
Revolution Group’s Exclusive Tax Event Helps Ultra-Wealthy Maximize Wealth
Revolution Group’s tax event provided ultra-wealthy individuals with expert strategies to optimize wealth and minimize tax burdens.
“This is a very timely topic, being that we are in tax season, of course,” said Ryan Fleischer, Founder and CIO of Revolution Group. “At the end of the day, we generally work with people who have complex issues and complex situations—they get our best deals.”
An Evening of Exclusive Financial Strategies
The invitation-only event featured a structured yet engaging agenda designed to provide attendees with actionable tax and investment strategies tailored to their unique financial situations:
4:30 PM – Cocktail & Conversation – Attendees had the opportunity to connect with like-minded entrepreneurs, business leaders, and high-net-worth individuals.
5:00-6:30 PM – Dinner, Dessert, and Tax Discussion – A deep dive into 12 Ways to Keep More of What You Earn and Grow Your Wealth, led by Revolution Group’s expert advisors.
Fleischer, a former lead portfolio manager at one of the world’s largest family offices, emphasized the firm's commitment to delivering a 7-10x leverage value compared to other financial firms. “Revolution stands for marked change. We are here to change an industry that has historically set a very low bar,” he added.
A Vision for the Future of Wealth Management
Founded with the mission of bringing billionaire family office level services to entrepreneurs, business owners, and multi-generational families, Revolution Group integrates tax planning, wealth management, and investment strategies under one roof.
By leveraging proactive, year-round financial guidance, exclusive investment access, and a complete team approach, the firm empowers clients to optimize their financial outcomes. With a focus on tax-efficient portfolio construction, estate planning, and business exit strategies, Revolution Group continues to redefine wealth management for the ultra-affluent.
Continuing the Conversation
Following the success of the Tax Planning for the Ultra-Wealthy event, Revolution Group plans to host additional high-impact discussions throughout the year.
“We’re not just here to manage wealth; we’re here to revolutionize the way successful individuals and families think about their financial futures,” Fleischer stated.
About Revolution Group
Revolution Group is an employee-owned, REAL FIDUCIARY™ STANDARD tax and wealth management firm dedicated to helping high-net-worth individuals, business owners, and multi-generational families optimize tax and wealth strategies. Through an integrated approach combining tax planning, portfolio optimization, and estate structuring, the firm provides bespoke financial solutions once only available to billionaire families.
For more information or to schedule a consultation, visit www.revgroupllc.com or contact (402) 933-3371.
Sara Tippery
316 Strategy Group
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Distribution channels: Banking, Finance & Investment Industry
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