Next Gathering

4th Annual Legacy Builders Summit

January 13–15, 2027 · Eau Palm Beach Resort & Spa · Palm Beach, Florida

Three days of candid conversation, meaningful relationships, and experiences designed for families building something that lasts.

Request An Invitation
The Legacy Builders Experience

Extraordinary people. Meaningful conversations.

Join a private community of family principals, next-generation leaders, and family-office executives for keynote sessions, peer roundtables, curated networking, and family-centered experiences along the Atlantic coast.

What We Explore

Building a legacy across generations.

01

Family & Legacy

Explore how successful families prepare future generations to steward not only wealth, but the opportunities, responsibilities, and values that accompany it.

02

Capital & Impact

Examine how family capital, entrepreneurship, investing, and philanthropy can work together to create durable, meaningful impact.

03

Relationships

Develop trusted relationships with families, investors, and leaders navigating many of the same opportunities and challenges.

The Community

The people in the room matter.

Family Office Principals
Founders & Entrepreneurs
Next-Generation Family Members
Family Office Executives
Private Investors
Philanthropic Leaders
Foundation Leaders
Select Advisors & Partners

Every gathering is intentionally curated so conversations can remain candid, relationships can develop naturally, and participating families can engage with confidence.

Previous Speakers

Leaders who have joined the conversation.

Steve Young

Steve Young

Managing Partner
HGGC

Martin Luther King III

Martin Luther King III

Chairman
Drum Major Institute

Sheryl Leach

Sheryl Leach

Creator & Executive Producer
Barney

Tony Elumelu

Tony Elumelu

Founder
Heirs Holdings

Bob Gay

Bob Gay

Managing Partner
Kensington Partners

Greg Carr

Greg Carr

Founder
Gorongosa Restoration Project

Participation in a Legacy Builders event does not imply endorsement of Legacy Builders.
Legacy Builders in Action

Private conversations, trusted relationships, shared experiences.

Guests connecting at Legacy Builders
Meaningful connections
Speaker at Legacy Builders
World-class perspectives
Panel discussion at Legacy Builders
Candid dialogue
Legacy Builders community
An extraordinary community
Built on Discretion and Trust

A private environment designed for families.

01

Invitation-Only

Every gathering and every family is carefully vetted, so conversations stay candid and relationships stay meaningful.

02

Confidential by Design

What's shared within Legacy Builders stays within Legacy Builders— a private environment built for honest conversation.

03

Built for Collaboration

Legacy Builders brings families, trusted advisors, and experienced leaders together— creating space for perspectives to be shared, relationships to deepen, and better conversations to take place.

Legacy Builders is powered by GROCO, an advisory firm with decades of experience guiding families through succession and multigenerational wealth planning.

Next Gathering

4th Annual
Legacy Builders Summit

Three days of candid conversation, meaningful relationships, and transformative experiences along the Atlantic coast.

Dates
January 13–15, 2027
Venue
Eau Palm Beach Resort & Spa
Location
Palm Beach, Florida
Format
Keynotes · Peer Roundtables · Curated Networking · Family Experiences

Request An Invitation
Eau Palm Beach Resort and Spa
Legacy Builders

Build Something That Lasts.

Private conversations. Trusted relationships. Shared experiences designed to move families forward.

Request An Invitation