Colony Family Offices Background & Overview Overview

General Information

Colony Family Offices is a multi-family office headquartered in Charlotte. The firm provides integrated wealth planning, investment management, and fiduciary services to affluent families. With a focus on simplifying the complexities of family wealth, Colony Family Offices addresses risk management, portfolio implementation, and fee efficiency. The team leverages broad experience to develop tailored solutions—supports clients in preserving and growing multi-generational wealth through disciplined, client-centric strategies.