Long Angle

?? Celebrating 4,000 members—and growing! Long Angle has grown into a thriving community of over 4,000 high-net-worth entrepreneurs, executives, and professionals. From AMAs with world-class experts to exclusive deal-sharing opportunities, this milestone reflects our members’ dedication to learning, collaborating, and achieving together. A special thank you to our partners and contributors for sharing their expertise and continually raising the bar. If you value connection, exclusive opportunities, and impactful conversations, Long Angle might be exactly what you’ve been searching for. Learn more here: https://www.longangle.com #AlternativeInvestments #HighNetWorthCommunity #Entrepreneurship

In our 2025 High-Net-Worth Asset Allocation Study, we found that among Long Angle members, one-third (33%) work with a wealth manager, while two-thirds (67%) self-manage their portfolios. Despite this difference, both groups maintain similar portfolio allocations across public and private equity, real estate, alternatives, bonds, and cash. Even in areas where advisors might be expected to encourage a greater allocation—such as fixed income—there’s little variation. Of course, portfolio construction is just one piece of the equation. Many investors turn to advisors for estate planning, tax strategies, behavioral coaching, and access to exclusive opportunities that might not be available to individual investors. But it’s interesting to see that, at a broad level, those who self-manage tend to follow a similar allocation to those who work with an advisor. How do you approach portfolio management? Do you prefer to self-manage, work with an advisor, or take a hybrid approach? Learn more about Long Angle and explore the full report: https://lnkd.in/gWiMFa4T #WealthManagement #InvestmentStrategy #AlternativeInvestments

The investment landscape is shifting. After a strong run, US tech stocks have slowed, while European equities are showing signs of life. With upcoming policy shifts and market uncertainties, investors are looking ahead: Which asset classes are set to outperform in 2025? We polled Long Angle members—here’s what stood out: – Public Markets: US equities remain a top choice (31%), but 20% see potential in non-US markets. – Private Investments: Private equity (23%) and private credit (14%) continue to attract capital. – Alternative Plays: Crypto (23%) and real estate (20%) remain key areas of interest, with some seeing real estate poised for a comeback as long yields fall. One investor noted that policy shifts, including potential crypto capital gains waivers and real estate stimulus, could drive these markets forward. Others pointed to Chinese tech stocks and commodities as contrarian plays. What’s your outlook? Where do you see the best opportunities in 2025? Join the conversation inside Long Angle, where HNW investors share insights and access institutional-grade opportunities. Learn more: https://longangle.com #AlternativeInvesting #PrivateWealth #MarketTrends

For many investors, public equities dominate their portfolios. But for those further along in their wealth-building journey, the strategy shifts dramatically. Our 2025 High-Net-Worth Asset Allocation Report reveals a clear trend: - Investors worth <$5M allocate the majority of their portfolios to public equities. - As net worth grows, allocations shift toward private companies, real estate, and alternatives. - The wealthiest investors ($25M+) have the lowest public equity exposure, often prioritizing private market investments and lending strategies. This data highlights a fundamental shift in strategy—as wealth grows, access to unique investment opportunities expands. These insights come from 4,500+ Long Angle members—successful entrepreneurs and executives navigating complex financial decisions. Want to see how your allocation compares? Read the full report: https://lnkd.in/gWiMFa4T #WealthManagement #PrivateEquity #AlternativeInvestments

A year ago, inflation hovered around 3%, and many expected a gradual decline. But as we move through 2024, the outlook remains uncertain. We recently asked Long Angle members where they expect core inflation to land by December 2025. The majority—44%—believe it will stay between 3-4%, while others are split between lower and significantly higher outcomes. Some expect inflationary pressures to persist, while others point to potential economic cooling that could bring it down. There’s also the question of how policymakers will respond, especially with $10 trillion in U.S. debt maturing next year. If keeping rates high proves too costly, will inflation come down through deliberate intervention? One thing is clear: Investors are weighing multiple, sometimes conflicting forces as they position their portfolios for the future. Where do you think inflation will be at the end of 2025? Long Angle is a private community for high-net-worth investors, entrepreneurs, and executives. Our members engage in real-time discussions on the economy, investment strategies, and more. Learn more: www.longangle.com

Awesome time getting the team together this week to do our annual strategic planning. Excited to share what's in store for 2025!

