Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

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

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

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

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other 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.
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.

Institutions – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your 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

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other 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.
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.

Institutions – OCIO Solutions

Steven Keirn, JD, CFP®

Senior Wealth Advisor

Palo Alto, CA

FOCUS AREAS

Investment Strategies
Tax Planning
Estate Planning

RECOGNITIONS

Recipient of the FIVE STAR Wealth Manager Award in San Francisco Magazine (2019)

For two decades, Steve Keirn has provided a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.

Prior to joining the firm, Steven worked for ten years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and “start-up” environments. This experience gives Steve insight into the business-related financial issues of the firm’s clients, including matters related to equity, deferred compensation, and benefits schemes, professional transitions, and the personal impact of various corporate transactions.

CERTIFIED FINANCIAL PLANNER™
Admitted to practice law in Massachusetts
Member of the Financial Planning Association
Investment Adviser Representative (Series 66)
JD, Duke University School of Law
BS (magna cum laude) in Political Science and a Business minor from Villanova University
Completed Boston University’s certificate program in financial planning

Disclosures:

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.