Colony Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,223,414,010
Clients
631
Advisors
7
of 16 employees
About
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.
Client services
Expertise
Fee options
$0 - $30,000,000: 1.00% annually $30,000,001 - $50,000,000: 0.75% annually $50,000,001+: 0.50% annually
Account minimum: $10,000,000 Minimum fee: May be subject to a minimum annual fee (specific amount not stated) Fee-only: Fee-only advisory services based upon assets under management
Main office
4250 Congress Street, Suite 175
Charlotte NC 28209
Advisors at this office
7
Most active in
Alabama · California · Florida · Georgia · Maryland · Massachusetts · New York · North Carolina · Rhode Island · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wyman B
Series 65
Charlotte, NC
Colony Family Offices, LLC
Wyman Byrd is a financial advisor at Colony Family Offices, LLC with 14 years of industry experience and holds a Series 65 designation. He has been with Colony Family Offices since 2013. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, their trusts, estates, retirement accounts, and related entities. The firm manages approximately $3.32 billion in discretionary assets and employs a priorities-based, customized planning process integrating both passive and active investment strategies.
Peter J
CFA®, Series 63, Series 65
Charlotte, NC
Colony Family Offices, LLC
Peter Jespersen is a CFA® with 12 years of industry experience, currently serving at Colony Family Offices, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, trusts, estates, and related entities, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies, often using third-party managers and independent research.
Eric R
CFP®, PFS™, Series 63, Series 65
Charlotte, NC
Colony Family Offices, LLC
Eric Ridenour is a Certified Financial Planner® (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He has been with Colony Family Offices, LLC since 2013. Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets across more than 600 client relationships. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies supported by third-party managers and independent research.
Christopher E
Series 65
Charlotte, NC
Colony Family Offices, LLC
Christopher Elliotte is a Series 65 credentialed advisor with 16 years of industry experience, currently with Colony Family Offices, LLC since 2014. He is based in Charlotte, NC and is part of a team of six advisors at the firm. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning approach combining passive and active investment strategies, and utilizes third-party managers alongside independent research to support client portfolios.
Clare L
Series 65
Charlotte, NC
Colony Family Offices, LLC
Clare Lawrence is a financial advisor at Colony Family Offices, LLC with a Series 65 designation and over 15 years of prior experience at KPMG LLP. Based in Charlotte, NC, Lawrence has been with Colony Family Offices since 2025. Colony Family Offices, LLC provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, their trusts, estates, and related entities. The firm employs a priorities-based, customized planning process with portfolios that combine passive and active strategies and utilizes third-party managers and independent research for implementation and due diligence.
Kristin L
CFP®
Charlotte, NC
Colony Family Offices, LLC
Kristin Lewis is a CFP® professional with 14 years of industry experience. She has been with Colony Family Offices, LLC since 2020 and previously worked at Queens Oak Advisors from 2011 to 2020. Colony Family Offices provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, managing over $3 billion in discretionary assets and offering customized investment solutions that combine passive and active strategies.
David W
Series 65
Charlotte, NC
Colony Family Offices, LLC
David Worley is a financial advisor at Colony Family Offices, LLC with a Series 65 credential and four years of industry experience. He has been with Colony Family Offices since 2016, working continuously through its multi-team structure. Colony Family Offices provides wealth management and financial planning services primarily to ultra-high-net-worth families and their related entities. The firm employs a priorities-based, customized planning process and integrates both passive and active investment strategies, managing over $3 billion in discretionary assets.
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