Long Family Office

Long Family Office is a multi-family office based in Wilmington, North Carolina, established in 1987. The firm specializes in providing comprehensive wealth management and advisory services to individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. Their core offerings include asset management, financial planning, retirement planning, cash flow and debt management, college planning, estate planning, and general investment management. The firm emphasizes creating customized investment plans tailored to each family's vision and values, with a focus on broad diversification and robust risk management to ensure wealth longevity.

The firm's founding story began in 1979 with Randy, who pursued a business major with an emphasis on personal finance, driven by a desire to help families achieve financial freedom. In 2011, a Wilmington office was opened, involving his children, Ellen and Micah, in the business to teach them business consulting and family office management. Long Family Office operates on the principle of "families helping families," aiming to guide clients through the challenging yet rewarding journey of living and leaving an enduring family legacy.

While Long Family Office focuses on managing and preserving family wealth through strategic planning and diversified investments, specific notable direct investments or portfolio companies are not publicly disclosed. Their approach centers on long-term wealth strategies, including assistance with generational wealth transfer, business succession planning, and charitable giving. The firm works with clients to navigate complex asset structures and coordinate with various professionals to simplify financial management.

The executive team at Long Family Office is responsible for managing client assets. Randy, the founder, brings a background in personal finance, while his children, Ellen and Micah, are actively involved in the firm's operations, contributing to its family-centric approach. The firm leverages its own firsthand experience with family dynamics and wealth management to provide empathetic and effective guidance, helping clients prepare future generations for their roles in family and business affairs.