Lifestyle Services

Our approach to protecting and serving as stewards of our families’ assets extends not just to financial and generational planning assets, but to the individuals that make up each family, which are really the most valuable assets of any family.

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What We Do

Longwall’s Lifestyle Advisory extends from its culture and emphasis on providing a holistic, all-inclusive experience to its families that elevates their personal security, health, and protection both domestically and abroad.

Longwall Family Office offers access to:

Global Search and Rescue

Emergency Medical Evacuation

Insurance Advisory

Trust and Estate Planning

Specialized and Core Tax Services

(214) 683-6381

Inquiries@LongwallIP.com

Address:

600 N Western Ave

Lake Forest, IL 60045

8 Wright St, Suite 107,

Westport, CT 06880

SEC ADVISER INFORMATION

FORM ADV

REGULATORY DISCLOSURES

FORM CRS

Advisory Services are offered through Longwall Investment Partners, LLC. Longwall is an SEC registered investment adviser and only provides services in states where properly registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of Longwall's current written disclosure statement as set forth on Form ADV, discussing Longwall's business operations, services, and fees is available at www.adviserinfo.sec.gov.