Meeting your investment needs now and preparing for the generations to come.

It’s easy to gravitate toward what’s exciting. But when it comes to managing family wealth, we focus on what works instead. So you can keep family wealth where it should be. In the family. At Longstream, we are here to help you in the following areas.

Please note, Longstream Capital Management LLC is not accepting new clients at this time.

INVESTMENT MANAGEMENT

A long stream of growing cash flows is the durable marker of success. In a world of ever-increasing and sometimes bewildering financial alternatives, we marshal and coordinate resources so that you don’t have to. Please note, Longstream Capital Management LLC is not accepting new clients at this time.

INTERGENERATIONAL WEALTH MANAGEMENT

Portfolios are a means to an end. We believe that end should have meaning. Every generation faces different challenges and opportunities, but certain principles endure. We’re here to impart not just value, but values. Please note, Longstream Capital Management LLC is not accepting new clients at this time.

WEALTH EDUCATION

Preparation and understanding build up immunity to the contagions of panic and greed. Longstream Capital can offer wealth mentoring for family members of all ages and outlooks. Reduce complexity. Increase understanding. Please note, Longstream Capital Management LLC is not accepting new clients at this time.

RECONCILING PORTFOLIO DISCIPLINE AND TAX STRATEGY

No one can control whether the markets go up or down. That said, different asset types have different tax characteristics and can be chosen or avoided accordingly. Portfolio turnover can be proactively managed to minimize tax surprises and maximize after-tax efficiency. Well-informed intentionality can keep money from falling out of your pocket. Please note, Longstream Capital Management LLC is not accepting new clients at this time.