Collective Family Office

Overview

Collective Family Office was established in 2010 by three former BNY Mellon executives. David Sivel serves as CEO, Trevor Hoffman as COO and CCO, and Brian Luster as CIO. The firm provides coordinated advisory services to families, businesses and charitable organizations in Pennsylvania. Services span discretionary portfolio management, tax planning, trust and estate structuring, next-generation education and philanthropic advisory. Investment types include private equity, real estate, commodities, natural resources and digital assets. The firm maintains professional ties to BNY Mellon for research support while operating as an independent fiduciary. All three principals participate in local estate-planning councils and economic-development groups. David Sivel holds board roles at the York County Community Foundation alongside executives from Wagman, Inc. and Hammer Creek Enterprises. The firm files Form 13F with the SEC.