The Colony Group

The Colony Group is a wealth advisory and management firm headquartered in Boston, founded in 1986. It operates as a family office, offering a range of services including investment advisory, wealth management, tax planning, family and legacy planning, business succession, and institutional management. The firm serves corporate clients, high net worth individuals, charitable organizations, and various institutions. By providing tailored expertise, The Colony Group aims to empower its clients to navigate the complexities of modern financial landscapes while ensuring their peace of mind and supporting their future aspirations.

Ron Rubin

President, Vice Chairman, Chief Culture Officer, Member of the Executive Committee and Principal

1 past transactions

Legacy Wealth Partners

Acquisition in 2021
Legacy Wealth Partners has served as advocates for people looking to connect their wealth with their vision for the future.
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