The High-Net-Worth Investing Playbook: Lessons from $10M+ Portfolios with Tad Fallows

Artwork for podcast The Wealth Without Wall Street Podcast

25th December 2025 • The Wealth Without Wall Street Podcast • By Russ Morgan & Joey Muré

Have you ever wondered how the ultra-wealthy structure their investments to preserve and grow their wealth? In this episode, Tad Fallows, an expert in high-net-worth investing, joins Russ and Joey to discuss the strategies behind building $10M+ portfolios. Tad provides valuable insights into how top investors manage their wealth. He explains the mindset and practical steps that can turn passive income into substantial wealth, emphasizing the importance of strategic investing.

For anyone looking to achieve financial freedom and build generational wealth, Tad's guidance on navigating complex investment decisions and leveraging high-net-worth strategies is a must-listen. This episode is packed with actionable tips, inspiring listeners to rethink their approach to investing and pursue opportunities that go beyond traditional methods.

Whether you're an experienced investor or just starting out, Tad's advice can help you maximize your returns and optimize your portfolio for greater financial success.

Top three things you will learn:

-How high-net-worth investors manage and grow $10M+ portfolios with diversified strategies

-The mindset and approach that successful investors adopt to manage their wealth

-How to emulate successful high-net-worth investing techniques in their own financial strategies

About Our Guest:

Tad Fallows is the co-founder and Managing Director of Long Angle, a private peer community for very-high-net-worth (VHNW) entrepreneurs, executives, and professionals across 45 countries. He offers profound insights into the investment strategies employed by VHNW investors, the importance of networking within the community, and the unique challenges and opportunities they encounter on their wealth-building journey.

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

Connect with Tad Fallows:

-Website - LongAngle.com

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