The Colony Group

Michael Nathanson serves as Chairman and CEO, overseeing the firm's strategic direction. Investment policy is executed through a centralized investment committee, with portfolio construction delegated to individual advisor teams who tailor allocations to each client's tax and estate circumstances. Specific members of the investment committee are not publicly prominent in the firm's external communications.

It operates as a multi-family office and wealth management firm serving numerous high-net-worth families, not a single-family office tied to one source of wealth. The firm's growth has been fueled by acquiring independent advisory practices and integrating them into a unified platform under the Focus Financial Partners umbrella.

Focus Financial Partners, a publicly traded partnership of wealth management firms, acquired a majority equity stake in The Colony Group. This structure provides the firm with permanent capital for acquisitions and continuity planning while allowing The Colony Group to maintain its brand, leadership, and operational independence—a model Focus replicates across its network of partner firms.

The Colony Group constructs portfolios across public equities, fixed income, hedge funds, private equity, and venture capital, typically through third-party fund managers rather than direct company investments. The firm emphasizes after-tax returns and integrates investment management with estate and tax planning, making it a holistic allocator rather than a stage-specific venture investor.

The firm primarily accesses private markets through fund commitments to external managers rather than direct company investments. Its multi-family office model aggregates client capital to access institutional-quality private equity and venture capital funds, though specific fund relationships are not publicly disclosed.