High-Net-Worth Peer Advisory Groups

Join Trusted Circles, where 6-8 high-net-worth individuals unite monthly to tackle personal and professional challenges. Engage in open dialogue, share insights, and receive tailored advice from peers with similar goals.

Long Angle is a private, vetted community of 5,000+ high-net-worth individuals, offering peer insights, authentic relationships, and access to curated investment opportunities.

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

From Our Members

Benefits of Trusted Circles Peer Advisory Groups

Trusted Circles connect high-net-worth individuals on similar paths. Engage in confidential, open discussions, understand shared challenges, and thrive in an accountability-focused environment.

As a member of a Trusted Circle, you will…

  • Receive valuable peer feedback to refine strategies and make informed decisions.

  • Grow your network with influential connections.

  • Build trust with advisors for diverse, insightful discussions on challenges.

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

Curated Circles for Every Journey

  • 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.

  • 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.

  • 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.

  • Exec Mothers

    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.

  • 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.

  • 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

  • Full Time Investors

    Typically focused on maximizing returns from property investments, both residential and commercial. Constantly evaluating opportunities for growth, risk management, and diversification.

  • 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.

Build your personal board of advisors today.