Legacy Wealth Holdings

Legacy Family Mastermind Summit

Empower Your Relationships, Transform Your Life

June 18 - 19, 2024 in Boston, MA
At the heart of success and fulfillment in both business and home life are strong, resilient relationships. The Legacy Family Mastermind Summit in Boston, MA is not just an event; it's a transformative experience designed to deepen your connections and broaden your understanding of relationship dynamics. Whether you're looking to invigorate your personal connections, elevate your professional interactions, or need to start/modify your estate and trust planning to continue building your legacy - this summit is one you don't want to miss!

Key Themes:

Health & Self-Relationship

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 Intelligence

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

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 and Trust Planning

During this workshop, Estate and Trust experts attorneys, Paul and Adam Vincent will help walk you through how to put your Blueprint for Excellence into action. Whether you currently have an estate plan or are just getting started, this is a workshop you don’t want to miss!

Incredible Networking Opportunities

How could we have an event about relationships without including immersive and unforgettable networking opportunities? From intimate networking experience at the Red Sox/Yankee’s game with Tim Bratz to historic tours, you can click here to see full itinerary.

Little Legacy Kid Mastermind

Given the unique theme of this summit, we are extending the opportunity for you to bring along the family & have them learn while you do too. Click here to learn more about what this entails, along with register your kids.

Pre-Summit Networking

Sunday, June 16

Father's Day Baseball Game & Networking at Fenway

Join us for an intimate networking event with real estate expert and entrepreneur, Tim Bratz, along with other Legacy Family members. Enjoy exclusive suite access, premium amenities, and the excitement of a major baseball rivalry – The Red Sox and Yankees. 

Your ticket includes access to the game, a private suite, and all food & drink.

Limited to 25 tickets. Family-friendly.

Monday, June 17

Additional Networking Opportunities

Celebrate historic Bunker Hill Day with a host of free, family-friendly activities across the city. From vibrant parades to live music, immerse yourself in the festive atmosphere. Stay updated and coordinate meetups with other members through our group Facebook chat. An ideal way to enjoy community spirit and camaraderie in Boston’s historic celebration.

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. 

Tuesday, June 18

Summit Day 1

  • Keynote: Unlock the Power Within – Mastering Health & Self-Relationship with Fraser Bayley
  • Plenty of networking opportunities
  • Keynote: Mastering Emotional Connection in Business & Family with Tim Slivka
  • Complete rent-out of Fenway stadium for tours, dinner, drinks, and networking. This is a family-friendly event.
  • Workout led by celebrity trainer, Fraser

Wednesday, June 19

Summit 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
  • Themed Networking Dinner & Auction at Samuel Adams Brewery located in the heart of downtown. 
Legacy Family logo torch

Interested in joining us in boston?

Location & Accommodations

We have 70 rooms per night available in our room block at the Omni Parker House.  We’ve also been made aware that the hotel is almost sold out for our dates due to multiple coinciding events. Please book your room before our room block expires on May 20, 2024 to guarantee availability.

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