High-Net-Worth Peer Advisory Groups for Guidance and Accountability
Join Trusted Circles, where high net worth individuals confidentially unite to navigate life's challenges and investment opportunities, fostering growth through peer wisdom.
The Only Room Where Nobody Wants Your Money.
A Cabinet of Peers. Not a Social Club.
Crowdsourced Alpha
Stop guessing. Benchmark your investment performance, tax strategies, and lifestyle costs against real data from high-net-worth peers in your bracket.
Solicitation Shield
100% Vendor-Free. We do not allow financial advisors or salespeople. If a member recommends a tax lawyer or a PE fund, it is because they trust them—not because they are getting a commission.
Monthly Board Meetings (Remote)
Your Circle meets virtually on a consistent cadence. This ensures you can maintain governance and get rapid feedback without disrupting your travel schedule or family time.
Vetted & Verified
We screen every applicant for professional achievement and emotional intelligence. You enter a room of true peers—Founders, C-Level Execs, and Professional Investors.
Trusted Circle Destinations (In-Person)
Trust is ultimately built face-to-face. That is why we introduced Trusted Circle Destinations; curated, high-end experiences designed specifically for your group.
Monthly Peer Advisory Groups Built Around Your Life Stage and Net Worth
Build your personal board of directors through Trusted Circles. These intimate groups of 6-8 members engage in confidential monthly 3 hour peer meetings, offering diverse perspectives on personal challenges, investment strategies, and life transitions. Tailored to various life stages and net worth profiles, each circle provides meaningful interactions and guidance, with a combination of Zoom-based and in-person interactions.
Benefits of Joining Trusted Circles Advisory Groups
Trusted Circles connect high net worth individuals on similar paths. Engage in confidential, open discussions, understand shared challenges, and thrive in an accountability-focused environment.
As a member of a Trusted Circle, you will…
Receive valuable peer feedback to refine strategies and make informed decisions.
Grow your network with influential connections.
Access insights in high net worth investments.
Build trust with advisors for diverse, insightful discussions on challenges.
Program Structure
Participants will complete a simple financial and personal assessment that will score themselves across a variety of dimensions ranging from financial wellness to asset protection readiness to work/life balance and personal life fulfillment.
Workshop topics will include Personal Financial Plans, Legacy Statements, Charitable Giving Strategies, Asset Allocation Approaches, and more
You’ll be sitting with…
"From the first meeting, I knew it was the right choice. It was a group of thoughtful, level-headed individuals seeking commonality in our shared success. It offers a fresh perspective that meets you for who you are now and where you want to grow—not just who you've been in the past. For me, the Trusted Circle has brought a sense of discovery and renewal."
— Onkur Sen
"My Trusted Circle members have effectively become soul brothers, even though we don't see each other all the time. There is a power in being in such an intimate environment—a safe container where you can drop in with peers who relate to your life experiences, all guided by a facilitator who is both a trained moderator and a financial professional."
— Kwiri Yang
"I can bring any problem to them. More often than not, they've been in a similar situation. They guide me based on what they did, which allows me to almost predict the future and see how a decision could turn out."
— David Smith
"What pleasantly surprised me was the immediate feeling of warmth and genuineness. This is a community where you get reflection and different points of view on every aspect of life, not just money. The ability to discuss anything—personal, professional, or financial—and feeling that you've got people who genuinely have your back has been the most impactful part of the process."
— Al Valvano
Eligibility and Expectations
Exclusivity: Trusted Circles are exclusively available to Long Angle members only.
Commitment: Members are required to commit to a minimum of six months, with attendance mandatory for the first two meetings. This commitment involves regular attendance at meetings, upholding complete confidentiality, and maintaining impartiality.
Participation Fee: Members joining a Trusted Circle must agree to the participation fee of $425 per month (or $4,500 annually for $600 discount)
Get Started: Register now to begin your Trusted Circle journey.
FAQ
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Discussions span professional, personal, and investment matters, with an emphasis on confidentiality and openness, including reflections, financial reviews, coaching, goals, and various recommendations.
Specific topics can include: Personal Investment Journeys, Case Study of Failures (financial, personal, etc), Strategic Philanthropy, Wealth and Wellness, Estate Planning Insights, Family Dynamics, Risk Management, Wealth Preservation, Philanthropic Strategies, Alternative Asset Allocation Analysis, Retirement Planning, and more.
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All meetings start with asking every member to spend a few minutes on reflecting and sharing what are the most important Top of Mind personal, financial and family related updates from the last month.
This is followed by two ~one hour explorations or workshops that might dive deeper into an insight from the Top of Minds as well as a structured review (i.e. financial allocation review, investment decision, personal health, career next steps, etc).
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Consistent attendance is crucial. Missing more than one meeting per year will lead to an impaired experience.
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Members can join various Trusted Circles based on interest. If your current circle isn't a fit, you can request a change.
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In the U.S., training should be relevant to your current work or business, according to IRS guidelines. Trusted Circles is designed to improve your skills as a business leader, which often aligns with this requirement. To be sure about its eligibility as a tax-deductible business expense in your specific case, consult your tax preparer or advisor because tax rules can be complex and unique to each business.