Creating Clarity from Complexity
A Brief History of Long-Term Solutions, LLC
Long-Term Solutions, LLC (“LTS”) evolved from a pure investment management relationship with a multi-generational family of significant wealth.
After developing and implementing a global investment strategy to help achieve their long-term goals, the family was ready to address the unmanaged complexity of their inherited wealth. This meant reviewing and updating all entities, including the family foundation, coordinating and updating the estate and tax planning, cash distributions, oversight of a captive real estate management company and bookkeeping/bill paying, etc.
Equally important was aligning family goals and values with philanthropy, providing investment education, developing a governance and legacy plan and beginning the discussion of transition to the next generation.
LTS was created to continue assisting the first family and other ultra-high net worth families with similar circumstances.