The Weekend Journey
Santa Barbara, CA · May 7–9, 2027
A room where nothing needs proving.
Just long tables, easy conversation,
and the quiet, serious talk of
turning what we've earned into what we own.
Friday
Guests arrive and settle in at El Encanto or Mar Monte — two of Santa Barbara's most storied properties, reserved separately with details shared upon acceptance — before an intimate wine evening and welcome dinner opens the weekend at the private garden estate.
Saturday
The heart of the weekend — a full day given to thought leadership conversations, curated dining, and the kind of relationship-building that doesn't happen in a boardroom. Fireside conversations move through wealth, legacy, and what it means to build for the next generation, followed by a private dinner designed to carry those conversations forward.
Topics Discussed
Wealth & Net Worth · Real Estate Strategy · Legacy & Estate Planning · AI & Career Resilience · Raising Empowered Kids · Capital & Investing
Sunday
The weekend closes on Mother's Day — marked with a dedicated Mother's Day brunch and optional family-friendly activities for guests bringing partners and children, alongside wine country exploration before a final gathering.