Collective Family Office Information

It takes a team of experts – investment managers, accountants, attorneys, and business advisers – working in unison, to properly serve the needs of high-net worth families. At Collective Family Office, we are your CFO, serving as your advocate, and integrating the advice from these specialists in order to help you better manage your family’s financial and intergenerational affairs. With an average of over 20 years of experience serving affluent families, a deep commitment to supporting the Central Pennsylvania community, and the support of local business professionals, we look forward to helping your family achieve your financial goals through advice tailored to your family’s unique needs. This page is a publication of Collective Family Office, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Collective Family Office, LLC is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.