We forge strong and lasting relationships with our client families. Our relationship is one of collaboration built on trust, integrity and results. Let us help you understand how we’re different and how partnering with Colony Family Offices may be right for you.
Family wealth is our specialty
We work exclusively with families to develop a deep and thorough understanding of each family’s situation before applying our knowledge and experience to design a customized solution.
Alignment of interests
We serve as a fiduciary to our clients and avoid the conflicts of interest that often affect other investment and wealth management firms. The only compensation we receive is the fee charged to the families we serve. We are not compensated to recommend specific investments or products.
Private ownership and independence
We are not beholden to external owners nor to the whims of a large parent company’s management. Our employees have a significant stake in the firm so we will be with you and your family for a long time.
Invest alongside families
Key principals of Colony have invested side-by-side with our families, signifying a high level of shared conviction in the investment strategy and a clear alignment of interests with our clients.
We integrate all aspects of a client’s financial life.