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.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Rob Inches
Senior Portfolio Manager, Institutional Advisory Practice
FOCUS AREA
Strategic Advice
Portfolio Management
Philanthropy
Innovation and Sustainability
CLIENT SPECIALTY
Family offices
Business Owners
Foundations
COMMUNITY
Beth Israel Deaconess Medical Center – Leadership Board
Woods Hole Oceanographic Institution – Corporation Board
As a Senior Portfolio Manager in the Institutional Advisory Practice team at The Colony Group, Rob provides comprehensive solutions to the investment, wealth planning and philanthropic needs of owners and stewards of substantial capital. Rob is a financial professional with more than 34 years of experience in the wealth management industry.
Rob has written on alternatives to fixed income, redefining growth and value investing, the impact of innovation on investment decisions and ensuring a successful family legacy. Rob’s experience gives him a perspective on all aspects of family legacy planning with an emphasis on investing.
Rob served as a Senior Managing Director at New Providence Asset Management prior to their merger with The Colony Group in 2021. Rob spent 27 years at Goldman Sachs becoming co-head of a private wealth advisory practice that was among the firm’s largest, with more than $3.5 billion in client assets under advisement.
Rob earned a Master of Business Administration in Finance at the Wharton School and a Bachelor of Arts in History from Harvard University. He completed the Wealth Advisory program at Goldman Sachs.
Outside of the office, Rob spends time with his family skiing, backcountry skiing, cycling, golf and other adventures. Rob enjoys travel and is an avid reader.
Published Insights
Institutional Advisory – Capital Ideas Series
How and When to Use Benchmarks
October 6, 2023
Benchmarks provide a framework for achieving successful long term investment results. In this thought piece, we will help you decipher when and how to use, or not use benchmarks....
Institutional
How and When to Use a Benchmark
August 16, 2023
What purpose do benchmarks serve? Benchmarks can help provide institutions with a framework for achieving successful long-term investment results. Once risk and return objectives have been codified, a system...
Curated Education - Learning
Ensuring a Successful Family Legacy
May 31, 2023
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you...
Curated Education - Learning
Legacy Series: Threshold Questions For Familes
May 7, 2023
The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...
Institutional
Thoughts on Philanthropy
March 18, 2023
What options are currently available to me to leverage my philanthropic goals? Rob Inches: The nine most common opportunities are, 1) Traditional Philanthropy – support for all good causes,...
Curated Education - Learning
Legacy Series: Thoughts On Philanthropy
March 14, 2023
At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our...