Colony Family Offices, LLC

Colony Family Offices, LLC is a registered investment adviser founded in May 2013 and based in Charlotte, North Carolina. The firm specializes in providing comprehensive wealth management services to ultra-high net worth families, focusing on financial planning, investment advisory, tax planning, education, philanthropy, operations, and risk management. Colony offers wealth management services on a discretionary and non-discretionary basis, tailoring its service offerings to meet the unique needs of each family. As of December 31, 2024, Colony managed $2.94 billion in assets on a discretionary basis and $63.51 million on a non-discretionary basis. The firm charges fees based on assets under management, with a tiered fee schedule ranging from 0.50% to 1.00% annually. Clients may also be charged a reporting fee on reported assets. Colony does not charge performance-based fees. The firm primarily serves high-net-worth individuals, families, trusts, estates, retirement accounts, corporations, business entities, and family foundations. Colony engages in thorough research, manager due diligence, and asset allocation research through Greycourt & Co., Inc. Investment strategies include long-term purchases, short-term purchases, margin transactions, and option writing. Colony has not been subject to any legal or disciplinary events. The firm receives economic benefits from custodians and may receive compensation from promoters for client referrals. Clients are encouraged to review statements from both Colony and custodians to ensure accuracy. Colony offers discretionary voting of client securities and has policies in place for proxy voting. The firm has no financial commitments impairing its ability to meet client commitments.