Independent. Employee-Owned.
We are Colony.
Your steady center for family wealth. Colony serves a focused group of multigenerational families whose lives require coordination across trusts, investments, governance, and reporting.
Why families choose Colony.
Clarity, continuity, and trust to help protect family wealth at every stage, for every generation.
Clarity
See the full picture clearly, so decisions feel grounded instead of fragmented. One comprehensive view of trusts, investments, and planning means fewer blind spots across your family’s financial life.
Continuity
Keep history, context, and priorities connected as your family and circumstances evolve. Knowledge is centralized within Colony Family Offices, not with one advisor, so support carries forward across generations and transitions.
Trust
Work with a team that is independent, intentional, and built to put your family first, with in-house fiduciary support through Colony Trust Company and employee-owned alignment behind it.
What we value.
Colony is built to be the steady center your family can rely on across change, complexity, and generations.
Integrity
We are fiduciaries. The recommendation is the one that serves your family, and we are compensated only by you.
Humility
We serve your family, not the other way around. Understanding comes before advising.
Excellence
Institutional resources at a boutique scale, applied to work that has to hold up over decades.
Teamwork
A dedicated advisor team that moves together, so nothing depends on one person being available.
Accountability
Our principals invest alongside our client families, and our employees own Colony Family Offices.
2013
Founded: independent and employee-owned
$3.3B
Assets under management, as of December 2025
35+
Ultra high net worth families across the US
2018
In-house fiduciary through Colony Trust Company
Family Outcomes
More Case Studies.
How we support your family.
Let’s talk.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.