Collective Family Office

At Collective Family Office, we perform the function of your family's CFO, serving as your wealth management advocate by integrating the advice from trusted to help you optimize your family's financial and intergenerational affairs. It takes a team of experts investment managers, accountants, attorneys, and business advisers working in unison, to properly serve the financial needs of high-net worth families.

Stifel is a full-service brokerage and investment banking firm offering a range of financial services to individual investors, professional money managers, businesses, and municipalities. The company specializes in securities brokerage, investment banking, trading, investment advisory, and related financial services, catering to a diverse client base seeking comprehensive financial solutions. Generated from their website's infomation

Counsel Trust Company in York is dedicated to serving the best interests of individuals and organizations through wealth management, estate planning, and retirement planning services. With a focus on trust and expertise, Counsel Trust provides tailored financial solutions to help clients achieve their long-term goals and secure their financial future. Generated from their website's infomation