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
Focus Areas
Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Client Specialty
Executives
Business Owners
Professionals
Retirees
Recognitions
2023 AdvisorHub’s Advisors to Watch
Community
CFA Society of Naples,past President; Moorings Presbyterian Church, Finance Committee; Youth Sports Coach, Growing Associates in Naples (GAIN) Program; Leadership Collier Foundation
Jack is a Senior Wealth Advisor based out of our Naples, Florida office. He provides financial, investment, and tax planning services to high net worth individuals and their families and implements comprehensive wealth management plans.
Prior to joining The Colony Group, Jack worked as a Wealth Strategy Associate at UBS where he performed financial planning and portfolio management services for private clients. He also was an Investment Specialist and Compliance Advisor in the Raymond James Financial corporate headquarters.
He received his Bachelor degree, cum laude, from the University of Florida and a Master of Business Administration degree from the University of South Florida. In addition, he earned his Chartered Financial Analyst® designation in 2011 and holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of his professional responsibilities, Jack enjoys playing golf, saltwater fishing, and running.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Published Insights
In The News
How to Advise Clients on Wash Sale Rules
February 12, 2021
Many investors get tripped up by wash sale rules. Jack Clark shares his advice on the pitfalls of wash sales and what to do to avoid them.
Her Wealth
How to Use An IRA Giving Strategy To Increase Tax Benefits
February 20, 2019
Giving to charities not only helps communities or those in need, but it can be a powerful tax...