THE WEALTH & LEGACY SUMMIT SERIES
Wealth is built.
Legacy is intentional.
A continuing series of intimate gatherings connecting enterprise, family, health, purpose and the decisions that shape what endures.
ONE CONVERSATION. MANY DIMENSIONS.
Build today.
Protect tomorrow.
Create generations.
Wealth is more than a balance sheet. It is the enterprise you build, the relationships you cultivate, the health you sustain and the people you prepare.
Our gatherings bring these dimensions into the same room, creating space for thoughtful dialogue, practical decisions and relationships that continue beyond the Summit.
THE INAUGURAL GATHERING · COMPLETED
Two days.
A lasting conversation.
Tax Hive · Orem, Utah
On October 8–9, 2026, the Wealth & Legacy Summit brought founders, business owners, advisors and leaders together at Tax Hive in Orem, Utah. Across a working dinner, featured sessions and panel conversations, the gathering connected enterprise, protection, family, health, purpose and stewardship. Thank you to every speaker, partner and guest who helped make these two days meaningful.
What are we building?
Who are we preparing?
What do we want to endure?
Enterprise. Family. Health. Purpose. A broader view of wealth and the responsibility that comes with it.
THE 2026 SPEAKER FACULTY
Perspectives across
every dimension.
Seven Volpone
Shawn Finnegan
Brad Molotsky
Mark Richards
Lindsay Ray Hancock
Ginger Harris
Mark Kendell
Josh Arrington
Tyrone Foster
Ari Smith
Devan Egan
Christopher Brown
Dr. Jacob Perkins
HIGHLIGHTS & CONVERSATIONS
Ideas worth revisiting.
Selected clips and conversations from the October 2026 Summit.
The conversations continue here.
Video highlights will be shared as they become available.
INSIDE THE SUMMIT
The people.
The moments.
A look inside the inaugural gathering.
Our photo collection will be added here. Return to revisit the moments and connections.
VOICES FROM THE ROOM
What stays with you.
Perspectives from our guests.
Attendee reflections will be shared here as they are received and approved.
THE NEXT CHAPTER
Stay close to
what comes next.
Our next gathering is taking shape. Dates, locations and details will be announced here.
Leave your name and email to receive future summit announcements.
WITH GRATITUDE
Our 2026 partners.
X5 Convergence
Tax Hive
AtrionZ
MVES
Arch Nexus
QE
DarkSky
1% Fitness KitchenPresented by X5 Convergence. Hosted at Tax Hive.