Collective Family Office
Financial ServicesPennsylvania, United States2-10 Employees
Collective Family Office is a financial services firm that serves families to preserve wealth and enable future generations. The company is located in York, Pennsylvania at 235 Street Charles Way, Suite 200, and has a small staff of 2 to 10 employees. It acts as a fiduciary partner, coordinating investments, taxes, trusts, and estate planning under one roof, with a focus on client-first stewardship and disciplined independence. The firm emphasizes simplicity in complexity, generational continuity, and community and purpose as guiding principles. Recent news items indicate ETF-related investment activity, including stakes in the VanEck Long Muni ETF and the Invesco BulletShares 2025 High Yield Corporate Bond ETF.