Longwall Family Office

EST. AUM
$428,187,059

CONTACTS
2

CLIENT ACCOUNTS
120

Firm Details

Metro area Stamford
CRD Number 324336
Website longwallfamilyoffice.com
Client types

Overview

Longwall Family Office is a distinguished investment advisory service that emphasizes long-term strategic portfolio management and wealth strategies uniquely tailored to each client’s needs. With a steadfast commitment to integrity, transparency, and discretion, Longwall prioritizes the long-term success and satisfaction of its clients. The firm offers a comprehensive suite of services, either directly or through trusted partners. This includes thorough reviews and analyses of existing holdings and portfolios, the creation of customized “investment goals and constraints” charters, and bespoke portfolio design. Their due diligence extends to extensive research on a wide array of investments—ranging from funds and securities to private holdings—both liquid and illiquid. Additionally, Longwall excels in ongoing risk monitoring, investment education, and guidance, ensuring clients are well-informed and confident in their financial decisions. Their expertise also encompasses ownership succession planning, estate planning advice, philanthropic planning, and tax optimization strategies tailored for individuals, trusts, estates, partnerships, and corporations. This holistic approach ensures that each client’s wealth is managed thoughtfully and strategically, reinforcing Longwall Family Office's reputation as a trusted partner in achieving long-term financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Longwall Family Office

Platform Details

Investment Preferences

Alternative Activity

Address

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