OWN IT PROTECT IT FUND IT BUILD IT OWN IT PROTECT IT FUND IT BUILD IT
✦ WEALTH BUILDING SUMMIT 2027 SPONSOR APPLICATIONS ARE OPEN APPLY NOW OWN IT. BUILD IT. FUND IT. PROTECT IT. ✦

June 15-17, 2027 · NashVille Tennese

8th Annual 2027

Wealth Building
Summit

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Join the world's preeminent financial visionaries, family office principals, and capital allocators for three days of actionable strategy, macro-positioning, and institutional alpha.

INSTITUTIONAL SCALE & REACH

The Summit In Numbers

Bringing together premier wealth managers, accredited investors, and market strategists controlling significant market influence.

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Annual Summits
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Years Experience
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Industry Experts
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Framework Pillars

4Pillars of Wealth

The Framework
Of
Wealth

Four steps. One proven process. Built for real estate investors, founders, and families seeking multi-generational financial sovereignty across Middle Tennessee and beyond.

Pillar: 01

OWN IT:

Build a strong financial foundation and explore pathways to homeownership, investment properties, and land ownership.

✓ Assess your income, expenses, debts, and net worth
✓ Set clear savings and ownership goals
✓ Explore homeownership, investment properties, and land acquisition
✓ Learn how to evaluate properties and prepare for a purchase

Pillar: 02

Protect It :

✓ Review insurance needs, including life, property, and liability coverage
✓ Understand wills, trusts, powers of attorney, and beneficiary designations
✓ Explore estate planning, inheritance, and business ownership structures
✓ Organize important documents and create a family legacy checklist

Explore strategies to protect your assets, prepare your loved ones, and preserve your legacy.

Pillar: 03

Fund It :

Understand financial readiness and explore funding options for home purchases, investments, and development projects.

✓ Review credit, savings, debt, and financing readiness
✓ Explore homebuyer loans and down payment assistance programs
✓ Compare investment property loans, private lending, and business financing
✓ Understand land and construction financing, loan costs, and repayment requirements

Pillar: 04

Build It :

Turn your goals into a strategy for real estate development, portfolio growth, and lasting wealth.

✓ Explore real estate development, renovation, and new construction
✓ Learn to evaluate project costs, cash

POST-SUMMIT ROADMAP

The
Implementation

Information without execution yields zero compound interest. The Wealth Building Summit bridges the gap between high-level summit strategy and rigorous portfolio restructuring. Step into a guided accountability architecture designed to lock in asset reallocations before operational momentum wanes.

  • Direct mastermind check-ins with lead faculty

  • Pre-built wealth allocation models and legal templates

  • Peer audit groups capped at 8 vetted investors

Included automatically for all Executive and VIP pass holders.

WEEK 01 • DAYS 1-7

Capital Diagnostics & Leakage Audit

Map every liquid and illiquid position across entities. Run our proprietary friction test to eliminate tax drag, unhedged exposure, and underperforming capital locks.

WEEK 02 • DAYS 8-14

Holding Architecture & Tax Shield Setup

Execute jurisdictional and trust restructuring protocols. Align operating companies with asset protection vaults and deploy initial depreciation conduits.

WEEK 04 • DAYS 22-30

Deal Flow & Automated Wealth Governance

Plug directly into private syndication pipelines and establish monthly family office rebalancing rules. Lock in automated distributions and governance cadences.

ALUMNI PERSPECTIVES

Voices Of Experience

Direct observations from, founders, and institutional allocators who attended previous summits.

★ ★ ★ ★ ★

"The New Agent Program at Grande Style Homes was extremely helpful for me as a new agent. I learned so much from my mentor, Sheena Smith, who guided me through building my real estate business while balancing life as a college student. This program truly gave me the foundation and confidence I needed to grow in real estate!"

 Jordan Matthews
Jordan Matthews
★ ★ ★ ★ ★

"I attended the 7th Annual Wealth Building Summit and the event was insightful! The event was well put together and had a variety of thoughtful real estate sessions. The guest speakers gave real-world, practical advice that can be used today. I’m glad I had the opportunity to attend and connect with others in the industry."

 Jalen Edwards
Jalen Edwards
★ ★ ★ ★ ★

Wonderful experience & excellent information!! I appreciate you hosting such an awesome Wealth Building Summit!❤️

 Felecia Mastin
Felecia Mastin

EVENT REGISTRATION

Secure Your Advantage

Select your tier to guarantee direct access to institutional frameworks, private investor networks, and actionable execution sessions.

Early Bird Summit Pass

Gain access to powerful wealth-building insights, expert-led sessions, and meaningful networking with entrepreneurs, investors, and industry professionals.

$99/-

Start building your legacy at a special early registration price. Includes admission to the 8th Annual Wealth Building Summit, all general sessions and panel discussions covering OWN. PROTECT. FUND. BUILD.
Plus networking with speakers, entrepreneurs, investors, and industry professionals. Same General Admission experience at a $50 savings. VIP experiences excluded.

General Admission Pass

8th Annual Wealth Building Summit for expert insights, inspiring panel discussions, and practical strategies to help you build and protect your wealth. Connect with entrepreneurs, investors, speakers, and industry professionals.

$149/-

Gain knowledge, connections, and practical strategies to move your wealth goals forward. Includes admission to the 8th Annual Wealth Building Summit, all general sessions and panel discussions covering OWN. PROTECT. FUND. BUILD., plus networking with speakers, entrepreneurs, investors, and industry professionals. VIP experiences excluded.

VIP Executive Summit Pass

Unlock an elevated Summit experience with priority reserved seating, an exclusive VIP Investor Roundtable, the Speaker & Sponsor Networking Dinner, and access to available Summit session recordings. Build meaningful connections with speakers, investors, and industry leaders while gaining insights to help shape your next chapter.

$199/-

Elevate your Summit experience with everything included in General Admission, plus reserved priority seating, access to the private VIP Investor Roundtable, an invitation to the Speaker & Sponsor Networking Dinner, and access to available Summit session recordings. Connect more closely with the people and ideas shaping your next chapter.

Institutional Risk-Reversal Policy: If within the first 24 hours of summit kickoff you find the sessions do not deliver immediate strategic value for your portfolio, notify our concierge desk for an unconditional 100% refund. Seating strictly allocated on a first-confirmed basis.

EVENT REGISTRATION

Become a Sponsor

Sponsor the Wealth Building Summit to elevate your brand, connect with investors and entrepreneurs, and gain valuable visibility among professionals and community leaders committed to wealth creation and business growth.

Silver Sponsorship

Boost brand visibility and connect with investors and entrepreneurs focused on building, investing, and growing.

$1000/-

Gold Sponsorship

Offering premium brand visibility and direct attendee engagement, with 5 slots available and a maximum of 1 per applicant.

$2500/-

Platinum Sponsorship

With 5 available slots, 1 maximum per applicant, charge upon approval, and pass fees charged to applicants.

$5000/-

Single Booth

Single booth for the 2027 Wealth Builders Summit costs $500, with 2 available booths, a maximum of 1 per applicant, and payment due upon approval.

$500/-

Institutional Risk-Reversal Policy: If within the first 24 hours of summit kickoff you find the sessions do not deliver immediate strategic value for your portfolio, notify our concierge desk for an unconditional 100% refund. Seating strictly allocated on a first-confirmed basis.