Invite Only · New York City · June 18, 2026
An invite-only wealth forum for NYC business owners and high-income earners
focused on sophisticated tax strategy, alternative investments & legacy protection.
Applications are reviewed before approval. Attendance is intentionally limited.
This evening is designed for individuals already operating at a high level — people who have built real income and are now focused on protecting and growing what they've earned. You'll be surrounded by business owners generating $1M+ annually, professionals earning $250K+, and investors focused on long-term wealth building.
Many successful individuals spend years building income but never develop the structures necessary to keep, protect, and multiply what they've built. This forum was created to change that.
Advanced strategies most CPAs never discuss — engineered specifically for high earners and business owners.
Pre-IPO, private markets, and non-correlated assets beyond traditional portfolios.
Trusts, asset protection, and generational wealth vehicles designed to last.
Advanced tax strategist helping business owners and high earners legally optimize and preserve wealth through sophisticated planning structures.
Independent wealth advisor specializing in alternative investments, public markets, and pre-IPO opportunities for high-net-worth individuals.
Focused on trusts, asset protection structures, and long-term legacy planning for high-net-worth families and business owners.
Hosted at Central Park Tower on Manhattan's legendary Billionaire's Row, this evening is intentionally designed to feel intimate, elevated, and unlike anything you've attended before.
Every attendee has been vetted. The conversations you'll have here are different from any room you've been in.
Face-to-face time with tax, investment, and estate experts — not a pitch deck, not a webinar.
An intimate environment with wine and appetizers, designed for real conversation among high-level individuals.
We are intentionally limiting attendance to maintain the quality of conversation and relationships inside the room. Applications are reviewed manually. Priority is given to established business owners, high-income professionals, and aligned strategic relationships.
Space is intentionally limited. Applications close when capacity is reached.
Applications are reviewed manually before approval. Approved guests receive a private registration link with event details and attendance confirmation instructions.