Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Collaborative Advice
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
Headquartered in the United States, the firm is listed as a multi family office. 1 person is named on its team.
People
- Travis WoodsCFP®, CFA, creator of Collaborative Advice · source
Frequently asked questions
Collaborative Advice is a multi family office based in the United States.
Collaborative Advice does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Collaborative Advice include Travis Woods (CFP®, CFA, creator of Collaborative Advice).