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Colony Family Offices Overview
Type
Multi Family Office
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.
Contact Information
Website:
https://colonyfamilyoffices.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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