Charlotte, Chapel Hill and Nashville
Your family works with the same people wherever you are. Colony keeps three offices across the Carolinas and Tennessee so the team that knows your family is within reach, and so Colony Trust Company can serve as fiduciary in both states.
Our offices
Wherever your family is, you work with the same advisors. Each office is staffed by the team serving families in that region, and all three draw on the same planning, investment and fiduciary resources.
Head office.
Colony was founded in Charlotte in 2013 and still keeps its head office there, at 4250 Congress Street. The Chapel Hill office serves families across the Triangle, and the Nashville office serves families throughout Tennessee.
The offices matter less than what sits behind them. Your family works with a dedicated Wealth Advisor, Investment Advisor and Client Service Associate, and the same planning, investment management and fiduciary resources are available from all three. Colony Trust Company holds a Tennessee branch, so fiduciary work is handled in house in both states rather than passed to a third party.
If your family is outside these regions, that is usually workable. The first conversation is the place to find out.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.