BEVERLY HILLS HOTEL

July 15th, 2025

Secrets of the Ultra wealthy unveiled

LEARN HOW THE ULTRA-WEALTHY PAY LITTLE TO NO INCOME TAX AND PROTECT THEIR ASSETS

Join Travis Allen, top CFO and former California Legislator, as he shares how you can have a Personal CFO and Family Office to minimize your tax liability and protect your assets with the strategies used by Jeff Bezos, Elon Musk, Warren Buffet, and Donald Trump.

SECURE YOUR SPOT

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Net Worth

Under $10 Million

$10 Million - $50 Million

$50 Million+

TESTIMONIALS

Travis Allen Success Stories

“I'm paying zero income tax legally”

"Travis showed me a whole new world where we could legally pay far less taxes—he brought me to Puerto Rico, and now I’m paying 4% corporate tax and zero income tax. It’s unbelievable. One year later, it’s been absolutely wonderful."

- Steve G.

“We've now avoided an eight-figure tax bill—twice.“

"We just sold our business and faced a huge tax bill. Travis helped us navigate the sale and completely eliminate the taxes. Instead of paying, we reinvested and grew our net worth. We've now avoided an eight-figure tax bill—twice."

- Scott and Melissa

“Cut My Taxes From hundreds of thousands to ZERO“

"Travis cut my taxes from hundreds of thousands a year to zero. Even my CPA, who’s been doing this for 20 years, was speechless. She had never seen or heard of the strategies we used."

- Ryan V.

“Kept more of our money“

"Travis helped us keep far more of our money instead of losing it to taxes."

- Eric C.

“Knew deductions my CPA didn’t”

"Everything he’s teaching me, I had no idea—even my accountant didn’t know. It’s all legal, and I’m finally getting the deductions I’m entitled to."

- Bruno L.

“Travis is helping lower our tax“

"Travis is helping us reposition our real estate portfolio, increase our yields dramatically, increase our cap rate across our portfolio, and lower our tax."

- Don and Chris

“Guidance that changed everything“

"Travis has a way of putting things and communicating things so that anybody can understand it."

- Dr. Bobby

“Reduced our capital gains taxes“

"Travis has helped us lower our taxes by hundreds of thousands of dollars and has been a great resource for asset protection and business planning."

- David J.

“Profits went up significantly“

"I came across Travis-everything he talked about—lowering taxes, streamlining our business, increasing profits—was exactly what we needed. Since working with him, our profit margins have gone up and our company runs far better."

- Michael C

“Smart strategies with lasting impact“

"He caught things we never would have thought of—he protects the money before there’s a problem."

- John N.

“Informed, steady, and strategic”

"His knowledge and his experience... assured me that I was doing the right thing."

- Mike and Melissa

“Always has the right strategy”

"Having Travis on your team is like having that coach that constantly believes in you… he’ll kind of coach you into what the better odds are."

- Alex M.

GOT MORE QUESTIONS?

Frequently Asked Questions

What will I gain from this event?

You're going to learn knowledge that the ultra wealthy have to minimize their taxes and protect their assets. The same information used by Donald Trump, Warren Buffet, Jeff Bezos and many other Ultra Wealthy individuals.

Is this event suitable for my profession?

This event is for any wealthy individual that is looking to learn and use the same benefits the ultra-wealthy use to pay little to no tax and protect their assets.

What is the event schedule?

This event is scheduled for July 15th, 2025 in Beverly Hills from 6pm to 8pm.

Can I just talk to Travis one-on-one instead of going to an event?

Private consults with Travis are reserved for attendees of the event — it's how we keep the quality high and ensure everyone we speak with is serious and informed. This evening is the gateway. It's intimate, strategic, and built to filter out fluff. If you're the right fit, you'll have a clear opportunity to go deeper after.

Can I get a recording instead?

We're not recording this one — the room is meant to be private and off-record so we can go deeper than most public sessions allow. That's part of what makes it so effective for the type of conversations we'll be having.

LEGAL

Travis Allen served in the California Legislature from 2012-2018. As a State Legislator, he was Vice Chairman of the Banking and Finance Committee, Vice Chairman of the Jobs, Economic Development, and the Economy Committee, and the Vice Chairman of the Public Employment and Retirement Committee

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