(Charlotte, NC) Colony Family Offices® is pleased to announce Kristin Lewis as the newest member of our team.
Kristin brings valuable experience to Colony, having served affluent families across the Southeast. Kristin brings a comprehensive understanding of the specific needs of multi-generational families.
Kristin has over 18 years of experience providing specialized counseling to affluent clients in a variety of financial planning areas, including cash flow / retirement planning, stock options and employee benefits, insurance, investments, income taxation and transfer taxation. After beginning her career as a Tax Consultant at Deloitte, she was a Vice President and Senior Financial Planner with Wachovia Wealth Management. For over 5 years, Kristin also coordinated and taught the Estate Planning module of the CFP® Financial Planning Education Program for Queens University of Charlotte. Prior to joining Colony, she spent 10 years as a Partner and Director of Financial Planning at Queens Oak Advisors.
Kristin’s unique skill set will enhance firm initiatives and the services we make available to our clients, including:
Coordinating and promoting business development efforts with outside centers of influence such as attorneys, accountants, insurance professionals and other trusted advisers,
Assisting families through major life transitions (i.e., the sale of a business, business succession for the family-owned enterprise, the death of matriarch/patriarch, and financial education of younger family members),
Design and implementation of appropriate investment allocation strategies consistent with the client’s overall tax, estate and financial planning goals and objectives, and
Enhanced recordkeeping that includes tax and “accountant ready” reports for families with complex family holding structures such as LLCs, corporations and trusts.