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

By Robert Frank — CNBC Squawk Box, November 6, 2025

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 on-air segment highlights shifts in how high-net-worth families allocate time, money, and attention — with growing emphasis on health, family support, and personalized services over traditional financial providers.

The discussion reinforces Long Angle as a trusted source of data and perspective on high-net-worth financial behavior.

Watch the Full Segment »

The Long Angle Team

Scott Nixon is a Long Angle team member in the San Francisco Bay Area, with over a decade of experience in leading growth and operational strategies alongside founders and executives. He has successfully assembled top-tier teams for venture-backed companies, and managed a post-exit integration into a Fortune 100 company.

Connect with Scott Nixon on LinkedIn. If you are interested in learning more about Long Angle membership, click here.

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