You’re Invited
April 16th-17th, 2026
Private Wealth Summit
What to Expect
An exclusive, invitation-only gathering designed for families who want to align wealth with purpose, identity, and impact. Over two transformative days, you’ll experience curated conversations, world class insights, and meaningful connections. All in an environment of discretion and authenticity.
Day 1: Arrival & Connection
Private check-in and champagne welcome
Meet other invited families and thought leaders
Opening session to set the tone for a new era of wealth stewardship
An unforgettable multi-course dinner experience
Day 2: The Summit
Private breakfast and networking
A full day of dynamic sessions led by industry experts, covering:
Elevated investment strategies for affluent families
Alternative opportunities beyond traditional markets
Tax and estate planning insights for multi-generational wealth
Business exit strategies for owners navigating M&A trends
Interactive integration session: bringing clarity, purpose, and legacy into focus
Optional evening dinner excursions with speakers and peers
Where?
Why We Love The Ballantyne
The Ballantyne is one of those places that makes you pause the moment you walk in. Sunlight streams through big windows, the spaces feel airy and elegant, and everywhere you look there’s a little detail that makes it special. Outside, the grounds are lush and green: perfect for a quiet stroll or just taking in the view.
It’s the kind of place where you can slow down, savor the moment, and just enjoy being there. We can’t wait for you to experience it with us.
