Moving for Taxes: Is It Worth It?

We're seeing more headlines talking about tax policy driving relocation decisions among high earners. We polled 200 Long Angle members to understand how that's playing out in practice.

We asked two questions: whether they moved states or countries in the last five years, and whether they’re considering a move in the next five years with tax optimization in mind. 

On past moves, 18% previously relocated from a high-tax state (e.g., California, New York) or country to a lower-tax one. For future moves, the picture shifts: more than a third (37%) of respondents said they’re considering moving with taxes top of mind.

In our discussion forum, members emphasized that taxes matter but rarely drive the entire decision. Those who moved from high-tax states to places like Texas, Florida, or Nevada said quality of life, family, and lifestyle were equally important factors.

Still, once people made the move, the tax savings have been hard to ignore. Several noted they'd think twice before ever moving back to a high-tax state. 

The discussion is still happening inside Long Angle. Join here.

Have you ever wondered what others pay for home and lawn services? Or if they’re actually happy with them? 

Long Angle’s High-Net-Worth Professional Services Survey breaks down usage, costs, and satisfaction ratings of commonly used services. Six in ten HNW individuals have a housekeeper, and half pay for lawn care. Housekeeping is more expensive ($5K vs. $3K annually) but generates greater satisfaction.

It appears that lawn care delivers more convenience than value. The most common complaints point to issues of poor communication, low quality work, and costs. 

Housekeeping on the other hand has become a staple, with two-thirds of respondents employing a home cleaning service. Clients cite reliability, trustworthiness, and quality of work as the best traits of their housekeepers. 

Pool services, though less commonly used, deliver the highest satisfaction of the category (8 out of 10). Rental property managers are the most expensive ($10K) and have the lowest ratings.

For more insights on HNW services, access the full benchmark report.

Family offices manage wealth differently than most individual investors. 

According to CNBC's Family Office Portfolio Tracker, which draws on Addepar data from Q1 2026, the average family office holds roughly:

We recently published a deep dive on how single family offices work: Single Family Office: When It Makes Sense to Build One.

Family offices invest with a long-term focus, and private and alternative allocations rise materially at higher wealth tiers. A well-managed multi-generational portfolio sometimes calls for the team to do very little, particularly when the underlying positions have compounded across decades and a forced sale would create unnecessary tax friction. 

Patient, long-term focused capital is therefore a competitive advantage, with private investment deal flow coming through deep institutional relationships.

Read the full article linked above to learn more.

The 2026 Long Angle Annual Retreat will be held in September 2026 at Hyatt Regency Lost Pines, Cedar Creek, Texas, just outside Austin. The target attendance is 350 members. Spouses and partners are welcome and encouraged.

What’s included: lodging at Hyatt Regency Lost Pines Resort and Spa, all meals and refreshments, full programming including keynote sessions, fireside chats, panels, and workshops, Retreat Circles Live on the opening afternoon, and evening social activities.

The Retreat is open to Long Angle members. For those who are not yet members, you can take the first step and apply for membership. It takes less than 5 minutes.

Chris Bendtsen

Insights Lead, Long Angle

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