Real Estate’s Role In Wealth, Tax And Legacy Planning

By Michael Shawn — Forbes, July 16, 2026

Real Estate’s Role In Wealth, Tax And Legacy Planning
Forbes cites Long Angle’s 2026 asset allocation research in examining the role of real estate in high-net-worth portfolios.

In this Forbes Finance Council article examining real estate’s role in wealth, tax and legacy planning, Long Angle’s 2026 High-Net-Worth Asset Allocation Study is cited alongside research from UBS to illustrate how wealthy investors are allocating capital beyond public markets.

The article highlights Long Angle’s finding that high-net-worth investors allocate 28% of their portfolios to private and alternative assets, including 10% to real estate, as part of a broader discussion on diversification, income, tax planning and long-term wealth preservation.

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