Contact Longwall Family Office

Longwall Family Office Phone Number

(214) 683-6381

Longwall Family Office Phone Number

Inquiries@LongwallFamilyOffice.com

Longwall Family Office Locations

600 N Western Ave

Lake Forest, IL 60045

8 Wright St, Suite 107,

Westport, CT 06880

Contact Us

Investment Trends and Opportunities for Family Offices in the Current Market

By Longwall Family Offices • 15 Dec, 2023

Investment Trends and Opportunities for Family Offices in the Current Market

What is a Family Office? Understanding the Keystone of Wealth Management

By Longwall Family Office • 15 Dec, 2023

Explore the intricate world of family offices, a pivotal element in managing and preserving generational wealth. Discover how they operate, their services, and their impact on wealth management.

a person is holding a cell phone and looking at a graph

The Rise of ESG and Impact Investing

By Longwall Family Office • 01 Dec, 2023

Explore how family offices are increasingly prioritizing philanthropy and social impact investing, seeking to strike a balance between making a positive social impact and achieving strong financial returns. This trend reflects a growing awareness of the importance of aligning financial decisions with ethical and social considerations, demonstrating a shift towards more holistic and values-driven wealth management strategies within the family office sector.

Navigating Generational Wealth Transfer: Strategies for Family Offices

By Longwall Family Offices • 15 Nov, 2023

Explore effective strategies for family offices in managing generational wealth transfer, including estate planning, tax efficiency, and educating the next generation. Wealth transfer across generations is a pivotal aspect of family office management. It demands a strategic approach to preserve and grow family wealth, ensuring its beneficial transfer to future generations. This blog delves into effective strategies for estate planning, family governance, and financial education, pivotal for any family office.

Six Considerations for New Millionaires

By Longwell Family Office • 18 Oct, 2023

Coming into sudden wealth can be exciting and overwhelming — whether it’s from the sale of a business or a large inheritance. You’re thrilled that you’ve reached financial independence, but you may be nervous about making mistakes with your money. William Scofield, Senior Vice President and Director of Wealth Planning at Regions Private Wealth Management in Memphis, Tennessee, recommends considering these seven financial tips before spending your new wealth.

(214) 683-6381

Inquiries@LongwallIP.com

Address:

600 N Western Ave

Lake Forest, IL 60045

8 Wright St, Suite 107,

Westport, CT 06880

SEC ADVISER INFORMATION

FORM ADV

REGULATORY DISCLOSURES

FORM CRS

Advisory Services are offered through Longwall Investment Partners, LLC. Longwall is an SEC registered investment adviser and only provides services in states where properly registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of Longwall's current written disclosure statement as set forth on Form ADV, discussing Longwall's business operations, services, and fees is available at www.adviserinfo.sec.gov.