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.
Our Mission
Our mission is to provide our client families with financial peace of mind.
Our Values
Our core values guide our actions and define our culture.
Why Colony?
At our core, we are passionate about solving complex problems and helping clients determine the impact they want their wealth to have on their family and community.
We meet you where you are
We recognize that every family is unique, so we meet you where you are. We listen intently to your needs and aspirations so that we can customize our services and advice to your specific situation. Together, we create a practical and sustainable plan that provides continuity over multiple generations.
We believe that managing wealth is an ongoing process that evolves with your life. Change is an inevitable part of life and it is happening around us all the time. Family, relationships, health, dreams, and many other factors change and have an impact on your wealth. Colony is here to change and grow with your needs.
*Assets under management as defined by the Securities & Exchange Commission, calculated as of December 31, 2023.