Profile Preview — Altss
Colony Family Office Overview
Type
Family Office - Multi
Year Founded
2013
General Information
Colony Family Office is a multi-family office headquartered in Charlotte. Founded in 2013 to manage the wealth of its founding family, the firm now advises more than thirty multigenerational U.S. families, providing integrated wealth planning, investment management and fiduciary services through Colony Trust Company. Its leadership, drawn from tax, estate and investment backgrounds, oversees approximately $3 billion in assets under management and offers tailored solutions for complex family needs.
Contact Information
Website:
Website:
https://colonyfamilyoffices.com
Year Founded:
2013
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters