In the Media

The Long Angle Team 11/8/25 The Long Angle Team 11/8/25

Millionaires Value Their Trainers and Therapists Over Wealth Advisors

CNBC published a feature based on Long Angle’s 2025 Professional Services Study, highlighting how millionaires rate their trainers, therapists, childcare providers, and personal wellness professionals higher than wealth advisors, accountants, and estate planners.

The Long Angle Team 11/6/25 The Long Angle Team 11/6/25

How the Wealthy Manage Money: Here’s What to Know

Robert Frank appeared on CNBC’s Squawk Box to discuss insights from Long Angle’s latest research on how the wealthy are navigating financial planning, professional services, and personal well-being.

The Long Angle Team 6/24/25 The Long Angle Team 6/24/25

Range and Long Angle Partner to Expand Access to Alternative Investments

Washington Business Journal spotlights how Long Angle and fintech Range are collaborating to open institutional-grade alternative investments to a broader base of high-net-worth investors.

The Long Angle Team 4/10/25 The Long Angle Team 4/10/25

Buy the Dip or Skip?

CNBC’s Inside Wealth showcased Long Angle’s April 2025 flash survey of 350 high-net-worth investors, revealing that most are waiting for a steeper market correction.

The Long Angle Team 10/14/24 The Long Angle Team 10/14/24

A Fresh Look at High-Net-Worth Spending and Saving

InvestmentNews highlights findings from Long Angle’s 2024 High-Net-Worth Income & Spending Report, revealing how affluent households save 63% of post-tax income and spend primarily on housing, travel, and childcare.

The Long Angle Team 8/5/24 The Long Angle Team 8/5/24

Behind the Scenes of a High-Net-Worth Investor with Tad Fallows

Tad Fallows joins Top Traders Unplugged to discuss Long Angle’s approach to asset allocation, private markets, trend following, and conviction-sized positions.

The Long Angle Team 4/17/24 The Long Angle Team 4/17/24

Private Equity with Matt Shechtman

Matt Shechtman joins Ravi Gupta on Lost Debate to discuss how private equity compares to venture and public markets, its expanding role in healthcare and childcare, and where the industry is heading next.

The Long Angle Team 2/27/24 The Long Angle Team 2/27/24

The Richer You Are, the Fewer Stocks You Own

CNBC Wealth Editor Robert Frank cites Long Angle’s 2025 High-Net-Worth Asset Allocation Report showing how ultra-wealthy investors hold fewer stocks and more private equity, real estate, and alternatives.

The Long Angle Team 6/23/23 The Long Angle Team 6/23/23

The Network Effect: Unveiling The Power Of Networking In Family Offices.

Forbes highlights Long Angle among leading global family office and investor communities redefining networking, collaboration, and shared deal flow.