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Michael Nathanson, who leads an advisory firm with $19 billion in AUM, discusses why and how the firm created Curated by Colony, a platform with a growing suite of life-enrichment solutions delivered by third-party experts.
AUM is Just a Number: Adding Concierge Client Services
Michael Nathanson, chairman and CEO of The Colony Group, an advisory firm with $19 billion in AUM, believes clients need and deserve far more than asset management. Nathanson identifies key needs that Colony found its clients — mainly executives and entrepreneurs — have at different stages of life. He also will discuss why and how the firm created Curated by Colony, a platform with a growing suite of life-enrichment solutions delivered by third-party experts in areas such as concierge medicine, acute and memory care, psychological counseling, physical and emotional wellness, travel and life experiences, educational and second-career consulting, and even cybersecurity.

Apr 13, 2022 03:00 PM in Eastern Time (US and Canada)

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