How High-Net-Worth Families Invest Beyond the Balance Sheet
How 100+ multimillionaires spend, save, and prioritize what matters most.
Benchmark your household’s service spending against peers with $5–25M portfolios.
Learn why emotional well-being often outranks financial optimization.
See which services families are most likely to change — and which they’ll never give up.
Understand generational differences shaping how the wealthy live, work, and parent.
Download The Report Here
Every year, Long Angle surveys its private member community — entrepreneurs, executives, and investors with portfolios from $5M to $100M — to understand how they allocate their time, money, and trust.
The 2025 High-Net-Worth Professional Services Report reveals what today’s wealthy families value most, what disappoints them, and where satisfaction truly comes from.
From wealth management to wellness, from private schools to personal trainers — this study uncovers how the top 1% make choices that reflect their real priorities. You’ll see which services bring the greatest satisfaction, which feel merely transactional, and how spending patterns reveal what matters most to affluent households.
A Glimpse Inside the Report
Satisfaction Follows Meaning
Services that improve personal or family well-being — therapy, coaching, education — outrank those that simply maintain wealth or property.
Transactional Relationships Are Losing Loyalty
4 in 10 high-net-worth individuals are considering switching their CPA — not because of cost, but because they want strategic, proactive guidance.
Health and Self-Investment Trend Younger
Nearly 30% of those in their 40s work with a personal trainer or sports coach—proof that the next generation of wealth prioritizes mental and physical well-being.
What is Long Angle?
Long Angle is a private, vetted community for high-net-worth entrepreneurs and executives.
With more than 6,000 members—primarily self-made individuals between 30 and 55—Long Angle fosters confidential discussions on wealth management, investing, family, and life design.
Members share insights through private online forums, peer groups, and events—including exclusive access to institutional-grade investments with over $400M in committed capital.
Get the 2025 High-Net-Worth Professional Services Report
See how your spending, satisfaction, and priorities compare to your peers.
