Colony Family Offices provides comprehensive wealth management and financial planning services tailored for ultra-high-net-worth families. The firm offers both discretionary and non-discretionary investment management, building customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and private investment funds. Colony coordinates overall wealth strategies, including estate and trust planning, tax planning, insurance reviews, debt analysis, education funding, and philanthropic strategies. The firm collaborates with external research providers and third-party investment managers to oversee client assets. Advisory services are designed to address the entirety of a family's financial enterprise, using a priorities-based approach to help clients make informed decisions toward their long-term goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Clients may also be subject to an additional reporting fee on certain reported assets.