A 529 plan for estate planning can help reduce taxable estate, grow wealth tax-free, and provide a financial legacy. 

Oil and gas investing can bring strong returns but also requires careful planning and due diligence.

Family office structures include Single-Family Office (SFO), Multi-Family Office (MFO), and Virtual Family Office (VFO).

Minimizing state planning transfer tax requires strategically leveraging exemptions, deductions, and trusts.

Charitable giving strategies allow high-net-worth individuals to give back in a tax-efficient way.

Knowing how to invest in gold (including physical, ETFs, and stocks) means balancing risk, liquidity, and tax considerations.

Impact investing generates returns and grows wealth while also supporting important causes.

Are wealth advisors worth it? The question depends on an investor’s needs, goals, and interest in self-managing.

The right crypto portfolio allocation strategy requires careful consideration of goals and risk tolerance.

The 2024 annual Long Angle retreat brought together over 150 members of the high-net-worth community.