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Strategic Wealth Confluence

Guests: 35

Profile: High-level attorneys, CPAs, tax advisors & business managers, UHNWI, Family Members

This was a special invitation on behalf of Nuri Katz of Apex Capital Partners Corp and Brad Barros of Private Risk Partners for the Strategic Wealth Confluence private dinner on Monday, February 26, 2024, at 6 PM PST.

​This OPULENCE special event is produced by LACG with your dinner hosts, Kathleen Tepley of Los Angeles Consulting Group and Heath Goldman of ICON Wealth & Legacy Partners.

​The event is for those deeply engaged in wealth preservation, legacy, and risk management, covering financial and political landscapes. The event was strictly for thought leaders, family offices, high-level attorneys (immigration, tax, estate planning), business managers, CPAs, and tax advisors.

About our sponsors:

Mr. Nuri Katz, founder of Apex Capital Partners, is an acknowledged global leader in the investor immigration and residency planning industry. Mr. Katz is a licensed member of The College of Immigration and Citizenship Consultants, the governing board of Canadian immigration consultants, and serves as a consultant to governments and individuals worldwide on matters of citizenship by investment and tax policy. Based on the Island of Antigua, Mr. Katz’s opinion on international financial and personal diversification can be seen in leading media such as Reuters, Bloomberg, CNN, Forbes, Fortune, and others.

Apex Capital Partners Corp is a full-service advisory multinational firm specializing in investment consulting and wealth management for a global, high-net-worth clientele. For more than two decades, APEX consultants have guided affluent individuals and their families through the complexities of foreign investing and obtaining second citizenship and residency.

Brad Barros, Partner at Private Risk Partners, brings over 35 years of leadership in risk mitigation, adept at resolving complex issues and pioneering industry advancements. His extensive experience includes founding and steering various life and casualty insurance entities, launching a global joint venture with a "Big 8" NYSE-listed CPA firm, and establishing two national consulting firms that offer customized strategies for AI risk management and sophisticated tax solutions tailored to family offices, high-net-worth individuals, and professionals in entertainment and sports.

​An alumnus of the University of Delaware, Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation.

Private Risk Partners, LLC (PRP) is a boutique consortium of esteemed experts providing specialized support to tax attorneys, CPAs, entertainment managers, and wealth advisors. With a focus on tax, insurance, asset protection law, private equity, risk management, and regulatory oversight, our independent team has fortified wealth across the US and globally.

Strategic Wealth Confluence emphasizes the critical role of diversification across various asset classes. Our goal is to provide valuable insights and facilitate connections among attendees committed to securing financial legacies.

Event Photos

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