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Colony Family Offices

Also known as Colony

Multi Family Office (MFO)Charlotte, United StatesFounded 2013
$2.0B
Assets Under Management
Charlotte
Headquarters
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About Colony Family Offices

Colony Family Offices is a multi-family office based in Charlotte, North Carolina. Established in 2013, the firm is an independent, multi-family office providing fully integrated wealth planning, investment management, and fiduciary services to individuals and families of wealth. The assets are managed by its executive team. The firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - General

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningMulti-Asset InvestingInvestment ManagementFund of FundsCapital MarketsCharitable Investments FinanceFinancial ServicesTraditional Investments (Liquid Assets)High-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Colony Family Offices?

Colony Family Offices is a multi family office (mfo) based in Charlotte, United States, managing approximately $2.0B in assets.

Where is Colony Family Offices headquartered?

Colony Family Offices is headquartered in Charlotte, United States.

How much does Colony Family Offices manage?

Colony Family Offices manages approximately $2.0B in assets under management.

When was Colony Family Offices founded?

Colony Family Offices was founded in 2013.

What does Colony Family Offices invest in?

Colony Family Offices focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Wealth & Estate Planning, Trust Management.

How can I contact Colony Family Offices?

Verified contact details, key decision-makers, and investment preferences for Colony Family Offices are available on LPbacked. Create a free account to access them.