Long Family Office, Inc.
Investment Management Company
Why pick this one
Long Family Office combines customized investment plans with family meetings, succession planning, and charitable strategies for multigenerational families in Wilmington, North Carolina.
Best for
- Multigenerational families planning wealth transfers
- Family business owners preparing succession or ownership transitions
- Families needing coordinated investment, estate, tax, and professional-service planning
- Families establishing charitable giving strategies or foundations
- Families seeking structured meetings, mediation, and successor education
Specialties
- Customized family investment plans
- Investment risk analysis
- Wealth transfer and trust planning
- Family business succession planning
- Charitable giving and foundation strategies
- Family meetings and mediation
- Family learning and successor preparation
Certifications
- Series 7 securities license
- CFP designation
What makes them different
- Wilmington office opened in 2011 to operate a business with family members
- Randy Long has combined legal practice and wealth management experience since 1991
- Customized investment plans use family-specific benchmarks, diversification, and risk management
- Coordinates among multiple banks, asset structures, and professional service providers
- Provides family meetings, mediation, and successor education alongside investment and legacy planning
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 5101 Dunlea Ct Ste 204c, Wilmington, NC 28405-3961
- Phone
- 19103992748
- Website
- http://longfamilyoffice.com
- user@domain.com
Services
- Family office management
- Investment management
- Wealth management
- Estate and generational planning
- Business succession planning
- Charitable planning
- Family governance and mediation
- Financial coordination among professionals