BUSINESS
Build enterprises that create value, optionality and transferability.
October 8–9, 2026 Utah
BUILD TODAY. PROTECT TOMORROW. CREATE GENERATIONS.
Two extraordinary days bringing together the systems, practitioners and conversations behind wealth, business, health, relationships, family, protection, stewardship and legacy.
BUSINESS OWNERS
FOUNDERS
INVESTORS
FAMILY OFFICES
EXECUTIVES
PRACTITIONERS
NEXT GENERATION LEADERS
THE OBJECTIVE IS NOT MERELY FINANCIAL SUCCESS.
The objective is sustainable significance.
Wealth is more than what you have. It is what you build, protect, grow, enjoy, steward and pass forward.
WHY WE EXIST
We bring what is usually separated into one conversation.
Business, capital, protection, family, health, purpose and legacy do not operate in isolation. The Summit is designed to help you see how the pieces connect, when they matter, and what to ask before decisions become urgent.
CAPITAL
Understand ownership, liquidity, leverage, allocation and opportunity.
PROTECTION
Structure before risk, tax and legal events force the issue.
FAMILY
Prepare people, governance and leadership before responsibility changes hands.
HEALTH
Protect the physical and cognitive capacity behind everything you build.
PURPOSE
Align success with what actually matters.
LEGACY
Create systems, values and impact that continue beyond you.
THE PROBLEM
Success is complex.
Knowledge is fragmented.
Most people encounter one piece at a time: an accountant for tax, an attorney for entities, an advisor for investments, a physician for health, a specialist for succession.
Most advice comes in silos.
Major decisions are often made without the full picture.
Opportunity is missed because timing is misunderstood.
Value is built, but rarely aligned.
THE SOLUTION
See the whole system.
Make better decisions.
Integrated thinking. Exceptional practitioners. Practical frameworks. Real experience. Better questions.
FEATURED VOICES
Learn from people who have actually done the work.
The Wealth & Legacy Summit brings together practitioners, builders and advisors with experience forged in real decisions, real transactions and real consequences.
No pay-to-play stage. No product pitches. Substance, experience and application come first.
Relationships, Enterprise & Opportunity
Shawn Finnegan
Entrepreneur / Community Builder
THE QUESTION
What changes when you intentionally build the relationships, rooms and communities that create opportunity for everyone involved?
Building Wealth Through Enterprise
Seven Volpone
Enterprise Architect / Family Office Strategist
THE QUESTION
How do you recognize consequential change early, make better decisions under uncertainty, and build enterprises capable of adapting and enduring?
Tax, Structure & Asset Protection
Brad Molotsky
Opportunity Zone / Legal & Transactional Practitioner
THE QUESTION
How should investors and family offices evaluate Opportunity Zone strategies as long-term economic opportunities rather than simply tax-driven transactions?
Business Ownership & Strategic Planning
Mark Richards
Founder, Cool Hollow Financial & Cool Hollow Solutions
THE QUESTION
How can business owners clarify where they are going and turn that vision into a practical, actionable plan?
Clarity, Purpose & Legacy
Tyrone Foster
Entrepreneur / Strategic Advisor
THE QUESTION
How do you get clear on what actually matters so the businesses, relationships and legacy you build reflect the life you intend to create?
Coming Soon
Speaker Announcement
Additional Featured Voice
THE QUESTION
Additional speakers and practitioners will be announced as the 2026 program is finalized.
INTERESTED IN SPEAKING?
Bring something worth carrying forward.
We are inviting accomplished operators, practitioners, founders, advisors, authors and leaders to contribute meaningful ideas to The Wealth & Legacy Summit.
SEVEN CONVERSATIONS THAT MATTER
Explore the architecture behind a life of consequence.
01
THE ARCHITECTURE OF PURPOSE
Define purpose. Align wealth with what matters most.
02
ENTERPRISE ENGINEERING
Build valuable enterprises capable of compounding and transferring value.
03
THE BIOLOGY OF ACHIEVEMENT
Protect the physical and mental capacity to perform for decades.
04
FAMILY SYSTEMS DESIGN
Build communication, governance and responsibility across generations.
05
INSTITUTIONAL DEFENSE
Anticipate and manage legal, tax, financial and reputational threats.
06
DECISION ARCHITECTURE
Build better systems and processes for consistently better decisions.
07
THE ARCHITECTURE OF INFLUENCE
Create impact that outlives you and elevates others.
BEYOND THE STAGE
The most valuable conversations
don't always happen on stage.
The Wealth & Legacy Summit is designed around more than presentations. Private conversations, shared tables, introductions and unexpected connections are part of the experience.
THE WEALTH & LEGACY OPERATING SYSTEM™
A seven-stage journey from awareness to action.
