# Colony Group

Colony Group is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1986
- **Assets under management:** $15B - $25B (Altss estimate)
- **Website:** thecolonygroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-colony-group/

## Regulatory record

- **Reports private funds:** No

## About

Colony Group is an integrated advertising agency based in Fortitude Valley, Queensland. The company provides creative development, brand strategy, media buying, digital activation, and production services. It serves clients across various sectors with comprehensive marketing solutions.

## Sectors

- Wealth Management
- Multi-Family Office
- RIA

## Offices

- New York, NY
- Boca Raton, FL
- Palm Beach, FL
- Atlanta, GA
- Richmond, VA
- Boulder, CO
- Los Angeles, CA
- San Francisco, CA

## People

- Michael Nathanson — Chairman & CEO

## Questions

### Who runs investment decisions at The Colony Group?

Michael Nathanson serves as Chairman and CEO, and the firm operates a centralized investment committee that oversees asset allocation, manager selection, and portfolio construction. The committee draws on in-house portfolio managers, CPAs, and attorneys to integrate tax strategy directly into investment decisions. Day-to-day portfolio management is executed by dedicated wealth advisors assigned to each client family.

### Does The Colony Group participate in fund commitments or only direct deals?

The firm uses both. Colony commits client capital to private equity, venture capital, and private credit funds managed by external general partners, and also participates in direct co-investments alongside those managers. Direct real estate holdings are additionally structured on a deal-by-deal basis for clients who prefer physical property exposure.

### What is The Colony Group's known posture on co-investments alongside external GPs?

Colony has increasingly emphasized direct co-investment opportunities as a way to reduce fee drag and enhance client alignment. The firm's size allows it to negotiate co-investment rights with fund managers that smaller RIAs cannot secure. Co-investments are offered on a non-discretionary basis, with each client opting into specific deals after individual review.

### How does The Colony Group integrate tax planning with investment management?

The firm was founded by Michael Nathanson, a CPA, and has purposefully maintained in-house tax and legal professionals alongside portfolio managers since inception. This structure enables real-time tax-loss harvesting, estate-planning coordination, and entity structuring without external counsel delays. It is a core differentiator from most large RIAs that outsource these functions to third-party accounting firms.

## Related profiles

- [Colonial Trust Advisors](https://altss.com/profile/colonial-trust-advisors)
- [Colorado Fire & Police Pension Association (FPPA)](https://altss.com/profile/colorado-fire-police-pension-association-fppa)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/colony-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology