Verified 10 Nov 2026
Collective Family Office, LLC
Collective Family Office, LLC is an independent multi-family office in York, Pennsylvania that works alongside each client family's attorneys, accountants and other advisers. Its services cover wealth management, tax, trust and estate planning, trustee selection and administration, charitable giving and preparing heirs, and it describes a commitment to Central Pennsylvania. Its Form ADV filed on 8 July 2026 reported $533 million in regulatory assets for 80 clients.
- Type
- Multi-family office
- Location
- York, Pennsylvania, United States
- Sectors
- Public equities
- Fund size / AUM
- $533M regulatory AUM (Form ADV, filed 2026-07-08)
- Latest fund or filing
- 8 Jul 2026
Contacts on file
For Collective Family Office, LLC, the paid file holds: 3 named decision-makers with roles; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/301274
- reports.adviserinfo.sec.gov/reports/ADV/301274/PDF/301274.pdf
- www.collectivefamilyoffice.com/
- www.collectivefamilyoffice.com/our-firm
- www.collectivefamilyoffice.com/services
- www.collectivefamilyoffice.com/team-member-01
Last checked 10 Nov 2026. Is something wrong? Tell us.