Rooted in Stewardship.
Built for Longevity.
A deliberate approach to private wealth, built for clarity and long-term responsibility.
Structure. Rhythm. Foresight.
Most advisory firms react. Longleaf anticipates. Every client relationship is built on a structured annual rhythm — so nothing important is left to chance.
The Atlas Calendar
Your personalized financial journey — rooted in stewardship, built for longevity.
Ongoing Services
Continuous investment management, coordination & client access
•Goal-aligned portfolio construction
•Monitoring & disciplined rebalancing
•Tax-aware investment management
•Manager, fund & strategy due diligence
•Coordination with CPA, attorney & advisors
•Central financial decision-making hub
•Proactive identification of planning gaps
•Ongoing availability as life evolves
•Prompt time-sensitive decision support
•Centralized financial information access
•Investment oversight & reporting
•Dedicated client access
Tax Planning & Positioning
Planning Focus
- •Prior-year tax return review
- •Roth conversion analysis & execution
- •Capital gains & tax-loss harvesting
- •Cash flow & liquidity planning
- •RMD coordination
- •Charitable planning strategies
Deliverables
- Annual planning meeting
- Coordinated tax-planning summary
- Defined action items for the year
Estate & Risk Management
Planning Focus
- •Estate plan review (trusts, wills, beneficiaries)
- •Insurance & risk-management assessment
- •Employer benefit & retirement-plan analysis
- •Business-owner planning & entity review
- •Concentrated stock & equity-comp planning
Deliverables
- Estate & insurance observations
- Coordination with legal & tax professionals
- Strategy refinements
Mid-Year Review
Planning Focus
- •Mid-year portfolio & performance review
- •Scenario analysis & stress testing
- •Retirement projections & modeling
- •Education funding & family updates
- •Review of upcoming life events
Deliverables
- Mid-year review meeting
- Updated projections & visuals
- Recommended course corrections
Year-End Optimization
Planning Focus
- •Year-end tax strategies & execution
- •Charitable giving implementation
- •Final RMD coordination
- •Cash-management & liquidity planning
- •Priorities for the coming year
Deliverables
- Year-end planning checklist
- Confirmation of executed strategies
- Clear roadmap for next year
Every client receives this structured rhythm — not a one-time review, but an ongoing system of care.
Read about Atlas →Unified Organization
We quarterback your financial life across wealth management, tax strategy, estate planning, and insurance — coordinating with your existing professionals or recommending trusted ones where gaps exist.
One point of coordination. Every dimension connected.
"The complexity of wealth requires the simplicity of a single, trusted guide."
We walk that road with every client — protecting what was built and preparing it for what's next.
How We Serve You
Services are the tools. The value is how they're coordinated, timed, and carried through.
Wealth Management
Portfolio construction built around your full picture — not just returns, but taxes, liquidity, and what the money is actually for.
Retirement Planning
A clear, sustainable plan for the transition — income structure, healthcare, Social Security timing, and the decisions that compound for decades.
Investment Strategy
Disciplined, evidence-based portfolios aligned to your risk tolerance, time horizon, and the real-world constraints of your life.
Estate Planning
Coordinating with your attorneys and CPAs to ensure wealth transfers, trusts, and succession plans stay current and intentional.
Tax Strategy
Year-round tax awareness — harvesting losses, managing gains, Roth conversions, and positioning assets where they compound most efficiently.
Risk Management
Stress-testing your plan against market shocks, liability exposure, insurance gaps, and the risks that don't show up on a statement.
Mark Tassie
Founder, Longleaf Private Wealth
More than two decades in markets and private wealth, guiding families through the real-world complexities that sit behind portfolios — taxes, concentrated positions, liquidity events, and the emotional side of wealth.
Read More →Let's Start a
Conversation.
No commitments, no pressure. Just a straightforward conversation about where you are and where you want to be.
This is a first conversation to see whether working together makes sense.