Learn how your high net worth peers are dealing with the same issues you are.

Confidentially share and get counsel on the professional and personal issues you're grappling with.

High Net Worth individuals join us and are placed into groups of 6-10 peers who — with us facilitating and moderating — meet every month.

Each Member agrees to maintain the confidentiality of the group, and share their experiences and wisdom.

Over time, they become an objective Board of Advisors for each other.

What is Discussed

We discuss a range of issues;

Investment Opportunities

Raising Good Children

Passing $ Along

Money Management

Philanthrophy

Taxes

Travel

Retirement

Health

Membership Benefits

Self-Governed

Members set their own Agenda for Meetings and Events.

Find Partners

You may be looking for a partner for an investment. Peer high net worth Members may well help.

Limited Size

This Group is limited to 10 Members [which faciliates deep discussions.]

Networking

Access to an exclusive network of peers you can call on for help with your interests.

Learning

Learn how high net worth peers address and solve — or maybe don’t solve — problems similar to yours.

Minimize Mistakes

Discuss your plans with peers and get their feedback before you make your move.

What we look for in Members

We look for Members who not only have the capital, but also who will be stringent in keeping our confidences, who will attend and participate in our meetings, and who have the desire to help fellow Members. Our primary focus in not on capital growth or preservation. It’s on family issues.

Senior Management of Large Companies Trust Angell

To learn more, contact us at:

info@angellco.com