01
AWAKENING
See differently. Challenge assumptions. Clarify what truly matters.
02
DISCOVERY
Understand where you stand. Surface assets, risk and opportunity.
03
CONSTRUCTION
Build the engine. Create value, scale, systems and optionality.
04
FORTIFICATION
Protect what you build. Reduce risk and strengthen resilience.
05
STEWARDSHIP
Prepare people. Build governance, communication and responsibility.
06
LEGACY
Create impact. Live your values. Build what continues.
07
BLUEPRINT
Design your plan. Take action. Build with clarity.
WORKING DINNER · OCTOBER 8 · 5:00–8:00 PM
BEGIN WITH THE RIGHT QUESTIONS.
- Arrival, Welcome & Curated Seating
- Opening Introduction — Shawn Finnegan
- Working Dinner Keynote — Shawn Finnegan
- Featured Keynote — Seven Volpone
- Guided Table Conversations
- Enterprise, Opportunity & Decision Frameworks
- Connections That Carry Into Summit Day
SUMMIT DAY · OCTOBER 9 · 9:00 AM–5:00 PM
BUILD. PROTECT.
CREATE GENERATIONS.
- Purpose, Clarity & Decision Architecture
- Business Ownership & Strategic Planning — Mark Richards
- Tax, Structure & Opportunity Zones — Brad Molotsky + Seven Volpone
- Enterprise, Capital & Wealth Creation
- Family Governance & Stewardship
- Health, Performance & Longevity
- Clarity, Purpose & Legacy — Tyrone Foster
- Succession, Leadership Transition & Impact
- The Wealth & Legacy Blueprint
THE COMPLETE EXPERIENCE
More than a seat in the room.
Your registration includes the complete Wealth & Legacy Summit experience, from the conversations on stage to the relationships built around the table.
Two-Day Summit Access
Full access to both days of keynotes, panels, conversations, workshops and experiences.
Panels & Workshops
Focused conversations designed to move beyond inspiration and into practical ideas and strategies.
Curated Networking
Intentional opportunities to connect with leaders, entrepreneurs, professionals and families.
Hosted Lunch
Lunch is provided as part of the Summit experience, keeping conversations and connections moving.
Dinner & Lounge Access
Continue the experience beyond the formal program through select evening dining and lounge experiences.
Pre-Summit Kickoff
Begin connecting with attendees, speakers and partners before the main Summit experience begins.
Wealth & Legacy Playbook
A personal framework for capturing insights, evaluating priorities and turning ideas into action.
Session Recordings
Post-event digital access to available recorded Summit sessions.
Premium Summit Collection
A thoughtfully selected collection of Summit materials and gifts created specifically for attendees.
A Premium Conference Experience
An intentionally curated environment built around exceptional content, hospitality, meaningful relationships and a limited audience.
You are not simply purchasing a seat.
Two days of ideas, relationships and experiences designed to influence what you build next and what you ultimately leave behind.
Request Access
THE VALUE OF THE ROOM
Access changes what's possible.
Knowledge matters. But so does proximity.
The Wealth & Legacy Summit creates an environment where founders, families, investors and exceptional practitioners can move beyond introductions and into meaningful conversation.
Sometimes one conversation changes how you structure a company, approach a transition, protect a family, evaluate an opportunity or think about the next twenty years.
Not just who is on stage.Who is in the room.
WHO WE BRING TOGETHER
The quality of the room matters.
Participation is curated to protect the candor, relevance and value of the experience.
Business Owners & Founders
Families & Family Offices
Investors & Capital Stewards
Practitioners & Advisors
Next Generation Leaders
PARTNERSHIPS
Help shape the experience.
The Wealth & Legacy Summit is building a select group of partners whose expertise, resources and values complement the people and conversations in the room.
Partnership opportunities are intentionally limited and designed around meaningful participation, not simply logo placement.
SELECT 2026 PARTNERSHIPS NOW AVAILABLE
ACCESS
Reach a curated room.
Connect with an intentionally selected audience of business owners, executives, investors, advisors, professionals and families.
AUTHORITY
Be part of the conversation.
Select partnerships may include conversations, workshops, experiences and opportunities to demonstrate meaningful expertise.
EXPERIENCE
Create something memorable.
Align your organization with hospitality, networking, dinners, lounges, attendee experiences and other meaningful Summit moments.
THE SETTING
UTAH
Mountains. Space. Opportunity. Entrepreneurial energy. World-class hospitality. A place built for long-term thinking and meaningful connection.
INSPIRING ENVIRONMENT
WORLD-CLASS HOSPITALITY
MEANINGFUL CONNECTIONS
Join a global community committed to building extraordinary lives and ensuring what matters most can endure.