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Multi-Family OfficeRIA · CRD 110990SEC-Registered

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Long Family Office

Randy M. Long established Long Family Office in 1997. The firm operates as a multi-family office serving clients primarily in North America. Long Family...

Overview

Randy M. Long established Long Family Office in 1997. The firm operates as a multi-family office serving clients primarily in North America. Long Family Office integrates legal expertise with portfolio management. Services include succession planning and discretionary investment oversight. Asset classes center on traditional portfolios suited to wealth preservation. Geographic focus remains North America with clients in California and North Carolina. No named portfolio companies or co-investors appear in available records. The firm reports an estimated $50 million under management. No additional offices or team size figures are disclosed. No philanthropic vehicles or club memberships are noted. No operational events from the last 24 months are recorded. Long Family Office maintains a hybrid structure that embeds estate-planning legal work inside the investment mandate. This differs from pure investment multi-family offices by keeping succession and legal advisory in-house.

General information

Firm type

Multi Family Office

Year founded

1997

Location

Region

North America

Country

United States

City

Wilmington

Corporate office

Reedley, CA, United States

Principals

Randy M. Long

Founder

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