Colony Family Offices, LLC

Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high‑net‑worth families, their trusts, estates, retirement accounts, and related entities, managing roughly $3.32 billion in discretionary assets as of December 31, 2025 and serving over 600 client relationships. Its services include coordinated investment advisory, financial planning, tax and philanthropic planning, and estate/operations support delivered on both discretionary and non‑discretionary bases.

The firm uses a priorities‑based, customized planning process and often documents client objectives in an Investment Policy Statement; portfolios typically combine passive and active strategies, may include tactical allocations, and can hold equities, fixed income, mutual funds, ETFs and private funds. Colony engages third‑party managers for implementation and outsources research and manager due diligence to an independent adviser on a quarterly retainer, evaluating managers on philosophy, risk controls, experience, ownership and fee arrangements.

Noteworthy distinctions include an affiliated corporate trust company that Colony may recommend for corporate trustee and estate administration services, a relationship that is disclosed and subject to separate client engagement and expense‑sharing arrangements. The firm generally focuses on family‑level relationships with a typical collective minimum of $10 million, does not target non‑high‑net‑worth individual clients, and may limit consolidated reporting for smaller accounts.