BOSTON, Sept. 16, 2020 /PRNewswire/ — The Colony Team, a nationwide wealth and business administration corporation, now introduced the start of Curated by Colony, a bespoke established of expert services offered by means of exterior partnerships made to address the demands and objectives of clientele outside of regular economic preparing and wealth administration. The initiative highlights The Colony Group’s ongoing endeavours to convey ground breaking and important solutions to its customers, at all levels of lifestyle.
Curated by Colony presents a holistic strategy to clients’ long term setting up, supplying a robust range of handpicked products and services throughout health and wellness, job growth and lifelong learning, cybersecurity, custom vacation, and extra to enable increase clients’ wellbeing. By these offerings, The Colony Group’s clientele now can have accessibility to an integrated established of existence enrichment services and methods in addition to a complete array of fiscal products and services.
“We have had the privilege of obtaining to know many of our consumers around extensive periods of time, and in the course of developing individuals shut associations, we get to know a lot more about their hopes and dreams for them selves and their liked kinds,” shares Jennifer Geoghegan, Chief of Team and Method of The Colony Team. “Curated by Colony is developed to empower our shoppers with higher-high-quality sources in spots that subject to them and guidance them in their pursuit of accomplishing their life aims.”
Curated by Colony is a normal development in the growth of products and services made available by The Colony Group for purchasers and their family members. Its companies involve enterprise management for some of the top rated talent in the leisure and qualified sports activities industries, organization changeover organizing for intently held companies, divorce and dispute resolution products and services, and sustainable investing solutions for non-public wealth and institutional shoppers, in addition to its expansive wealth and expense administration companies.
“We are regularly motivated by our purchasers and are often looking for innovative approaches to convey them closer to the achievement they are looking for in their lives,” said Michael Nathanson, Chair & CEO of The Colony Team. “Curated by Colony is nonetheless another demonstration of our motivation to add worth to our clients’ experiences and to look for collaborative small business companions that we think can assist us produce what our purchasers be expecting and should have.”
The start of Curated by Colony follows Glass Malek joining the The Colony Group in September 2019, increasing the firm’s business enterprise administration expert services and West Coastline footprint. Additionally, Harvest Funds Management joined with The Colony Team in August 2019, bolstering its providers and abilities for small business proprietor and family members business office clientele.
About The Colony Group, LLC
The Colony Team, LLC (“Colony”) is an independent, cost-only prosperity and business administration organization with locations in California, Colorado, Florida, Maryland, Massachusetts, New Hampshire, New York and Virginia. With origins relationship back to 1986, Colony provides people and people, executives, organization entrepreneurs, entrepreneurs, athletes and entertainers, establishments and non-gain companies with deep expertise that goes over and above expenditure administration and can encompass tax, estate, retirement and philanthropic scheduling, asset allocation and sustainable investing solutions, household business services, organization administration products and services, divorce and dispute resolution solutions, and everyday living-enrichment expert services by means of Curated by Colony.
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