Profile Preview — Altss
Colony Family Offices, LLC Background & Overview Overview
Type
Multi-Family Office
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:
Year Founded:
Colony Family Offices, LLC Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Colony Family Offices, LLC Leadership & Principals
Title:
Email:
Corporate Office:
Charlotte, United States
Colony Family Offices, LLC Portfolio & Notable Allocations
Altss Insights on Colony Family Offices, LLC
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