What really changes when your net worth jumps from $1 million to $10 million, and beyond? In this episode, Tad Fallows shares rare, data-driven insights from thousands of first-generation wealth creators navigating tax strategy, alternative investing, estate planning, and life after liquidity. Listen now to learn how sophisticated investors think beyond Wall Street.

Key Takeaways To Listen For

The real financial challenges that appear after a major liquidity event
How Long Angle pools capital to access top-tier private investments
Music royalties explained: predictable cash flow from intellectual property
Why private credit and energy stand out for consistent income
Practical tax strategies wealthy investors actually use, and what to avoid

Resources/Links Mentioned In This Episode

Unconventional Success by David F. Swensen | Kindle and Hardcover
Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin | Kindle, Paperback, and Hardcover

About Tad FallowsTad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad's background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.

Connect with Tad

Website: Long Angle
Podcast: Navigating Wealth Podcast | Apple Podcasts and Spotify
LinkedIn: Tad Fallows | Long Angle

Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith's social media pages

LinkedIn: Keith Borie
Investor Club: Secret Passive Cashflow Investors Club
Facebook: Keith Borie
X: @BoboLlc80554