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
Focus Areas
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Wealth Education
Client Specialty
Business Owners
Professionals
The Rising Generation
Community
Keene Endowment Fund, President; Spaulding Academy & Family Services, Board Member; New Hampshire Estate Planning Council, Member
As a Senior Family Wealth Advisor and Principal at The Colony Group, Indrika provides clients with financial planning services while also helping the firm develop and refine Family Office services. She is a financial professional with more than 15 years of experience in the wealth management industry.
Indrika primarily serves ultra-high net worth individuals, business owners, and their families. In her current position, she focuses on all areas of planning and has a particular interest in helping business owners transition wealth from one generation to the next while preparing the next generation to receive and be responsible stewards of their inherited wealth.
Indrika served as a Senior Family Wealth Advisor at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, she was a Family Office Advisor at Daintree Advisors, LLC, and a Client Service Consultant at Wells Fargo Family Wealth and Calibre Advisory Services, Inc. in Boston where she worked directly with clients and their advisors to help clients understand, implement, and achieve their financial goals. She also worked in corporate and retail banking at ANZ Grindlays Bank in Sri Lanka.
Indrika is a member of the New Hampshire Estate Planning Council, President of the Keene Endowment Association, serves on the Board of Spaulding Academy & Family Service, and Co-chair of The Colony Group’s Diversity, Equity, and Inclusion Council.
She earned a Master of Science degree in Financial Planning with honors from the McCallum Graduate School of Business at Bentley University and a Bachelor of Science degree in Computer Science, summa cum laude, from Keene State College. In addition, she has held the CERTIFIED FINANCIAL PLANNER™ certification since 2008.
Outside of the office, she loves spending time with her family, learning to play guitar, baking and decorating cakes, and reading. Indrika is originally from Sri Lanka. She is married to Nissanka, and together they have a daughter, Shaya.
Published Insights
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...
In The News
How To Beat High Interest Rates By Borrowing From The Bank Of Grandma
December 19, 2023
The annual gift exclusion can be used to forgive both interest and principal over time. Learn how to beat high interest rates in this Forbes article.
In The News
5 Pros Offer Their Top Year-End Financial Tips
November 30, 2023
What does gifting with a purpose mean? The Colony Group's Indrika Arnold, Senior Wealth Advisor, explains in this Barron's article about year-end financial tips.
Topical Viewpoints
Embracing The Complete ‘Why’ Of Philanthropy For Maximum Impact
November 22, 2023
As seen in Worth Magazine Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism. Mahatma Gandhi once said, “The best way...
In The News
How to Divvy Up What Your Heirs Want and Get Rid of the Rest
August 17, 2023
When's the ideal time to start having family discussions about dividing family possessions? The Colony Group's Indrika Arnold, Senior Family Wealth Advisor and Principal, explains in this Barron's article.
In The News
What is a Family Trust, and How Do You Set One Up?
May 30, 2023
The Colony Group's Indrika Arnold, Principal and Senior Wealth Advisor, spoke with USA today about the benefit of setting up a family trust.
Topical Viewpoints
“Estate Planning? Four Strategies for Leaving Assets to Your Heirs”
February 8, 2023
As seen in Kiplinger. When reviewing your estate plan, how you distribute your assets to your beneficiaries isn’t always a simple decision. In addition to determining how to best...
Topical Viewpoints
Leaving Wealth to your Heirs? Some Items to Consider.
December 12, 2022
Estate planning offers many opportunities. It allows clients to pass on assets and values to loved ones, support charities they care about, reduce estate taxes, plan for disability and...
In The News
“Advisors: Listen Up! Here are the Five Habits of Effective Client Listeners”
October 13, 2022
What are five habits of effective client listeners? The Colony Group’s Indrika Arnold was featured in Advisor Engine’s “Advisors: Listen up! Here are the five habits of effective client listeners”
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
A simple checklist to get your wishes met later in life
November 3, 2021
"If you have children, you want to have a will; that’s what determines who takes care of them,” said Indrika Arnold via MarketWatch.
In The News
How to Talk to Your Adult Children About Your Finances. And Why It’s Important.
September 22, 2021
“In initial communications with the next generation, regardless of age, sometimes other, more important messages get lost when numbers enter the conversation,” says Indrika Arnold.
Wealth Management
It’s Never Too Late for a Family Meeting – Here’s How to Do Them Well
September 1, 2021
As Appeared in Kiplinger. Jane and John, who are parents to four adult children, have amassed substantial wealth during their careers. To experience the joy of seeing their children...
Wealth Management
Making a Gift This Year? Some Key Questions to Consider
October 30, 2020
As Appeared in Kiplinger. With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of...