS®) designation through The College for Financial Planning. He graduated from DePaul University with a bachelor’s degree in English Literature.
Outside the office, Giancarlo enjoys golf and tennis, scuba diving, travel and meditation.
Published Insights
Curated by Colony
Curated by Colony: Financial Literacy Media Recommendations
April 12, 2024
In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...
Everything You Always Wanted to Know About
Everything You Always Wanted to Know About Maintaining a Healthy Credit Score – Giancarlo Plati
February 20, 2024
As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Giancarlo Plati, CIMA®, CRPS® Retirement Plan...
Securing Your Financial Future
529 Planning
November 1, 2023
The time has come! You want to start saving for the education of your child, grandchild, or even yourself. But what do you need to know about saving through...
Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: 401(k)s
May 1, 2023
How do you make the most out of your 401(k) contribution? The Colony Group’s Giancarlo Plati, Retirement Plan Advisor, shares his insights and tips in this...