Collective Family Office

Collective Family Office is a multi-family office headquartered in York, Pennsylvania, providing comprehensive wealth management services to high-net-worth families and institutions. The firm offers integrated investment management, tax strategy, trust and estate planning, and multigenerational planning, aiming to simplify complex financial matters and preserve wealth across generations.

Established in 2019, Collective Family Office focuses on private equity, private debt, and private real estate investments. The firm is led by Principal and Chief Investment Officer Brian Luster and Principal and Chief Operating Officer Trevor Hoffman, both with extensive experience in wealth management. Their approach emphasizes client-first stewardship, simplicity in complexity, and disciplined independence, ensuring that clients' interests are prioritized and that advice is objective and grounded in rigorous analysis.

The firm's guiding principles include client-first stewardship, simplicity in complexity, generational continuity, disciplined independence, and community and purpose. These principles shape every decision and define how they serve families, businesses, and institutions. They believe that wealth has meaning when it creates impact—within the family, the community, and the causes clients value most.

Collective Family Office is committed to building a culture of inclusion, professional excellence, and continuous learning. They embrace diversity, encourage continuous education, and invest time in the communities where their employees and clients live and work. Through philanthropy and volunteerism, they aim to build a better future for all.

For more information or to get in touch, visit their official website at https://www.collectivefamilyoffice.com/ or contact them via email at info@collectivefo.com or by phone at (717) 893-5055.