Colony Family Offices Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Colony Family Offices, LLC regarding its recent data breach. The Colony Family Offices data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Colony Family Offices is an investment management firm offering wealth planning, fiduciary services, and investment management services. As a family wealth management business, Colony Family Offices provides a range of services to assist with managing family assets, including asset analysis, investment plan design and implementation, monitoring of assets, and tax and estate planning. Founded in 2013, Colony Family Offices began by serving a single family. Today, Colony Family Offices works with over 30 families across the United States. Headquartered in Charlotte, North Carolina, Colony Family Offices employs approximately 20 individuals and manages over $2.35 billion in assets.


Recently, Colony Family Offices discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Colony Family Offices determined that an unauthorized actor may have accessed this sensitive information. On December 21, 2023, Colony Family Offices began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Driver’s license number
  • Financial account number

If you received a breach notification letter from Colony Family Offices, LLC:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Colony Family Offices data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Colony Family Offices, LLC;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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