An exclusive, all-inclusive wealth experience — hosted at the lake.
Twice a year, we accept a small group of clients for a Friday–Sunday experience at our private lakehouse, where we bring in our team of top-tier tax strategists for a weekend of clarity, optimization, and breakthrough planning.
This isn’t a seminar or one-size-fits-all workshop — it’s a high-touch, relationship-driven environment where you’ll:
Work directly with elite tax minds who serve entrepreneurs and high-income earners
Uncover inefficiencies and identify key tax-saving opportunities
Learn how to legally reduce your tax burden and protect more of what you earn
Explore advanced strategies around entity structuring, income shifting, and long-term planning
Integrate tax strategy with your broader cash flow, insurance, and legacy goals
Gain real clarity on the best moves to make now and in the future
Meals and lodging are fully included, and the atmosphere is intentionally relaxed so you can focus on what matters most. We’ll also spend time enjoying the lake — creating space for fun, connection, and conversations that go beyond finances.
Each weekend is limited to 3 accepted guests to ensure the highest level of personal attention and strategic depth. You’ll leave with a clear plan, a powerful team, and the confidence to take your next step with purpose.