CFO IP

Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth... As a privately held independent firm, we are focused solely on serving our client families. We sit on the same side of the table as our clients and ensure their interests are being served. We deliver an unrivaled client experience in an era of constant change... Colony is a multi-family office providing fully integrated wealth planning, investment management and fiduciary services to families with significant wealth. Initially established in 2013 to serve its founding family, Colony now represents over 30 multi-generational families across the U.S. with over $2.6 billion* in assets under management.

Also known as: CFO IP, LLC, Colony Family Offices, Colony Trust Company

Primary location: Charlotte United States