Collective Family Office
235 St. Charles Way
Suite 200
York, PA  17402
(717) 296-1586
info@CollectiveFO.com
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

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

Tax, Trust

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

Next Gen

Planning

  • 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

 

INVESTED STEWARDSHIP

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.

Trevor Hoffman
COO/Principal
            View Bio
Brian Luster
CIO/Principal
            View Bio
 
 
Let's Connect
Collective Family Office
235 St. Charles Way
Suite 200
York, PA  17402
(717) 296-1586
info@CollectiveFO.com

© 2019 Collective Family Office, LLC    All Rights Reserved

235 St. Charles Way, Suite 200, York, PA  17402

P:  717-296-1586    F:  717-296-2277    info@CollectiveFO.com