Insights

Private Wealth Forum NYC Recap

What an incredible night at the Private Wealth Forum in New York City.

We brought together a packed room of business owners, investors, entrepreneurs, and high-income earners inside Central Park Tower, the tallest residential building in the world, for an evening focused on one thing: building, growing, protecting, and preserving wealth.

Over great conversations, cocktails, wine, and appetizers, we created something that’s becoming increasingly rare: a room where successful people could openly share ideas, ask questions, and learn from trusted experts in a transparent environment.

A huge thank you to our incredible speakers:

Antar P. Jones, a Brooklyn Trust & Estate Attorney shared valuable insights on estate planning, trusts, asset protection, and how to ensure your wealth is passed on according to your wishes while protecting your family and legacy.

Farrell Liger, Wealth Advisor walked us through wealth-building strategies, including IPOs, pre-IPO investing, alternative investments, stocks, and the importance of creating intentional wealth goals instead of simply accumulating assets.

Emma Liger Zelaya, CPA & Tax Strategist delivered practical tax strategies that business owners can implement to reduce taxes, structure their businesses more effectively, and keep more of what they earn.

What made the evening so special wasn’t just the presentations, it was the conversations.

The audience asked thoughtful questions, challenged ideas, shared experiences, and made meaningful connections. New relationships were formed, opportunities were created, and everyone walked away with practical strategies they could apply immediately.

One comment I heard several times throughout the night really stuck with me:

“A lot of this information is usually gatekept. You either have to pay a fortune to access it or hope you find the right advisor.”

That’s exactly why we created the Private Wealth Forum.

Our mission is to create a trusted community where ambitious professionals can have honest conversations about wealth—how to earn it, grow it, protect it, and pass it on—with transparency and without the barriers that often surround financial education.

This is about more than investing.

It’s about making smarter financial decisions, understanding tax strategies, protecting your business and assets, exploring investment opportunities beyond traditional stocks and bonds, and surrounding yourself with people who are committed to building generational wealth.

And now… we’re headed to Miami.

If you’re a:

  • Business owner
  • Accredited investor
  • Real estate investor
  • High-income earner
  • Or someone serious about building long-term wealth

…you’ll want to be in the room.

The Private Wealth Forum Miami waiting list is now open, and we’d love to have you join us.

📍 Register here: https://miami.ligerzelaya.com/ 

Thank you to everyone who joined us in New York and helped make the evening such a success. We’re just getting started, and I can’t wait to see what we build together in Miami.

Miami, we’re coming for you.