Collective Family Office (CFO)

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Collective Family Office (CFO) Overview

Type

Multi Family Office

Year Founded

2010

General Information

Collective Family Office (CFO) is a multi-family office headquartered in York. The firm provides integrated wealth management services, including investment management, tax strategy, and trust and estate planning for high-net-worth families. CFO brings together a team of experienced professionals to address the complex financial needs of its clients—offers comprehensive solutions tailored to multi-generational wealth preservation and growth.

Contact Information

Website:
https://www.collectivefamilyoffice.com

Year Founded:
2010

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
200 W Lemon St, Lancaster, PA 17603

Portfolio & Notable Allocations


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Collective Family Office Cfo | Lancaster Multi Family Office | Altss