Collective Family Office, LLC
Collective Family Office, LLC provides investment advisory and wealth management services, including discretionary portfolio management, tax, trust and estate planning, next-generation planning, and charitable planning.
Collective Family Office, LLC
Collective Family Office, LLC provides investment advisory and wealth management services, including discretionary portfolio management, tax, trust and estate planning, next-generation planning, and charitable planning. The firm tailors strategies across various securities and asset classes for high-net-worth individuals, families, trusts, estates, businesses, pension plans, and charitable organizations, with a focus on aligning balance sheets and ensuring multigenerational continuity. Based in York, Pennsylvania, it acts as a fiduciary steward, emphasizing simplicity in complexity and client-first principles.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
—
Location
Region
North America
Country
—
City
York
Corporate office
200 W Lemon St, Lancaster, PA 17603
Frequently asked questions
What is Collective Family Office, LLC?
Collective Family Office, LLC is a multi family office headquartered in York.
When was Collective Family Office, LLC founded?
Collective Family Office, LLC was founded in 2010.
Where is Collective Family Office, LLC headquartered?
Collective Family Office, LLC is headquartered in York, in the North America region.
What does Altss track for Collective Family Office, LLC?
Altss maintains an OSINT-verified profile of Collective Family Office, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Collective Family Office, LLC's website?
Collective Family Office, LLC's public website is www.collectivefamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Collective Family Office, LLC?
Collective Family Office, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Collective Family Office, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Collective Family Office, LLC?
Collective Family Office, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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