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Colony Family Offices, LLC Overview
Type
Multi Family Office
Year Founded
2013
General Information
Colony Family Offices, LLC is a multi-family office headquartered in Charlotte. The firm provides investment management, wealth planning, and advisory services to ultra-affluent families, drawing on a team with experience across accounting, tax, legal, and investments. Colony designs custom portfolios tailored to client objectives and offers fiduciary guidance—supports families with comprehensive financial oversight and strategic planning.
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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