Colony Family Offices

EST. AUM
$3,362,394,020

CONTACTS
10

CLIENT ACCOUNTS
1,048

Firm Details

Metro area Charlotte
CRD Number 167017
Website colonyfamilyoffices.com
Client types

Overview

Colony is a multi-family office providing fully integrated wealth planning, investment management and fiduciary services to families with significant wealth. Initially established in 2013 to serve its founding family, Colony now represents over 30 multi-generational families across the U.S. with over $2.6 billion* in assets under management. They primarily outsource their manager research effort to Greycourt & Co. Inc.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Colony Family Offices

Platform Details

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Address

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