Kathryn R. Habluetzel

Kathy is a Wealth Advisor for Colony Family Offices serving multi-generational families. She oversees trust operations, fiduciary administration, and internal audit for Colony Trust Company. She has worked with affluent families for over 25 years providing income, estate, gift and trust planning. Kathy spends her time assisting clients with their fiduciary responsibilities as trustees and helping clients achieve their wealth, estate and business succession goals in a tax efficient manner.

Kathy spent more than 21 years as a CPA with Arthur Andersen, LLP and then as the Tax Partner in charge of the Carolinas Private Wealth Services practice at Grant Thornton, LLP. Prior to joining Colony, she spent 3 years as an investment advisor and comes to Colony after 4 years as the family office director for a multi- generational single-family office.

Kathy earned her Bachelor of Science Degree in Accounting at Louisiana State University and her Master of Science in Accounting from the University of Illinois at Urbana-Champaign, graduating magna cum laude. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). She is an active member of the Charlotte Estate Planning Council and past president of the board. Kathy is a former member of the Foundation For The Carolinas Professional Cabinet of Advisors and the Queens University Planned Giving Council. She has also served as a board member and past president of Communities In Schools Charlotte-Mecklenburg and Make-A-Wish Central & Western North Carolina. In 2008, she was honored with the Charlotte Business Journal’s Top 25 Women In Business Award.