Colony Family Offices Welcomes Kristin Lewis

February 21, 2020

(Charlotte, NC) Colony Family Offices® is pleased to announce Kristin Lewis as the newest member of our team.

Kristin brings valuable experience to Colony, having served affluent families across the Southeast.  Kristin brings a comprehensive understanding of the specific needs of multi-generational families.

Kristin has over 18 years of experience providing specialized counseling to affluent clients in a variety of financial planning areas, including cash flow / retirement planning, stock options and employee benefits, insurance, investments, income taxation and transfer taxation. After beginning her career as a Tax Consultant at Deloitte, she was a Vice President and Senior Financial Planner with Wachovia Wealth Management.  For over 5 years, Kristin also coordinated and taught the Estate Planning module of the CFP® Financial Planning Education Program for Queens University of Charlotte.  Prior to joining Colony, she spent 10 years as a Partner and Director of Financial Planning at Queens Oak Advisors.

Kristin’s unique skill set will enhance firm initiatives and the services we make available to our clients, including:

  • Coordinating and promoting business development efforts with outside centers of influence such as attorneys, accountants, insurance professionals and other trusted advisers,
  • Assisting families through major life transitions (i.e., the sale of a business, business succession for the family-owned enterprise, the death of matriarch/patriarch, and financial education of younger family members),
  • Design and implementation of appropriate investment allocation strategies consistent with the client’s overall tax, estate and financial planning goals and objectives, and
  • Enhanced recordkeeping that includes tax and “accountant ready” reports for families with complex family holding structures such as LLCs, corporations and trusts.