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.
-
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
Paul Shapero
Senior Vice President, Business Management
Focus Areas
Business Management for Athletes
Business Management for Non-Profits & Companies
Client Specialty
Business Owners
Professionals
Athletes
As Director of Family Office Services, Paul leads a team of financial professionals who provide family office and financial management services to current and retired sports professionals, entertainers, individuals and families. Acting as their personal CFO, Paul and his team manage their day-to-day financial responsibilities, including bills, mortgages, contracts, budgeting, and monthly spending and cash flow reporting. He combines his accounting skills with a natural ability to anticipate future possibilities to create positive client outcomes. He loves the diversity of his work, and prides himself in providing excellent client service.
Paul served as the Director of Family Office Services at Bridgewater Wealth & Financial Management prior to merging with The Colony Group at the beginning of 2018.
Paul earned a Bachelor of Science in Accounting from University College at the University of Maryland. A fitness enthusiast, when he’s not crunching numbers, he’s likely crunching his abs.
Published Insights
THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS
May 17, 2022
The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...
Her Wealth
5 Steps to Get Yourself Financially Organized
November 29, 2017
Want to get your own financial house in order? Here’s how to get organized and stay organized once and for...