Colony Family Offices is a family office - multi based in Charlotte, United States, founded in 2013. Verified contact details, AUM data, and investment preferences on FindLPs.
Colony Family Offices is a multi-family office based in Charlotte, North Carolina. Established in 2013, the firm is an independent, multi-family office providing fully integrated wealth planning, investment management, and fiduciary services to individuals and families of wealth. The assets are managed by its executive team. The firm is a Registered Investment Adviser (RIA).
Investment types: Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General
Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Investment Management, Fund of Funds, Capital Markets, Charitable Investments Finance, Financial Services, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 6805 Morrison Boulevard\nSuite 310\nCharlotte\nNorth Carolina\n28211\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.