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 Fallows
Tad 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 Us
If 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