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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
What is Collective Family Office?
Collective Family Office is a multi family office headquartered in York, United States.
When was Collective Family Office founded?
Collective Family Office was founded in 2010.
Where is Collective Family Office headquartered?
Collective Family Office is headquartered in York, United States, in the North America region.
What does Altss track for Collective Family Office?
Altss maintains an OSINT-verified profile of Collective Family Office 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's website?
Collective Family Office's public website is collectivefamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Collective Family Office?
Collective Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Collective Family Office?
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.
When was Collective Family Office's Altss profile last updated?
Collective Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
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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