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Avantra Family Wealth
Avantra Family Wealth was launched in 2017 by Kim Lee Kenawell-Hoffecker and Frank Collins Jr. Both principals left Merrill Lynch roles to establish the...
Avantra Family Wealth
Avantra Family Wealth was launched in 2017 by Kim Lee Kenawell-Hoffecker and Frank Collins Jr. Both principals left Merrill Lynch roles to establish the independent firm. The multi-family office serves clients seeking fiduciary advice on multi-generational planning. The firm deploys capital through fund-of-funds structures alongside direct holdings in fixed income and mutual funds. It maintains a North America footprint centered on its Mechanicsburg base. Services include investment risk management, insurance integration, and tailored portfolio construction. No specific portfolio holdings or co-investors appear in public records. The team consists of nine professionals who joined at launch, all previously affiliated with Merrill Lynch. Avantra maintains membership in the West Shore Chamber of Commerce. No additional offices or adjacent vehicles are disclosed. No operational events from the last 24 months are verifiable in available sources. The firm’s structure centers on independence from prior brokerage affiliations, allowing direct fiduciary relationships without platform constraints.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Mechanicsburg
Corporate office
100 Sterling Parkway, Suite 107, Mechanicsburg, Pennsylvania 17050-2903
Principals
Kim Lee Kenawell-Hoffecker
Founder / CEO
Frank Collins Jr.
Founder / Leader
Wade A. Hoffman
Partner / Chief Compliance Officer
Steven B. Thompson
Partner / Family Wealth Advisor
Sean T. Hoffecker
Partner / Family Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Avantra Family Wealth?
Kim Lee Kenawell-Hoffecker serves as CEO and co-founder. Frank Collins Jr. acts as co-founder and leader. Wade A. Hoffman holds the Chief Compliance Officer role.
Is Avantra Family Wealth structured as a single family office or multi-family office?
It operates as a multi-family office. The firm serves multiple client families through concierge advisory services.
Does Avantra Family Wealth participate in fund commitments or only direct deals?
Confirmed investment types include fund-of-funds structures. The firm also holds direct positions in fixed income securities and mutual funds.
Where does the underlying wealth come from?
No public disclosure identifies specific family wealth origins. The firm was founded by former Merrill Lynch executives.
What is Avantra Family Wealth's known posture on co-investments alongside external GPs?
No information on co-investment activity with external general partners is available in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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