We published our 2025 High-Net-Worth Asset Allocation Benchmark Report, sourced from our community of 4,500+ members, to reveal how investors are positioning their capital in today’s market. Selective insights include: - Public equities remain dominant, making up 47% of average portfolios. - Private markets and real estate continue to grow, with 15% in private companies and 17% in real estate. - Bonds remain a low priority, even among conservative investors. - Debt levels are minimal—one-third of homeowners have no mortgage, and total leverage remains below 10% of net worth. - Crypto is generational—52% of investors under 35 hold it, while older investors have near-zero exposure. At Long Angle, our members share real-time insights to navigate evolving investment landscapes. How does your portfolio compare? Download the full report: https://lnkd.in/gWiMFa4T #AssetAllocation #AlternativeInvestments #HighNetWorth

Most investors focus on returns. Fewer focus on taxes. But what if a simple shift in strategy could both offset near-term tax liabilities and increase long-term tax efficiency? That’s exactly what Mo Al Adham, founder and CEO of Frec, will break down in our upcoming Frec Partner Webinar—exclusively for Long Angle members. In this session, Mo will share key insights from Frec’s latest research on advanced tax loss harvesting through direct indexing—a strategy designed to optimize your after-tax returns at every stage of wealth accumulation and withdrawal. He’ll also introduce Frec’s new portfolio allocation tool, built to help you construct a diversified, tax-efficient portfolio without layers of complexity. The session wraps up with a live Q&A, where you can ask Mo your most pressing questions. If you’re serious about optimizing your portfolio for tax efficiency, you don’t want to miss this. Long Angle members, RSVP now to secure your spot! Not a member? Join a vetted community of 4,500+ high-net-worth investors sharing insights, strategies, and curated investment opportunities. Apply here:?https://longangle.com — ???????? ???????? ?? ??????-???????? ?????? ?????? ??????????????. ?????????????????? ???????????????? ????????, ?????????????????? ????? ???????? ???? ????????.

For many successful entrepreneurs and executives, the biggest challenge isn’t finding investment opportunities—it’s finding the right ones. A Long Angle member recently shared their experience: “The forums are engaging, with open topics that are highly relevant. The investment opportunities are unique and a privilege to access.” Beyond curated investment opportunities, it’s about the conversations that shape smarter decisions. The debates that challenge assumptions. The peers who push you to think bigger. That’s what sets Long Angle apart. If you’re navigating wealth on your own and wondering what you’re missing, it’s time to surround yourself with a community that sees the bigger picture. Know someone who would benefit from this? Share this with them. Learn more and apply: https://longangle.com #AlternativeInvesting #HighNetWorth #PrivateEquity

One member shared a familiar story: their property insurance premium jumped 30% this year, with no claims. Another had their carrier drop them entirely due to wildfire risk, forcing them into a high-cost state plan. These shifts are happening across the board, and Long Angle members are taking note. To get a clearer picture, we ran a mini-benchmark survey to understand what high-net-worth individuals are paying for Property & Casualty insurance—and where they’re getting coverage. Here’s what we found: *Carrier Preferences While top-tier insurers like Chubb, AIG, and PURE are popular, a surprising number of members rely on mainstream providers like State Farm (21%) and USAA (12%). Others turn to niche or excess liability carriers to fill gaps. *Premium Costs Nearly two-thirds of members spend less than $10,000 annually on Property & Casualty insurance, but 18% pay $20,000 or more—suggesting significant variation based on location, asset types, and coverage needs. *Coverage Challenges Several members noted difficulty securing coverage due to high-risk locations, insurer non-renewals, or exclusions on key assets like collectibles and cyber risk. These concerns are shaping how members think about their overall insurance strategy. Long Angle is a vetted private community for high-net-worth individuals, facilitating conversations like these that help our members make informed financial decisions. Learn more here: https://longangle.com #HNWInsights #InsuranceStrategy #WealthManagement