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Collective Family Office
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...
Collective Family Office
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.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
York
Corporate office
235 St. Charles Way, Suite 200, York, PA 17402, United States
Principals
David Sivel
CEO and Managing Principal
Trevor Hoffman
COO and CCO
Brian Luster
CIO and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Collective Family Office?
Brian Luster serves as CIO and Principal. David Sivel and Trevor Hoffman participate in investment oversight as CEO and COO respectively.
Does Collective Family Office participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs alongside fund commitments in private equity and real estate.
Where does the underlying wealth come from?
The firm does not disclose specific family wealth origins and serves multiple high-net-worth clients on an advisory basis.
What investment stages does Collective Family Office typically target?
The firm targets established private equity, real estate and natural-resource opportunities rather than early-stage venture.
How is Collective Family Office related to BNY Mellon?
All three founders previously worked at BNY Mellon Wealth Management and continue to draw on its research platform while operating independently.
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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