(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.