Beyond Wealth Newsletter

Find out how high-net-worth individuals value professional services

Subscribe to Beyond Wealth and get valuable insights on life after wealth every Thursday. Plus, get access to this report showing how 114 high-net-worth individuals rate, use, and spend on over 14 types of professional services.

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2025 Professional Services Benchmark Report

What's in the report

  • Satisfaction breakdown: the highest satisfaction service type, and the service types that surprisingly fall behind.
  • How does spending come into play? See which professional services HNW households spend the most and least on, and what that reveals about their life priorities.
  • 10 biggest takeaways: the single most used professional service, the split between private and public schooling, the age group where fitness becomes a top priority, and more.
  • Full data summary: usage, satisfaction, and median annual spending across financial, home, personal, childcare, and immigration services.
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*25 page survey data from 114 respondents.
Beyond Wealth

What you'll get every Thursday

The questions that come after wealth can feel daunting. Our newsletter is designed to answer these questions with insights from real experience from vetted peers in the Long Angle community.

Money and markets

What peers hold and how it shifts. Allocation, tax, debt and private credit, benchmarked against member polls and professional research.

Private markets perspectives

Learn how the structures work in simple terms, and get actionable insights on how to the best navigate them.

Life, health and family

See how peers navigate the personal decisions that come with significant wealth. Children and inheritance, health, education, security, and what things cost.

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Hear from our readers

"The structured time in our Trusted Circle was some of the most valuable time at the whole Retreat. It's what made it easy to build real connections with the group, not just small talk."

Roy
Long Angle Member

"What lingers most is a feeling of awe at the people — us — the humility, the willingness to share, and being vulnerable about the challenges we feel at different wealth stages."

Beate
Long Angle Member

"Personal finance and economics is why we joined Long Angle, and why we keep coming back. The ability to actually discuss real financial topics, not just hear about them, is what brings us to the Retreat. We'll be there for Austin."

Rebecca
Long Angle Member

"The conversations that stuck with me weren't about money. I had multiple separate conversations with other parents about raising kids with ADHD, autism, genetic disorders — real conversations, not small talk."

Alexander
Long Angle Member

"I networked eighteen-plus hours a day. So many people, so many great conversations. Already looking forward to next year."

David
Long Angle Member

"The vision and effort it took to bring a community like this together. I'm already signed up for next year — and if any of you visit Chicagoland, don't hesitate to reach out."

Liz
Long Angle Member

"Had many amazing conversations with supremely interesting folks. Any intrepid adventurers who make their way up to Oregon are eligible to claim a free tour guide."

Forrest
Long Angle Member

"Whatever you do, bring the go-karts back for Austin. I got third place last year. I'm coming back to win."

Ryan
Long Angle Member

FAQs

Common questions before you apply.

Is it free?

Yes. Beyond Wealth and the reports are free, and you can unsubscribe in one click.

How often will I hear from you?

One issue every Thursday. In your first two weeks you'll also get the email that delivers your report, if you asked for one, and two short notes pointing you to the other newsletter topics you might be interested in.

Will you try to sell me something?

Each issue includes a short section about Long Angle, the vetted community it's written from. Any partner content is always labeled accordingly, and everything else is editorial.

Subscribe and get full access

Subscribe to Beyond Wealth and get high-net-worth insights every Thursday. Plus, get access to our 2025 Professional Services report showing how over 114 Long Angle members value professional services.

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