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 25 multi-generational families across the U.S. with over $1.4 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.