What departments does Colony Family Offices have?

Colony Family Offices has employees across 2 departments including Legal, Customer Success.

What is the largest department at Colony Family Offices?

The largest department at Colony Family Offices is Legal with 1 employees.

Where are Colony Family Offices employees located globally?

Colony Family Offices has employees across 1 continents and 1 countries including United States Of America.

How has Colony Family Offices's team size changed over time?

Colony Family Offices's team has remained stable from approximately 17 to 17 employees based on available data.

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Colony Family Offices Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Colony Family Offices is an independent multi-family office based in Charlotte, North Carolina, offering a coordinated suite of wealth planning, investment management, and fiduciary services. The firm serves individuals and families of wealth, providing integrated guidance across their financial affairs. As a smaller, independently run practice, it operates within the investment management industry to support a niche client base.

In January 2023, Colony Family Offices formed a partnership with Fidelity Investments to offer a Cyber Training Webinar. The collaboration illustrates an emphasis on client education and cybersecurity within its advisory services.

Colony Family Offices Global Highlights

North America
22

United States Of America
22

Colony Family Offices's Leadership

M. B.
Chief Compliance Officer
Mobile Phone
Email
C. C.
Client Services
Mobile Phone
Email
A. S.
Client Services Team
Mobile Phone
Email
S. B.
Mobile Phone
Email

Colony Family Offices Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Colony Family Offices

Name

Title

Contact Info

Location

Last Update

M. B.
Chief Compliance Officer
Mobile Phone
Email
Oct 23, 2024
C. C.
Client Services
Mobile Phone
Email
Apr 17, 2026
A. S.
Client Services Team
Mobile Phone
Email
Oct 22, 2024
S. B.
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Colony Family Offices known for?

Colony Family Offices was founded in 2013 operates in the Investment Management industry. Explore Colony Family Offices's company overview page for more information.

What is Colony Family Offices's most common email format?

Colony Family Offices employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Colony Family Offices email formats with LeadIQ.

How many employees does Colony Family Offices have currently?

Colony Family Offices has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Colony Family Offices's key employees and leadership?

As of July 2026, Colony Family Offices's key employees include:

Chief Compliance Officer: M. B.
Client Services: C. C.
Client Services Team: A. S.
: S. B.

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Colony Family Offices Employee Directory

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