• Colony Family Offices® is a multi-family office that was formed to streamline the complexities of family wealth.

Who We Are

Colony Family Offices® is a registered investment advisor and multi-family office based in Charlotte, NC, serving ultra-high net-worth families across the Southeast. We also provide professional fiduciary and trustee services to our families through Colony Trust Company, an affiliate of Colony Family Offices. We are a privately owned firm that avoids conflicts of interest while providing thoughtful advice. With our objectivity, extensive expertise, and close attention to detail, our team of dedicated professionals is committed to helping each family achieve their specific goals.

As a multi-family office, we deliver customized service to each family, but also benefit from the experience and scale of working with multiple families:

  • Cross-fertilization of ideas resulting from solving issues for multiple families
  • Customized advice from a professional team with diverse and pertinent backgrounds
  • Proactive guidance, a function of low client-to-employee ratio and frequency of meetings
  • Ability to attract and retain talented advisors
  • Negotiated cost savings with other financial providers (e.g., investment management, custody, trading)