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
Recognition
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2015-2019, 2021– 2024)
Jay is a Senior Wealth Advisor and a Principal of The Colony Group. In addition to his law degree, he currently holds the professional designations of Certified Trust and Financial Advisor (CTFA) and the Accredited Estate Planner® (AEP®). Prior to joining The Colony Group in 2000, Jay was a practicing attorney for 20 years specializing in estate planning, real estate, and business transactional law. Jay now incorporates that expertise into comprehensive and integrated wealth strategies that include advanced estate and financial planning, philanthropy, and investment management services for high net worth individuals and families and help them build and realize a vision for their legacies.
Jay also presents seminars on wealth management topics and intergenerational wealth transfer and estate tax planning.
Jay earned his Juris Doctor from Suffolk University School of Law and a Bachelor of Science in Finance and Investments from Babson College. He is an active member of the Boston Estate Planning Council, a member of the Leadership Council of Alzheimer’s Association of Massachusetts and a past Chairman and President of the Beacon Hill Civic Association.
Published Insights
Topical Viewpoints
“Viewpoint: In tight talent market, recognition helps nonprofit worker morale”
January 27, 2023
The Colony Group’s Jay Lupica wrote about his involvement in in MAB community services and being responsible for one of his client’s philanthropic wishes in this Boston Business Journal...