The Only Room Where Nobody Wants Your Money.
Join a curated, private advisory group of high-net-worth peers. No sales. No noise. Just unbiased experience.
Membership Requirements
Confidentiality: Members commit to discretion, ensuring a secure environment.
Non-Solicitation: Our culture prohibits promoting personal financial interests.
Qualifying Candidates: We welcome applicants with $2.2M+ in investable assets.
No Membership Fees: It’s free to join Long Angle. Optional fees apply for Trusted Circles peer advisory groups and investment participation.
Apply for Membership
Success Creates Complexity. Don't Navigate It Alone.
You manage your business with rigorous governance, KPIs, and expert counsel. But when it comes to your personal wealth (estate planning, tax strategy, and asset allocation) you are often "winging it" or relying on disjointed advice from vendors who want to sell you products.
As your net worth scales, so do the stakes. The decisions you make now regarding liquidity events, generational transfer, and diversification define your legacy.
Is your personal governance living up to your professional standard?
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.
A Long Angle Trusted Circle is a carefully matched group of 6-10 high-net-worth individuals who meet regularly to pressure-test decisions, share hard-won insights, and hold each other accountable.
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Retired Early
Individuals who have retired early, typically 'FatFIRE'd through aggressive wealth accumulation. Enjoying the fruits of their financial success, and still seeking meaningful ways to invest their time and money.
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UHNW+
At least $25M+ Net Worth, who have achieved significant financial success (usually post-exit founders) and are now searching for deeper meaning, often through philanthropy, social impact, or personal reinvention.
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Entrepreneurs / Owners
Business executives/owners or founders actively building, scaling, or managing a business, whether it’s a small-to-mid-sized operation or a rapidly growing enterprise - across all stages of journey and industries.
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Executive Mothers
Women juggling high-powered careers or business ownership while raising children. They are seeking support in finding balance and managing wealth that secure their family’s future and their personal ambitions.
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High Earning Professionals
Individuals working as professionals (tech, medical, finance, etc) or corporate executives. Often face the challenges of managing substantial compensation packages, while balancing demanding careers.
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Second Generation
Individuals who have inherited wealth. They are focused on preserving and growing their family’s wealth, while managing the responsibilities that come with generational affluence
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Full Time Investors
Typically focused on maximizing returns from property investments, both residential and commercial. Constantly evaluating opportunities for growth, risk management, and diversification.
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General
Any member, looking for peer support in managing their wealth, personal growth, and investment strategies across a variety of disciplines and come from diverse backgrounds.
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
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![Bruce Ackerman, Founder of Printavo, acquired by Inktavo, smiling in a blue collared shirt.]()
Bruce Ackerman
Founder of Printavo, acquired by Inktav
“This group has been incredible to circulate thoughts around, get feedback, and just be with similarly-minded people. Also, Trusted Circles has been invaluable for gathering feedback for every direction. I’ve recommended so many people to join.”
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Nitzan Shapira
Co-founder and CEO at Epsagon, acquired by Cisco
“Joining Trusted Circles allowed me to meet like-minded people, share and discuss the challenges of wealth management and personal finance. I highly recommend it!”
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![Sandy Van, Esq., Owner of Van Law Firm Injury and Accident Attorneys, smiling in business attire.]()
Sandy Van, Esq.
Owner of Van Law Firm Injury and Accident Attorneys
"I deeply appreciate Long Angle and its diverse, accomplished community, engaging in discussions on taxes, investments, and more. In our Trusted Circles forum, I regularly engage with these remarkable individuals, finding them truly interesting."
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Andrew DiFeo
Managing Partner, Hyundai of St. Augustine
“My Trusted Circle group has quickly become my personal Board of Directors. The group has helped me grow both personally and professionally. I look forward to continued collaboration and growth for many years to come.”
Build your personal board of advisors today.
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
FAQ
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Consistent attendance is crucial. Missing more than one meeting per year may lead to a vote on your continued participation.
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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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Discussions span professional, personal, and investment matters, with an emphasis on confidentiality and openness, including reflections, financial reviews, coaching, goals, and various recommendations.
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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.
