Our first member-only retreat in the books! Long Angle's 2024 annual retreat brought together an incredible group of high-net-worth individuals for meaningful discussions, new perspectives, and deeper connections. Highlights include: - Panels covering everything from estate planning to philanthropic ventures - A live podcast session - Networking opportunities and fun social activities Thank you to everyone who attended our retreat in Scottsdale this week! Stay tuned for details on the 2025 retreat. Our retreats are exclusive to Long Angle members. To learn more, apply to join: https://lnkd.in/gFRZciJh #HighNetWorth #HNWI #Retreat #Community
关于我们
Long Angle is a private, vetted community of highly successful young entrepreneurs and executives. Our members rely on Long Angle as a confidential, unbiased resource for knowledge sharing, networking, and alternative investments. Our community is primarily composed of self-made, very high-net-worth Millennials and Gen X’ers from around the world (30-49 years old) who have built portfolios worth $5-50 million. Compared to previous generations, our members prefer to retain significantly more first-person control over their financial lives, rather than relying on third-party financial advisors. Long Angle offers a curated and trusted community of peers to help them do this effectively. Beyond driving superior returns, Long Angle members want to ensure their wealth has a positive impact on their families, communities, and the environment. Discussions within the community cover the broad scope of personal finance, including philanthropy, raising children, tax optimization, insurance, travel, and investment opportunities. Long Angle was founded by serial entrepreneurs to address their personal need for a trusted community of peers. Membership is growing by more than 50% per quarter.
- 网站
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https://www.longangle.com
Long Angle的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Global
- 类型
- 私人持股
- 创立
- 2020
- 领域
- community
地点
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主要
获取路线
US，Global
Long Angle员工
动态
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160 members came together in Scottsdale for the first Long Angle Retreat. From raising grounded kids to finding balance and exploring alternative investments, it was all about trust, shared experiences, and meaningful conversations. Moments like these remind us why we do what we do! #Community #Connection #LongAngle
Trust is everything. That's why 160 people flew across the world to meet strangers they'd only talked to online ?? Here's what happened: Last month, we hosted our first Long Angle retreat in Scottsdale. Three days, 160 members, coming from as far as Europe and Asia. I'll be honest: We were nervous. We'd done small dinners and meetups, but this was different. Would people connect? Would they find real value? The fascinating part? Most knew just 2 or 3 other attendees. Many knew no one at all. In a world where wealth often creates walls, something remarkable happened: people dropped their guard. No pitches. No hidden agendas. No networking facades. Just real conversations about things that matter: ? Teaching kids about money when you're first-gen wealth ? Supporting aging parents while respecting their independence ? Finding balance between impact and simplicity ? Building meaningful friendships despite success ? Learning about private market investment strategies One moment stands out: I watched a small group of new friends planning a kite surfing trip together. Simple as that. The kind of organic connection that's rare in spaces where wealth is involved. Think about it – how often do successful people get to just... be themselves? To have unguarded conversations about their actual challenges? To find peers who truly get it? This started 4 years ago with a dozen friends trying to navigate wealth together. We weren't trying to build a business. We were trying to build connection. Looking around that room in Scottsdale, seeing 160 people who trusted enough to show up – it was humbling. Digital communities are powerful. We've proven that. But there's something special about sharing the same space, breaking bread, and having real conversations. It turns online connections into lifelong friendships. #community #trust #connection #impact
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Are you maximizing the impact of your charitable giving? For many, philanthropy is an important part of financial planning. Yet, a recent discussion among Long Angle members revealed that 72% of high-net-worth donors give on an ad hoc basis—often without a structured plan to align giving with their values and goals. For those ready to take a more intentional approach, strategies like percentage-based giving, Donor-Advised Funds (DAFs), and charitable trusts can enhance both impact and tax efficiency. Swipe through to explore: ? Why structured giving matters ? Tools like DAFs and charitable trusts ? How to align your giving with personal and financial goals At Long Angle, members discuss strategies for philanthropy, impact investing, and financial planning—sharing actionable insights to support each other’s goals. ?? Learn more in the comments below. #PhilanthropyMatters #CharitableGiving #FinancialPlanning
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Long Angle转发了
Even if you’re fortunate enough to have found success, it can feel surprisingly heavy and lonely ?? Five years ago, my relationship with wealth was... strange. I'd watch my portfolio fluctuate by an entire year's salary in minutes, yet spend hours debating whether to buy a new phone. The psychology didn't make sense. Then, I started meeting others on similar journeys. People who'd learned to be more intentional with wealth. They taught me something profound: just because you can afford something doesn't mean you need to spend the money. But when spending creates real value? It's worth every penny. Here are a few of my favorite lessons I’ve learned from conversations with members at Long Angle: // 1. Small expenses that improve life are worth every penny I resisted hiring morning help with the kids. It felt like an unnecessary expense. Wasn't handling the morning routine just part of being a parent? Now I see it differently: that help lets my wife and I work out together every morning. The investment isn't just in childcare. It's in our health. In our marriage. In starting each day right. Some of my best conversations with my kids happen in the car on the way to school. I'm present for them because I'm not exhausted from managing the morning chaos. // 2. Optimize for focus and energy (which you can’t replenish) We used to agonize over small purchases while making massive financial decisions without blinking. Recently, I paid $75 for a car service after an 8-hour flight to Europe. Previously? I would have insisted on finding the train station with tired kids and heavy bags to save $55. The ROI was priceless: starting our vacation with energy instead of exhaustion. Living in Bethesda, I pay twice what others might for lawn care. But I've learned that price transparency isn't always the point – the value created is what matters. // 3. Supporting family requires creativity and patience I've learned to invest in my parents' lives in small, meaningful ways. But it's challenging – they don't want to accept help or money. It requires creativity. Finding subtle ways to contribute while maintaining their dignity. Very small gestures. Little improvements to their daily routines. Things that make a difference without making them uncomfortable. The best lessons about wealth don't (always?) come from financial advisors. The lessons often come from peers who've walked similar paths. #wealth #mindset #growth
