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Collective Family Office, LLC Overview
Type
Multi Family Office
Year Founded
2019
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
Website:
https://www.collectivefamilyoffice.com/
Year Founded:
2019
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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