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
Zinovy is the President and Chief Services Officer of The Colony Group. He oversees and supports all service and revenue functions for the firm including wealth management, investment management, business management, institutional consulting and tax services. As part of his role, Zinovy develops and implements firm level strategic initiatives and improvements with cross-functional leaders. Additionally, he oversees Colony’s merger efforts including sourcing, execution and integration.
Prior to joining The Colony Group, Zinovy spent over 15 years as an M&A professional. Most recently he was a Principal with Focus Financial Partners, a partnership of independent wealth management firms which Colony joined in 2011. At Focus, Zinovy co-headed the firm’s business development and acquisition activities in the Northeast and provided partner firms with strategic guidance and support on organic and inorganic growth strategies.
Previously, Zinovy worked in investment banking covering the financial services industry at Keefe, Bruyette & Woods (KBW) and UBS Investment Bank. Additionally, he worked at KBW Capital Partners, a financial services focused private equity fund.
Zinovy received his Master of Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor of Science from Lehigh University. In his free time, Zinovy enjoys spending time outdoors and skiing and with his family.
Wealthmanagement.com Industry Awards criteria: The 2023 RIA Edge 100 list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification, and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $250 million in assets. Michael Nathanson was a finalist for Chief Executive Officer of the Year (2023); Stephanie Goldstein was a finalist for Chief Marketing Officer of the Year (2023); Zinovy Iosovich was a finalist for M&A Leader of the Year (2023).
Published Insights
Culture
“Wealthies” 2023 Industry Awards Name Three Colony Group Finalists
June 13, 2023
WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number...