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.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Ian D. Barclay, CPA, PFS
Managing Director, Senior Wealth Advisor
Focus Areas
Business Transition Planning
Tax Planning
Career Phase Strategies for Athletes
Cross Border Planning
Industry Leader
Client Specialty
Executives
Business Owners
Professionals
Athletes
Community
Canada Colorado Association, Founder & Board Member; Canadian Tax Foundation; American Institute of CPAs
Ian is a Managing Director and a Senior Wealth Advisor at The Colony Group. He brings extensive experience counseling active and professional athletes, with particular expertise counseling past and present NHL players in the area of international tax and cross-border financial considerations.
Ian served as one of three co-founding partners of the Denver-based wealth management firm, Jones Barclay Boston, in 1994, which merged with The Colony Group at the start of 2017. Ian comes to Colony with detailed knowledge and experience in structuring finances to maximize wealth accumulation and preservation in a tax-efficient manner. He provides comprehensive wealth management and financial advisory services to high-net-worth individuals and families throughout the United States and internationally.
Ian has accumulated years of broad wealth management experience working at Clarkson Gordon (now Ernst & Young) and Price Waterhouse prior to launching his own CPA firm which later evolved into Jones Barclay Boston.
Born and raised in Montreal, Quebec. Ian studied finance and accounting at McGill University. He later studied at the Graduate Tax Program at the University of Denver School of Law. Ian is a Certified Public Accountant, holds the Personal Financial Specialist designation from the AICPA, and is a member of the American Institute of CPAs Tax and Personal Financial Planning Sections. He is a founding Board Member of the Canada-Colorado Association and a former Board Member and Treasurer of the Denver Athletic Club.
In his spare time, Ian enjoys travelling with his family, spending time outdoors, and taking advantage of all the great things Colorado has to offer.
Published Insights
Wealth Management
Estate Planning: It’s Not Over
April 3, 2017
As appeared in Financial Advisor Magazine Given the results of last November’s election, a repeal of the federal estate tax is now a distinct possibility faced by an entire...