Collaborative Capital Advisors LLC

Overview

Collaborative Capital Advisors serves families and individuals with $25 million to more than $1 billion in investable assets. Its client base includes entrepreneurs, demanding professionals, results-driven families, founders and sellers managing liquidity events, and next-generation family members.²

Leadership

The firm’s leadership includes Nathan Romano and Jonathan M. Bergman, CFP®, Founders and Co-Chief Executive Officers; Michael Moriarty, Chief Investment Officer; Jamie Grossman, Chief Operating Officer; and Jane Kearsey, Head of Family Office Services.³

Its professionals bring experience across alternative asset management, markets, investment banking, private wealth, tax and estate planning, philanthropy, and lifestyle strategy.³

Services

Investment services include public and private market access, proprietary direct investments, co-investments, emerging-manager seeding, GP staking, custom hedging, and liquid or semi-liquid third-party funds. The firm builds customized portfolios with attention to risk, return, tax efficiency, legal structure, insurance wrappers, and tax-advantaged strategies.⁴

Family office services cover wealth transfer, liquidity management, daily cash management, family-entity structures, real-asset oversight, real estate transactions, aircraft, yachts, fine art, renovations, domestic staff agreements, and philanthropy administration.⁵

Philanthropy services include charitable-giving advice, grant review, tax strategy, planned-giving vehicles, and access to impact investment managers.⁶

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Collaborative Capital works with families, finance leaders, entrepreneurs, demanding professionals, founders, sellers, and next-generation family members seeking coordinated support across investments, family administration, wealth planning, and philanthropy.²

Approach

Collaborative Capital attributes its approach to expertise, professionalism, integrity, candor, client-first service, and tailored solutions for each family’s near-term goals and long-term aspirations. The firm reports that its partners have been responsible for more than $50 billion of alternative investments in prior senior roles, including principal and wealth-management capacities.⁷

Assets and Minimums

The firm reports $387,843,222 in regulatory assets under management as of its July 13, 2026 Form ADV filing. Its stated client range is $25 million to more than $1 billion in investable assets.¹²

By the numbers

FAQs

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  Profiles of Ehrenkranz Partners, Bessemer Trust, and Cerity Partners Family Office offer additional points of comparison. Reviewing their stated services and client focus can help a family or business owner frame questions about investment management, family office administration, philanthropy, risk, and long-term planning.

Sources

1. SEC Form ADV, Collaborative Capital Advisors LLC, amended July 13, 2026
2. Collaborative Capital Advisors, Our Clients
3. Collaborative Capital Advisors, Leadership
4. Collaborative Capital Advisors, Investment Services
5. Collaborative Capital Advisors, Family Office Services
6. Collaborative Capital Advisors, Philanthropy
7. Collaborative Capital Advisors, Our Approach
8. Collaborative Capital Advisors

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.