Private wealth strategy sessions for high-earning investors and families who want to keep more of what they’ve built and pass on a stronger legacy.
Protect your life savings from today's market volatility, taxes, inflation and predicted market correction!
Join us for a curated, private discussion for individuals who have already built significant wealth and want to ensure it is structured, protected, and positioned for the next generation.
We break down advanced estate, tax, and wealth strategies normally reserved for top-tier private clients — delivered in a clear, intelligent, and approachable format.
Who This Is For
This series is designed for:
• Entrepreneurs and professionals with seven-figure and eight-figure portfolios
• Investors preparing for capital gains events or liquidity events
• Families who want to transfer more wealth to their children with greater efficiency
• Individuals planning a business exit in the next 2 to 10 years
• Anyone who wants to protect a lifetime of work and leave a lasting legacy
If you’ve worked hard to build your wealth and want to preserve it with precision, you are in the right room.
Why These Strategies Matter
Most people accumulate wealth without ever structuring it.
And the wealthiest families understand something critical:
Wealth unprotected is wealth at risk.
Wealth unstructured is wealth diminished.
Wealth unmanaged is wealth that erodes across generations.
We cover advanced tools that help:
• Protect assets from unnecessary tax exposure
• Increase the amount your children and heirs actually receive
• Reduce capital gains impact when selling investments or a business
• Avoid forced liquidations
• Preserve liquidity while expanding coverage
It’s the blueprint wealthy families use to stay wealthy.
Private. Focused. Limited.
Each meetup is intentionally small to ensure clarity, personalized discussion, and discretion.
Reserve your seat for your preferred city.
December 7, 2025
Dubai, UAE
December 9, 2025
Las Vegas, NV
December 13, 2025 4pm
Salute! On The Beach
Key West, Florida
December 15, 2025 5pm
Bay 13 Brewery and Kitchen
Miami, FL
December 16, 2025
Fort Lauderdale, FL
December 27, 2025
Denver, CO
December 29, 2025
Dallas, TX
January 6, 2026
Cancun, Mexico
January 11, 2026
San Diego, CA
January 15, 2026
Burbank, CA
January 15, 2026
Los Angeles, CA
January 15, 2026
Beverly Hills, CA
