Our Services
Your family’s steady center.
Four practice areas, one coordinated team. Planning, investments, fiduciary oversight, and family office support that work together rather than in parallel.
Four Practice Areas
How we support your family.
Your family will rarely need just one of these. They work as one engagement, held by one team.
Family Offices
How we stand apart.
Partner Options | Colony Family Office (CFO) | Registered Investment Advisor | Wealth Management Team At Bank | Broker Dealer |
|---|---|---|---|---|
| Firm | ||||
Held to a Fiduciary Standard | ||||
Not compensated via commissions | ||||
| Investment Management | ||||
Independent, open-architecture investment platform | ||||
Direct LP access and negotiated minimums | ||||
| Corporate Trustee Services | ||||
Serve as corporate trustee | ||||
Estate administration | ||||
| Family Office Services | ||||
Family governance and support | ||||
Financial education offerings | ||||
| Estate and Tax Planning | ||||
Estate balance sheets and asset flows | ||||
Tax coordination for complex holdings and structures | ||||
Questions your family may have.
What your family may want to understand before a first conversation.
No. Most families do not start with all four.Families typically come to us for the thing that is most pressing: a trustee arrangement that has stopped working, a portfolio carrying more risk than it should, a business transition on the horizon. The rest follows if and when it is useful.That said, the practice areas are worth more together than separately, because most of the value sits in the connections between them. A fiduciary decision made without sight of the portfolio, or a portfolio decision made without sight of the estate plan, is the pattern Colony Family Offices exists to avoid.
They are held by one team rather than coordinated across several.A single event shows it best. When a business sells, tax decides which year the gain lands in and at what effective rate; estate decides whether the gift is made before or after the valuation; investments decide what the proceeds are for and over what horizon; and fiduciary decides which trust receives it and who administers it.Answered in four separate rooms, those four answers rarely agree. Answered together, they are one decision with one outcome, and that is the whole argument for the model.
The client list is deliberately short: more than 35 families today, and a team sized so each one is known rather than queued.The better question is usually complexity rather than size. The families we work with tend to have multiple entities, trusts spanning more than one generation, a concentrated position, a foundation, or several advisors who do not talk to each other.If your financial life fits comfortably with one advisor and one account, a multi-family office is an expensive answer to a question you do not have, and we would rather say so early than sell complexity that is not there.
By fee, as a fiduciary. We are not compensated through commissions, so there is no product whose sale improves our position.Two other structural facts are worth knowing. Colony is employee owned, and our principals invest alongside our client families, which shapes the time horizon of a relationship meant to outlast the people in it.Fiduciary work through Colony Trust Company is priced as part of the relationship rather than as a separate product, which follows from it sitting inside Colony Family Offices rather than at a third party.
Let’s talk.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.