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 to provide a complete platform of classic family office services.

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.

LTS ultimately oversaw the valuation and sale process of the family’s diverse real estate assets.

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 needs to achieve their long-term goals.

Creating Clarity from Complexity