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Colony Family Offices®

Multifamily office listing in Charlotte, North Carolina, United States.

  • SEC-registered
  • Founded 2013
Regulatory AUM
$3.4 billion
Employees
16
Clients
More than 500
Founded
2013

Colony Family Offices is an independent multi-family office serving individuals and families with significant wealth through integrated wealth planning, investment management, and fiduciary services.1

Overview

Colony Family Offices reports serving more than 35 multigenerational families across the United States. The firm states that it is independently owned and operated, acts as a fiduciary, and provides client families with financial peace of mind. Its February 25, 2026 Form CRS states that Colony is an SEC-registered investment adviser offering financial planning, investment advisory, tax planning, education, philanthropic, operations, and risk management services. The SEC’s Investment Adviser Public Disclosure record identifies Colony Family Offices, LLC as CRD 167017 and SEC file number 801-77764.23910

History

The firm was initially established in 2013 to serve its founding family.2

Timeline

  1. 2013The firm was initially established in 2013 to serve its founding family.
  2. 2026Its February 25, 2026 Form CRS states that Colony is an SEC-registered investment adviser offering financial planning, investment advisory, tax planning, education, philanthropic, operations, and risk management services.

Leadership

The senior team includes Eric D. Ridenour, Wealth Advisor; W. Thomas Byrd, Investment Advisor; C. Shannon Elliotte, Wealth Advisor; Kathryn R. Habluetzel, Wealth Advisor; Peter L. Jespersen, Investment Advisor; Clare M. Lawrence, Wealth Advisor; Kristin N. Lewis, Wealth Advisor; David A. Worley, Investment Advisor; and Edward B. Davis, Director of Operations.4

Services

### Wealth Planning

Colony coordinates financial planning, income tax planning, estate planning, risk management, and philanthropic planning. Its planning process includes discovery and analysis, research and design, advice and implementation, monitoring and adjustment, reporting and education, and ongoing support.5

### Investment Management

The firm builds custom, goals-based portfolios using public and private equities, bonds, exchange-traded funds, mutual funds, hedge funds, private equity, and other alternative strategies. Colony describes its investment process as disciplined and long term, incorporating portfolio modeling, stress testing, regular rebalancing, tax-aware implementation, and a mix of passive and active strategies.6

### Fiduciary Services

Colony Trust Company provides trustee and estate administration services. Its roles include sole, co, directed, and successor trustee, along with executor, co-executor, agent, and trust protector services.7

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Administration and bill pay
  • Risk and insurance
  • Private and alternative investments

Client Focus

Colony serves individuals and families with significant wealth, including multigenerational families across the United States. The firm generally requires family relationships to have a minimum collective investment account of $10,000,000, while retaining discretion to accept smaller relationships.28

Approach

Colony’s stated mission is to provide client families with financial peace of mind. Its services bring wealth planning, investment management, and fiduciary services together for client families.13

Assets and Minimums

Colony reports more than $3 billion in assets under management, calculated as of December 31, 2024. Its Form CRS generally identifies a $10,000,000 minimum collective investment account for family relationships, subject to the firm’s discretion.28

By the numbers

Regulatory AUM by year$0K$925M$1.8B$2.8B$3.7B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 167017. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$1.1 billion$1.1 billion$30 million
2017$1.3 billion$1.2 billion$33 million
2018$1.4 billion$1.4 billion$31 million
2019$1.6 billion$1.6 billion$47 million
2020$1.8 billion$1.7 billion$31 million
2021$2.0 billion$1.9 billion$42 million
2022$2.4 billion$2.3 billion$39 million
2023$2.2 billion$2.2 billion$32 million
2025$3.0 billion$2.9 billion$59 million
2026$3.4 billion$3.3 billion$46 million
Average AUM per client by year$0K$3M$6M$9M$12M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 167017. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$4 million
2019$5 million
2020$6 million
2021$10 million
2022$11 million
2023$5 million
2025$5 million
2026$5 million
Clients by type (2026)High net worth individuals631Charities25
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 167017. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals631
Charities25
Employees by year04913182016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 167017. As of .
Employees reported on Form ADV
YearEmployees
20169
201711
201813
201912
202012
202112
202212
202313
202515
202616

Ranks #3 of 9 SEC-registered firms in NC on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 167017. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Colony Family Offices?

Colony Family Offices is an independent multi-family office that combines wealth planning, investment management, and fiduciary services for individuals and families with significant wealth.1

What investment strategies does Colony use?

Its custom portfolios may include public and private equities, bonds, exchange-traded funds, mutual funds, hedge funds, private equity, and other alternative strategies. The firm also describes using passive and active strategies with tax-aware implementation and regular rebalancing.6

Does Colony provide trust and estate administration?

Yes. Colony Trust Company provides trustee and estate administration services, including sole, co, directed, and successor trustee roles, as well as executor, co-executor, agent, and trust protector services.7

  • LocationMultifamily offices in Charlotte

    This Charlotte directory helps a family or business owner compare nearby multi-family office options and identify firms serving substantial wealth. It offers regional context for assessing how services such as investment management, financial planning, tax work, fiduciary support, and administration may fit a family's needs.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides plain-language guides on wills, trusts, and related planning decisions. A reader considering Colony Family Offices can use these materials to prepare questions about estate structures, fiduciary responsibilities, tax planning, philanthropy, and how family wealth may be transferred across generations.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community focused on single-family offices and wealthy families. Its discussions can help an owner understand how a multi-family office compares with other arrangements, including investment oversight, private investments, bill pay, risk management, and coordination among family advisers.

  • GuideMFO fee models compared

    This fee-model comparison explains common ways multi-family offices charge for planning, investment management, fiduciary work, and administrative services. Reviewing the models helps a prospective client estimate which costs to ask about when discussing a broad service mix and the needs of a wealthy family or business owner.

  • Similar firmsEton Advisors
    Epic Capital Wealth Management [A]
    Franklin Street Partners

    Profiles of Eton Advisors, Epic Capital Wealth Management, and Franklin Street Partners give readers additional firms to review on this site. Comparing their stated services, client focus, and locations with Colony Family Offices can help a family or business owner organize questions about investments, planning, trusts, philanthropy, and administration.

Sources

  1. https://colonyfamilyoffices.com/
  2. https://colonyfamilyoffices.com/about-colony-family-offices/
  3. https://reports.adviserinfo.sec.gov/reports/ADV/167017/PDF/167017.pdf
  4. https://colonyfamilyoffices.com/our-team/
  5. https://colonyfamilyoffices.com/services/wealth-planning/
  6. https://colonyfamilyoffices.com/services/investment-management/
  7. https://colonyfamilyoffices.com/services/fiduciary-services/
  8. https://adviserinfo.sec.gov/firm/summary/167017

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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