Collective Family Office
235 St. Charles Way
York, PA 17402
A caring team providing comprehensive wealth management for successful families.
"The whole is greater than the sum of its parts" - Aristotle
You Come First
We are a thoughtful Fiduciary - Providing conflict-free strategy and execution tailored to your needs and personal situation
A Collective Approach
Every family's goals are unique. Thoughtful planning is often the key to success. We listen and collaborate with your legal and tax professionals in tailoring strategies to efficiently work toward your family's current and legacy goals. Working together, we apply effective tax, trust and estate planning techniques to optimize outcomes.
Core Principles of Comprehensive Wealth Management
Balance sheet analysis
Disciplined asset allocation
Objective driven & cash-flow based portfolio modeling
Fee and tax sensitive approach
Customized investment policy guideline for each client
Liability analysis and risk management
and Estate Planning
Growing and protecting assets
Evaluating strategies to reduce Estate taxes
Creating and funding legacy and charitable goals
Continuity of Fiduciary oversight
Sheltering assets from creditors, litigators and spendthrifts
Enhancing family legacy value
Creating a family governance plan- perpetuate family values
Financial education for the next generation stewards of the family's wealth
Coordination of philanthropy and the family mission
Family meetings and pre-inheritance experiences
We are committed to Central Pennsylvania, both personally and professionally.
We are intimately aware that many Central Pennsylvania families credit their financial fortunes to this region and therefore they are committed to giving back locally. Serving our clients well will ultimately make our community the beneficiary for generations to come.