The After-Tax Advantage
The After-Tax Advantage
Strategies for Building, Preserving & Transferring Wealth
Join Private Advisor Group and a16z Perennial, Andreessen Horowitz’s multifamily office, for an exclusive evening in SoHo discussing one of the most important aspects of building significant wealth: What You Keep After Taxes.
WHAT TO EXPECT:
The discussion will feature:
Brad Dillon, Head of Estate & Tax Strategy at a16z Perennial, Andreessen Horowitz’s multifamily office. He works closely with founders and entrepreneurs as they build, scale, and navigate significant liquidity events. The team provides strategic guidance across estate and tax planning, investments, philanthropy, and multigenerational wealth planning, helping founders and families preserve, manage, and transfer wealth over the long term.
AJ Kletkin, Private Wealth Advisor at Private Advisor Group, a $45 billion Registered Investment Advisor ranked #4 on Barron’s 2025 Top 100 RIA Firms list. He provides high-net worth clients with access to institutional investment resources, alternative investment access, and advanced planning capabilities to support sophisticated and comprehensive wealth management strategies with a focus on tax compression.
Akash Magoon, CEO of Adonis, an AI-powered healthcare technology company transforming revenue cycle operations for healthcare providers. A repeat founder and Forbes 30 Under 30 honoree, he brings firsthand experience raising venture capital, scaling high-growth companies, and navigating the complex financial decisions entrepreneurs face as their businesses and personal wealth grow.
The discussion will be moderated by Adon Vanwoerden, Founder and CEO of Macro Edge Advisory Group, an independent affiliate of Private Advisor Group. Previously, he managed more than $4 billion in client assets as a Senior Vice President and Investment Strategist at Neuberger Berman. He brings extensive experience in portfolio construction, asset allocation, and institutional investment strategy.
Together, they will discuss how founders, executives, and business owners can take a more coordinated approach to tax-efficient investing, tax compression, liquidity planning, and estate and wealth transfer strategies.
Following the half-hour fireside chat, guests are invited to stay for an evening of cocktails, food, music and mingling.
Date: September 24, 2026, 6 pm
Location: 704 Broadway, New York, NY, 10003, Fl 3
Dress Code: Business attire
SCHEDULE:
6:00 pm doors open
6:30 - 7:00 pm panel
7:00 - 9:00 pm Q&A, food, open bar, mingling
Attendance is limited to those registered and approved, and names will be checked at the door.
Curated by Caliber Production - We manage exclusive events connecting investors, founders and business leaders through ideas, access and opportunity.
Disclosures
Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. Awards for previous years reflect data from July 1 of the preceding year to June 30 of the year of the award. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Please remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received – please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
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