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The support of a high-net-worth community can make a substantial difference in feeling in control of your finances. Here's what one member said: "It’s given me the confidence to let go of my financial advisor and start managing my own portfolio. In that same vein, I have more clarity in what other investing avenues are out there and a comfort level with taking on a little bit more risk. In meeting with my local group, I’ve also begun to look at the world through more of an entrepreneurial lens and can realistically see myself making that leap whereas it’s always just been a ‘someday’ dream until now." Interested in joining a supportive high-net-worth community? Apply to Long Angle today. Link in comments! ?? #PersonalFinance #InvestingGoals #FinancialConfidence
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Thinking about the legacy you will leave? Your location matters. Inheritance and estate taxes vary widely by state, impacting the transfer of wealth to your heirs. ??? Check out our map of states with inheritance and estate taxes to see where your estate could face additional tax obligations. Long Angle's high-net-worth community engages in open discussions on topics such as estate planning, taxes, and inheritance. We also regularly host educational webinars that dive deep into concepts that affect high-net-worth individuals. Apply to join today! #EstatePlanning #LegacyPlanning #HighNetWorth #TaxStrategies #WealthManagement
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Gold’s appeal as an inflation hedge and a portfolio stabilizer makes it a valuable asset for high-net-worth investors. But with options like physical gold, ETFs, and mining stocks, selecting the right investment vehicle requires careful consideration of goals, costs, and market dynamics. Investment options include: - Physical Gold: Offers security and independence but requires storage and insurance costs. - Gold ETFs: Provide liquidity and ease of trading, ideal for hedging inflation. - Mining Stocks: Higher risk and return potential, with tax advantages over physical gold. A mix of these vehicles can balance liquidity, security, and growth within your portfolio. Check out the full article via the link in the comments! ?? #WealthManagement #GoldInvesting #PortfolioStrategy #HNWI #InvestingInsights #GoldETFs #WealthPreservation #FinancialPlanning
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Long Angle转发了
Most exclusive communities have hefty membership fees. We don’t. Here's why ?? When we started Long Angle, I heard a lot of this kind of advice: "Charge $25k/year minimum" "If it's free, people won't value it" "You need fees to maintain exclusivity" We went the opposite direction. Our community is free to join. Not because we can't charge. Our members are not as price-sensitive, and we work very hard to give them as much value as possible. We choose free because money changes relationships. And relationships are absolutely vital to how Long Angle functions. The moment you charge for access, you create a transaction. Members become customers. Relationships become services. Authentic connections turn into obligations. Think about it: When's the last time you asked a friend to Venmo you for advice? Called up a family member and charged them for introductions? That's not how real relationships work. Instead, we built something different in really the only way we thought we could: ? A space where wealth creators can drop their filters ? A community that grows through trust, not transactions ? A place where value flows naturally between peers By nature, that’s VERY difficult to do in a community designed to help people navigate wealth (this crowd is pitched and sold to constantly). I think results speak for themselves. Everyday, I log into our community & see people asking about everything from teaching their kids about money to setting up trust funds to just finding a good contractor to work on a garage — and they’re doing it all openly with people who have common experiences. Last month, over 150 members flew from around the world to meet in person. Most knew nobody. But they spent three days sharing openly about their lives, challenges, and opportunities. Why? Because there was no ulterior motive. No hidden agenda. Just peers connecting with peers. We do monetize – but differently. We’re always listening to our members to understand what they would like us to invest in to improve their experience. We take an approach to design and launch products and services to meet those needs, some of these naturally end up having a cost to run them and we pass those along. But the core community? That stays free. Because we’re not building just another exclusive club. We're creating a space where wealth creators can be authentic. Where they can drop the guards they maintain everywhere else. And authentic connection shouldn't have a price tag. #community #wealth #business #entrepreneurship
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Kids learn best through hands-on experiences, and investing is no exception. Tad Fallows shared how he brings investing to life for his kids—one share at a time. Imagine gifting a child one share of stock for every birthday or holiday, giving them the option to invest their allowance. For most of us, a 92-cent dividend might not mean much, but for a child, it’s a revelation. “My son was thrilled to receive 92 cents from Microsoft dividends this month! And he knows in a few months, he’ll receive more, just for being a shareholder.” This approach turns an abstract concept into a fun, meaningful experience—opening the door to financial understanding at a young age. ?? Inspired by this approach? Join Long Angle—a community where meaningful financial conversations happen among peers who understand and support your goals. #FamilyFinance #FinancialLiteracy #InvestingForKids
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Impact investing is transforming how capital shapes the world. By aligning investments with personal values, high-net-worth individuals can pursue financial returns while driving meaningful change. - Renewable energy, healthcare, and sustainable agriculture offer compelling growth opportunities while addressing critical global challenges. - Frameworks like the UN SDGs and GIIN’s IRIS+ help quantify environmental and social outcomes, but due diligence is key. - Impact investing supports values-based portfolios, diversifies risk, and promotes intergenerational discussions about purpose and wealth. - Scrutiny is vital to avoid misleading claims and ensure authentic contributions to pressing issues. Read our blog article on impact investing via the link in the comments. #ImpactInvesting #Philanthropy #ESG #RenewableEnergy #SustainableFinance #WealthManagement #HNWInsights
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