Colony Family Offices Relocates to Capitol Towers North in SouthPark Charlotte

Taylor Nunnally

Charlotte, North Carolina – April 8, 2019 – Colony Family Offices, a wealth planning, investment banking and fiduciary services firm, has officially relocated its Charlotte office to Capitol Towers North (4250 Congress Street, Suite 175) in the SouthPark, Charlotte submarket.

Trinity Partners’ Director of Office Tenant Representation, Ann-Fleming Powell, represented Colony Family Offices and Colony Trust Company in the deal.

“After identifying Colony’s needs as a firm and performing a thorough search throughout Charlotte submarkets, it was clear that Capitol Towers would provide the ideal location for Colony to expand its footprint and best serve its growing portfolio of clients,” Powell said.

Since Colony was founded in 2013, the firm has expanded from a team of five to 13 industry professionals, causing the company to outgrow its previous office space.

“As we consider the future, we believe that affluent families are increasingly interested in partnering with an independent firm whose interests align with that of its clients and who invest side-by-side with them,” David Parker, CFA of Colony Family Offices said. “We hope to continue expanding our client base by delivering truly custom financial solutions in an unrivaled manner to our families. Moving to Capitol Towers positions us to accommodate our current team of professionals and provide for future growth.”

Capitol Towers is a premier, Class-A office development in Charlotte’s prestigious SouthPark community, featuring nearly 500,000 SF of commercial and retail space. The property also offers easy access to Downtown Charlotte, Interstates 77, 85 and 485, and Charlotte-Douglas International Airport, and access to various upscale shopping and dining options in less than a one-mile radius.

About Colony Family Offices
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.  Colony is privileged to serve 25 client families with $1.4 billion in assets under management across 12 states in the U.S.

About Trinity Partners
Trinity Partners is a full service commercial real estate firm serving corporate users and institutional owners throughout the United States, with nine service lines ranging from landlord and tenant representation to property management and investment sales. Trinity currently leases and/or manages over 16 million square feet of space across the region through our four offices in Charlotte and Raleigh, North Carolina, and Greenville and Columbia, South Carolina.