High-Net-Worth Peer Advisory Groups for Guidance and Accountability
Join Trusted Circles, high-net-worth peer advisory groups where individuals confidentially unite to navigate life's challenges and investment opportunities, fostering growth through peer wisdom.
Apply for Membership to Learn More.
Monthly Peer Advisory Groups Built Around Your Life Stage and Net Worth
Build your personal board of directors through Trusted Circles. These intimate groups of 6-8 members engage in confidential monthly 3 hour peer meetings, offering diverse perspectives on personal challenges, investment strategies, and life transitions. Tailored to various life stages and net worth profiles, each circle provides meaningful interactions and guidance, with a combination of Zoom-based and in-person interactions.
Benefits of Joining High-Net-Worth 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.
Access insights in high-net-worth investments.
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
Eligibility and Expectations
Exclusivity: Trusted Circles are exclusively available to Long Angle members only.
Commitment: Members are required to commit to a minimum of six months, with attendance mandatory for the first two meetings. This commitment involves regular attendance at meetings, upholding complete confidentiality, and maintaining impartiality.
Participation Fee: Members joining a Trusted Circle must agree to prepay the participation fee for a six-month period.
Get Started: Apply now to become a Long Angle member and inquire within about beginning your Trusted Circle journey.
FAQ
-
Consistent attendance is crucial. Missing more than one meeting per year may lead to a vote on your continued participation.
-
Members can join various Trusted Circles based on interest. If your current circle isn't a fit, you can request a change.
-
Discussions span professional, personal, and investment matters, with an emphasis on confidentiality and openness, including reflections, financial reviews, coaching, goals, and various recommendations.
-
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.
From Our Members
-
![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.”
-
![]()
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!”
-
![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."
-
![]()
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.”
-
![Bill May, Co-Founder at Quip, standing with arms crossed.]()
Bill May
Co-Founder, Quip
“At Long Angle, I've been able to learn from from niche experts and their deep knowledge completely outside my domain.”
-
![Sharon Powills, COO at Hello Mainland, smiling in comfortable attire.]()
Sharon Powills
COO, Hello Mainland
“From casual chats to deeper conversations, Long Angle fosters genuine connections. Truly invaluable!”
-
![Adrian Constantin, Founder/CEO at Contuvo, wearing glasses and professional attire.]()
Adrian Constantin
Founder/CEO, Contuvo
“The Long Angle community helped me learn about new investment opportunities, improve my wealth management skills, and build friendships with successful, engaged, highly intelligent people.”
-
![Rupal Patel, Ex-CIA, 2x CEO, wearing business professional attire and smiling.]()
Rupal Patel
Ex-CIA, 2x CEO
“Since joining Long Angle, I've gotten so much tangible value from the community on personal and professional issues. It's a group of genuine people eager to help each other.”
-
![Max Shevyakov, CEO of BorrowLenses (acquired by Shutterfly), smiling in collared shirt.]()
Max Shevyakov
CEO of BorrowLenses, acquired by Shutterfly
“A great source for unbiased info, meeting like-minded folks and fellow accredited investors. This community is the place!”
-
![Heather Redman, Managing Partner at Flying Fish Partners, smiling in professional attire.]()
Heather Redman
Managing Partner, Flying Fish Partners
“Watching Long Angle address the whole person and continuously expand into new areas of knowledge sharing and community building is remarkable. It's a stellar example of how to do it right.”
-
![Joe Schipani, Managing Partner at Cross/Section and Cross/Section Capital, smiling in a suit and tie.]()
Joe Schipani
Managing Partner, Cross/Section and Cross/Section Capital
“Though I had some experience with M&A from my career, the community and opportunity to diligence deals was exactly what I needed to push me from consultant to sponsor. Long Angle genuinely changed the trajectory of my career and life.”
-
![Emre Akkas, M&A Advisor and Startup CEO Coach, smiling in a blue shirt.]()
Emre Akkas
M&A Advisor, Startup CEO Coach
“Joining Long Angle opened doors to exclusive investments and connected me with other industry leaders. The caliber of individuals within the community is exceptional, fostering an environment where valuable connections can be made.”
-
![Dilip Krishnan, Senior Staff Research Scientist at Google, smiling in glasses and red shirt.]()
Dilip Krishnan
Senior Staff Research Scientist, Google
“Long Angle is my go-to for asking candid questions and sharing insights without judgment; a community where curiosity meets understanding.”
-
![Claudio Brasca, Management Consultant, smiling in professional attire.]()
Claudio Brasca
Management Consultant
“Long Angle provides access to top-tier and emerging investment managers, otherwise unavailable to investors like us. And I really value the rigorous member-led due diligence and the low-cost SPV structure.”
-
![LP Peterson, Senior Technical Program Manager at Sibros, smiling in blue coat.]()
LP Peterson
Senior Technical Program Manager, Sibros
“Long Angle has surprised and delighted me in so many ways, but my favorite is the community: helpful, non-judgmental, and super fun to hang out with!”
-
![Ronnie Gou, Real Estate Investor, smiling in a blue collared shirt.]()
Ronnie Gou
Real Estate Investor
“After early retirement, Long Angle helped me re-establish a community with like-minded friends, aligned in finance, family, and health goals.”
-
![Arthur Johnson, Real Estate Investor, smiling in professional attire.]()
Arthur Johnson
Real Estate Investor
“I'm consistently impressed by Long Angle's proprietary deals, breakout discussions on relevant topics, and invaluable networking experiences at their in-person events.”
-
![Kim Edwards, Traveler & Investor, Retired (ex-Amazon, Wayfair, Walmart), smiling in a dark shirt.]()
Kim Edwards
Traveler & Investor, Retired (ex-Amazon, Wayfair, Walmart)
“In retirement, Long Angle has allowed me to find a community of like-minded people and stay connected with peers in my former industry.”
-
![Clint Hedin, Entrepreneur, smiling in a blue collared shirt.]()
Clint Hedin
Entrepreneur
“Long Angle offers a diverse community, enabling new connections and enlightening conversations.”
-
![Elliott Brossard, Principal Software Engineer, smiling in a dark shirt.]()
Elliott Brossard
Principal Software Engineer
“Long Angle has been invaluable for topics like insurance, taxes, estate planning, and travel, in addition to providing well-vetted alternative investments for member consideration.”
-
![Aamir Virani, Angel Investor and Product Executive, smiling in a gray collared shirt.]()
Aamir Virani
Angel Investor, Product Executive
“Honest, trusted discussion for high-net-worth folks. I go to Long Angle daily for everything from investment to travel to health advice!”
Leverage Peer Insights:
Join Our High-Net-Worth Network and Community
Access a diverse network of like-minded individuals for confidential discussions, engage in live events and workshops, join expert-led peer advisory groups, and explore exclusive opportunities in private markets.
