Collective Family Office, LLC

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Collective Family Office, LLC Overview

Type
Multi Family Office
Year Founded

General Information

Collective Family Office, LLC is a multi-family office headquartered in York. Established in 2019 by partners who previously led BNY Mellon’s Central Pennsylvania private-banking practice, its wealth originates from the founders’ advisory careers serving entrepreneurs, business owners, and affluent families. The firm delivers integrated investment, tax, trust, and estate services and offers access to private market strategies, philanthropic planning, and tailored credit solutions—stewarding multigenerational capital.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
York, PA, United States

Portfolio & Notable Allocations

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