Longwall Family Office Blog

By Longwall Family Offices December 15, 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 December 15, 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
By Longwall Family Office December 1, 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 November 15, 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 October 18, 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.