Long Angle is a community for those who seek perspectives on wealth management from exceptionally successful peers. Members discuss all major areas of high-net-worth personal finance:
Trust | Legacy | Estate - Defining objectives, setting strategy, and executing tactics for multi-generational wealth preservation and utilization.
Tax & Retirement - Optimizing asset classes, corporate structures, personal account structures, and responses to political and market developments.
Philanthropy - Rooting philanthropy in the context of a personal financial plan, setting goals, selecting recipients, and evaluating results.
Asset Allocation - Crafting the blend of asset classes and leverage across an entire portfolio to align with personal goals and risk tolerance.
Stocks & Bonds - Evaluating the expected returns, volatility, and correlation of individual securities, funds, and classes of securities.
Real Estate - Acquiring, managing, and selling primary residences, vacation homes, rental properties, commercial properties, and land.
Alternative Assets - Finding and evaluating opportunities in private equity, VC, angel, crypto, commodities, collectibles, and other assets.
Insurance - Understanding and purchasing life, disability, umbrella, auto, real estate, D&O, health, Lloyd’s and other types of insurance.
Private Businesses - Starting, growing, operating, and selling private businesses; key issues include cash management and HR.
Career & Boards - Exploring and negotiating opportunities for executive advancement, post-liquidity careers, and board service.
Budget Planning - Measuring and analyzing expenses and income streams; aligning spending with priorities; scenario-planning major changes.
Lifestyle - Harnessing wealth as a tool; realize personal goals, instill values, create meaning, and make a lasting social impact.
Trust | Legacy | Estate - Defining objectives, setting strategy, and executing tactics for multi-generational wealth preservation and utilization.
Tax & Retirement - Optimizing asset classes, corporate structures, personal account structures, and responses to political and market developments.
Philanthropy - Rooting philanthropy in the context of a personal financial plan, setting goals, selecting recipients, and evaluating results.
Asset Allocation - Crafting the blend of asset classes and leverage across an entire portfolio to align with personal goals and risk tolerance.
Stocks & Bonds - Evaluating the expected returns, volatility, and correlation of individual securities, funds, and classes of securities.
Real Estate - Acquiring, managing, and selling primary residences, vacation homes, rental properties, commercial properties, and land.
Alternative Assets - Finding and evaluating opportunities in private equity, VC, angel, crypto, commodities, collectibles, and other assets.
Insurance - Understanding and purchasing life, disability, umbrella, auto, real estate, D&O, health, Lloyd’s and other types of insurance.
Private Businesses - Starting, growing, operating, and selling private businesses; key issues include cash management and HR.
Career & Boards - Exploring and negotiating opportunities for executive advancement, post-liquidity careers, and board service.
Budget Planning - Measuring and analyzing expenses and income streams; aligning spending with priorities; scenario-planning major changes.
Lifestyle - Harnessing wealth as a tool; realize personal goals, instill values, create meaning, and make a lasting social impact.
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