Colony Family Offices is composed of exceptional investment, tax planning and fiduciary professionals.   We are passionate about solving complex problems and helping clients determine the impact they want their wealth to have on their lifestyle, family and community.  Colony offers clients integrated and comprehensive solutions across three primary disciplines.

Wealth Planning

Applying our knowledge and experience to this valuable insight.

Investment Management

We build custom, goals-based portfolios with a diverse mix of assets and strategies, spanning the risk and liquidity spectrum.

Fiduciary Services

Unlike large, institutional banks and trust companies, we remain flexible, nimble and adaptable in our fiduciary role.

Case Studies

Colony’s approach to integrated wealth planning, investment management and fiduciary services is made possible by the genuine client connections developed.