Collective Family Office
Overview
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.
Investment Focus
- High-net-worth individuals
- Family offices
- Pensions
- Endowments
- Foundations
Reach Collective Family Office directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Collective Family Office
What sectors does Collective Family Office invest in?
Collective Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in York, United States. Collective Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Collective Family Office invest at?
Collective Family Office backs companies at Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Collective Family Office invest in?
Collective Family Office invests across United States.
Who are the partners at Collective Family Office?
Team members listed for Collective Family Office include Trevor Hoffman (Principal and Chief Operating Officer) and Brian Luster (Principal and Chief Investment Officer).
How do I contact Collective Family Office?
Collective Family Office's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
