• Colony Family Offices works as your family's Comprehensive Family Office and performs duties much like a Chief Financial Officer.

Our Approach

Colony Family Offices® seeks to understand each family and their unique circumstances (goals, constraints, definition of risk), and help cut through the complexities of managing their wealth and existing financial structures. As a Comprehensive Family Office, we surround each family with experienced, caring team members to assist in finding, and implementing, the right solutions - ones that we believe are both practical and durable. Much like the duties of a corporate Chief Financial Officer, we provide a single point of contact for wealth management advice that is supported by thoroughly vetted, specialized industry resources. We also understand the importance of working carefully with your family's existing accountants and attorneys in order to develop comprehensive wealth management strategies that consider all relevant and related interests.

Our collaborative and transparent approach provides high-touch, personalized service and access to highly customized wealth advisory solutions. To efficiently deliver this full range of services to your family, we utilize high quality, specialized resources. We believe this approach enhances flexibility and reduces potential conflicts of interest. Our current resources include the following (and much more):

  • Investment Research: Greycourt & Co
  • Custody and Banking: Fidelity Family Offices Services and Charles Schwab
  • Portfolio Accounting and Performance Reporting: Archway Technology Partners
  • Compliance and Regulatory Guidance: Fairview Investment Services