Family Office Services

Colonial Trust Company provides family office services to ultra high-net worth families. Our team provides an extensive range of services as either corporate trustee for some or all of the family’s assets or as an agent.

Each engagement is customized for the needs and complexity of the family. Colonial Trust provides oversight and coordination of the family’s financial affairs and establishes a close working relationship with the family’s advisors in areas of tax, legal, operating companies, and others.

Colonial Trust Company acts as a single point of contact for families for financial matters. In addition, our team provides objectivity and transparency for family relationships.

Consolidated Asset Reporting
Cash Flow Reconciliation
Bill Payment
Money Movement
Investment Management
Charitable Giving Advice
Tax Strategy
Estate Planning Strategy
Concierge Services
And More