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How High-Net-Worth Families Invest Beyond the Balance Sheet
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.
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.
See how your spending, satisfaction, and priorities compare to your peers. Download the report here.
Readers,
Welcome to The Starting 5 Newsletter! The 30 Second Newsletter with stocks, motivation, and tunes! Hope you enjoy!
1. Stock Performance 📈
DIA: $472.92 ↓ 0.58%
NASDAQ Composite Index: 23,867.81 ↑ 0.60%
S&P 500 (SPY): $681.98 ↓ 0.01%
AMZN: $255.84 ↑ 4.76%
AAPL: $267.86 ↓ 0.93%
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Introducing The Warm-Up — the once-a-week newsletter breaking down the music behind the world’s top athletes.
Founded by two former Division I athletes, we’re not here to clutter your inbox — just one email a week with the pre-game playlists, locker room anthems, and go-to tracks that fuel champions and teams. Song-by-song, we show you what today’s top performers are listening to before they dominate.
It’s like having that teammate who always had the aux cord… now in your inbox.
Subscribe NOW — and level up your playlist.
2. Crypto Check-In 🪙
BTC: $105,653.00 ↓ 3.90%
ETH: $3,577.82 ↓ 7.04%
SOL: $166.77 ↓ 9.11%
LTC: $87.78 ↓ 10.77%
3. Motivation Of The Day 💭
“Action is the foundational key to all success.”
— Pablo Picasso
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4. Term Of The Day 📚
Cash Conversion Cycle (CCC)
📖Definition: The number of days it takes a company to turn cash spent on inventory into cash collected from customers. CCC = Days Inventory Outstanding + Days Sales Outstanding − Days Payables Outstanding
📊Why it matters: A shorter (or negative) CCC means the business recovers cash faster and needs less outside capital to grow; a long CCC ties up cash and increases financing needs
💡Example: A retailer holds inventory 40 days (DIO), collects receivables in 25 days (DSO), and pays suppliers in 45 days (DPO). CCC = 40 + 25 − 45 = 20 days. Improving terms to pay in 60 days would cut CCC to 5 days, freeing up working capital
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5. Song Of The Day 🎧
🎧Song: “Losing It” by FISHER
Genre: EDM
Why it hits: A relentless build and thumping drop that flips any mundane morning into go-mode—great for deep focus or a quick energy jolt
Introducing The Backup 5
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3. Personal Finance Tips - 1 tip a day to help with your personal finance needs
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The Starting 5 Team
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