What We Do 

Longwall Family Office is a comprehensive investment advisory service offering long-term, strategic portfolio management and long-term wealth strategies tailored to the individual needs of each client. Our long-term commitment to clients ensures that our services are delivered with integrity, transparency, and discretion.

Either directly or indirectly through partners, we provide a broad range of services including review and analysis of existing holdings and portfolios; development of “investment goals and constraints” charters; custom portfolio design; bespoke due diligence research on funds, securities, private holdings, and other investments (liquid or illiquid); ongoing risk monitoring; investment education and guidance; ownership succession planning; estate planning advice; philanthropic planning; tax optimization strategies for individuals, trusts, estates, partnerships, and corporations.

Tax-Aware Strategies are investment strategies designed to increase long-term wealth by minimizing taxes. As tax laws and regulations change, the Longwall Family Office can create long-term financial plans that minimize your current and future tax liabilities. 

Our financial advisors will take into account the risks associated with pretax returns underperforming expectations, as well as potential losses and expenses due to adverse changes in tax benefits. By carefully monitoring investments with a focus on long-term goals, we aim to provide optimal results for you and your family.

With our experience in Tax Aware Strategy investing, Longwall Family Office is uniquely positioned to help you make informed decisions when it comes to creating a secure financial future. Let us be your guide to navigating variable tax laws with confidence and long-term success. 

Contact Longwall Family Office to set up a consultation and begin developing a Tax Aware Strategy that suits your long-term needs. We look forward to serving you!

At longwall family office, we provide comprehensive fund management services tailored to meet the individual needs of our clients. Our team of financial advisors are highly experienced and knowledgeable in all key aspects of funds management, from long-term investments and asset protection to liquidity and risk management. We work with our clients throughout the entire process with the objective of structuring portfolios that are optimized for maximum return on investment.

Our fund managers are adept at managing assets across asset classes, including equities (stocks), fixed income (bonds), currencies, treasuries, alternatives, real assets, and commodities. We keep a close eye on market conditions to try to stay ahead of any potential risks or opportunities that may arise. Additionally, we provide complete portfolio analysis so our clients can make informed decisions about where they want to invest their money.