Legacy Wealth Holdings

June 18-19, 2024

Omni Parker House
Boston, MA


Location & Accommodations

The summit will take place in the penthouse ballroom at the historic Omni Parker House. We have 70 rooms per night available at our discounted group room rate. The hotel is almost sold out for our dates due to multiple coinciding events.

Book your room at our discounted group rate before May 20, 2024 to guarantee availability at our Legacy Family Mastermind discount!

Omni Parker House

60 School Street
Boston, MA 02108
Phone: (617) 227-8600


We host 3 Summits a year, in AMAZING locations. The goal of each Summit is for you to unplug from working in your business and work on it, so that when you go home, you can light a fire under you and your team and take your business to heights you didn’t think you could achieve. 


  • RELAXED ATMOSPHERE. How could you possibly grow if you’re constantly wondering when the next upsell is going to happen? That’s not how we treat Family members. If you’re in, you’re in. There’s no VIP tier, there’s no back rooms where you swipe your credit card. Everything is included–and we don’t skimp on anything.
  • EMPHASIS ON RELATIONSHIP CAPITAL. The majority of our time at Summits will be set aside for you to connect with everyone in the room
  • CULTIVATED THEME. We know Summits can be a lot of information in a short amount of time. We want to make sure that all of the information coming from the stage is connected, in a way that’s easier to synthesize.
  • TOP-SHELF EVENING EVENTS. Most Masterminds don’t have networking opportunities outside of the hotel. That’s a far cry from what we offer– we make sure that when we’re in each city, we experience the best it has to offer. You will walk away with memories that even some locals may have never experienced.

This summit is all about

giving back

The Omni Parker House will be donating one meal for every meal consumed during the Summit. Now everyone can enjoy those Parker House rolls.

All profits from Wednesday’s auction (see more below) will benefit The Ayla Foundation, an organization dedicated to fighting childhood cancer.

Members are encouraged to help one another make connections. We strive to create a welcoming atmosphere for members always.

Once registered, you will be connected to all other attendees in the event Facebook page. Introduce yourself! Give a little, get a little.

key themes of legacy summit boston

Empower your relationships, transform your life.

Health & Your Relationship with yourself

Learn from Fraser Bayley as he explores the critical relationship you have with your body and how it forms the foundation for success and performance in all other areas of your life.

Mastering Connection with Emotional Intellige

Understand the nuances of communication and emotional agility to equip you with the tools to navigate the complexities of relationships at work and home. Keynote by Tim Slivka.

Blueprint for Excellence: Crafting Enduring Relationships

What are the secrets to lasting bonds that withstand the test of time and adversity? During this interactive workshop with Larry Hagner, you’ll learn practical insights on how you want to build your legacy.

How to Build Your Legacy Through Estate & Trust Planning

Attorneys (and brothers) Adam Vincent and Paul Vincent teach you to build your legacy through estate planning and trusts in this workshop.


Choose to elevate your relationships, your business, and your legacy.
This is your moment.

What our members are saying:

Optional Pre-Summit Events

What better way to spend Father’s Day than watching a game at Fenway Park? You can also check out some of the free events around historic Boston celebrating the anniversary of the Battle of Bunker Hill. These events are optional and tickets to Fenway will be purchased separately from the main summit ticket. 

father's day at fenway:

Private Suite @ Red Sox vs Yankees Baseball Game  Tickets to this event (sold separately) include access to the game, a private suite, and all food and drink.

Limited to 25 tickets. This is a family friendly event.

bunker hill day Parade

Parade starts at 12:30pm and runs from Hayes Square to Winthrop Square in Charlestown. Bunker Hill Day is celebrated each year in Boston to commemorate the Battle of Bunker Hill, fought nearby on June 17th 1775.

Summit Itinerary

Where you come to connect with like-minded individuals for two full days, enjoy top-of-the-line experiences, and learn from experts on how to level up in business and life. All food, drinks, and excursions shared below are included in your two-day ticket. 



day 1



Unlock the Power Within – Mastering Health
& Mindset with Fraser Bayley


Mastering Emotional Connection in Business & Family with Tim Slivka

Social Event:

Complete rent-out of Fenway Park for tours, dinner, drinks, and networking. This is an all-inclusive, family-friendly event.



day 2



Blueprint for Excellence:  Crafting Enduring Relationships with Larry Hagner


Legacy Through Planning:  An Estate and Trust Workshop led by Adam and Paul Vincent

Social Event:

Themed Networking Dinner & Auction  at Samuel Adams Brewery located in the heart of downtown. Profits from the auction to benefit The Ayla Foundation — a charity dedicated to fighting childhood cancer.


We’re capping this event at 200 people, so make sure you register today!