Advisor Information
David Sivel
Managing Principal
Collective Family Office
Based In:
Serving Clients in these States

“Multi-Family Office Founder – For over 28 years, I have passionately served successful business owners and affluent families building comprehensive wealth and Estate plans.  We utilize a disciplines approach to diversification.  Public and private investments along with alternative sub-asset class exposure, including digital assets have their place in a well thought out balance sheet.  We provide a high level of service to assist our clients, determine what is the right mix to achieve their life-style and legacy goals.   Give us a call, we are a caring and thoughtful team.David Sivel, CFP®,