Colony Family Offices

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Colony Family Offices — overview

About

Colony Family Offices is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include wealth management, financial planning, investment management, estate planning, tax planning and portfolio management services. The firm advises high-net-worth individuals and their families, trusts, estates and retirement accounts.

Colony Family Offices - known decision makers (14)

Position	Location	Asset Class
Advisor, Chief Investment Strategist	Charlotte, US	PEREHFNR
Investment Advisor	Charlotte, US	PEREHFNR
Investment Advisor	Charlotte, US	PEREHFNR
Senior Client Service Associate	Charlotte, US	PEREHFNR
Senior Client Service Associate	Charlotte, US	PEREHFNR

Showing 5 of 14 known decision makers Colony Family Offices

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