Legacy Wealth Holdings

October 13-14, 2025 | Asheville, NC

The Premier Event for High-Level Real Estate & Business Leaders

WHY ATTEND LEGACY SUMMIT

This isn’t just another real estate event. Legacy Summit Biltmore is exclusively for seasoned real estate investors, entrepreneurs, and business leaders who are ready to elevate their wealth strategies, refine their business operations, and build long-term financial legacy.

ABOUT THE EVENT

WHO IS THIS LEGACY SUMMIT FOR?

This event is designed for the serious real estate investor — someone who is already on their wealth-building journey but ready to take it to the next level. 
If you’re an intermediate to seasoned investor, tired of working harder and ready to work smarter, this summit is for you. Attendees must be committed to personal and professional growth, willing to invest in their future, and ready to network with like-minded individuals. 

WHAT YOU'LL GAIN FROM THE BILTMORE SUMMIT

  • LEVERAGE YOUR TIME AND RESOURCES. Learn how to turn vacations into tax-deductible business trips and optimize your lifestyle using strategies from top business owners.
  • BUILD STRATEGIC RELATIONSHIPS. Connect with investors who understand that your network is your net worth. 
  • NO “SELLING FROM THE STAGE”. 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.
  • LIFESTYLE-FOCUSED EXPERIENCES. Participate in activities that blend personal wellness with professional growth, in a relaxed, inspiring setting.
  • GET THE RESOURCES YOU NEED TO SUCCEED. Looking for more capital? Off-market deals? Legal, investment opportunities, strategies for managing and growing teams, you name it, we have at least one person in the room we can connect you with to give you what you are looking for!
  • TOP-SHELF NETWORKING EVENTS. Most events charge to attend the evening and networking social activities. With us, they’re included. 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.

What our members are saying:

Much more than a Real Estate Mastermind

I get more humbled and motivated every time I’m around this group! It’s much more than a real estate mastermind. In fact, my biggest takeaways have nothing to do with real estate at all! Tim Bratz, you and your team continue to over deliver and we are thankful to be a part of it!

Jason Seward

Managing Partner, 608B Capital Group

Community of Leaders

I remember when I joined Legacy Family almost 3 years ago. My assumption was I was joining a group to learn real estate from the best in the industry, only to find out this is a community of leaders who are also improving themselves and their families in order to improve their communities!

Fernando Mejia

Founder, Viking Investment Partners

I used to buy duplexes

I used to buy duplexes and four-units. Since joining Legacy Family Mastermind, we’re looking at 100-units and above because I have been able to learn anything about what has needed to be done on a tactical and detailed level.

Dan Costantino

Real Estate Investor

You all have changed my life

I’m blessed to be able to make these memories with my family, and also be surrounded with people who I wholeheartedly consider to be my family! You all have changed my life 🤍

Annelise Agee

Multifamily Investor

I have to get around these folks

I had been looking around for different solutions, and I’m popping in and out of different groups, and none of them really ever resonated with me in the way that I want to do business. When I saw what you guys were doing, I felt that what you were building and the business model was…this is it. And I was like, I have to get around these folks.

Tyrone Taylor

Real Estate Investor

The light I had been waiting to see in real estate

This is the light I had been waiting to see in real estate. Being able to engage with the diverse group has been transformative, not just for my business, but also for my family’s overall growth and happiness.

Ashley Faddoul

Acquisitions at Martin Commercial Investments

Extremely generous with their knowledge

This group not only has individuals with expertise in just about every aspect of real estate investing, but those individuals are also extremely generous with their knowledge.

Len Janson

CEO, A Boy and His Dog, Inc.

Amazing Group!

Whenever I travel for events etc., I often think…I could have just played it safe and never left New Zealand. Pretty much all the best, most beautiful things in my life — my wife, my daughter, being in amazing groups like Legacy Family with Tim Bratz and having so many opportunities –happened because I leaped. So today, leap.

Fraser Bayley

Nutritionist/Fitness Coach

EVENT ITINERARY

LEAVING A LASTING LEGACY

Two days of powerful discussions, workshops, and unique experiences that balance business education and relationship-building.

OCTOBER 13

Summit

day 1

MONDAY

Morning workout (optional)

Catch the trolley to Lioncrest ballroom

LEGACY SUMMIT

Keynotes and panels TBD

Speed introductions

This is the chance for new members to introduce themselves to the group! Come up on stage and tell us your name, your superpower, and where you need help the most.

Social Event

Legacy Family Members will get a private evening tour of Biltmore House. Afterwards, there will be dinner, drinks, networking, and a bonfire at Antler Hill Barn & Courtyard. Trolleys are included to and from both locations.

OCTOBER 14

Summit

day 2

TUESDAY

Catch the trolley to Lioncrest ballroom

round-table hot seats

Going one-by-one with those sitting at your table, discuss your business bottlenecks and help others with theirs. 

Keynote Speaker

TBD

Competitive outdoor team-building experience

Please wear closed-toed shoes and athletic apparel. More information to come.

Dinner, drinks, & networking

Close out the summit with dinner, drinks, and networking at Deerpark Restaurant. Trolley included.

WHY ATTEND?

This isn’t just a mastermind — it’s an opportunity to design your ideal life. At Legacy Summit, you’ll not only learn strategies used by successful business owners to grow their wealth and optimize their lifestyle, but also gain the freedom to enjoy the wealth you’re building. Whether it’s creating more time for family or scaling your business to a new level, this event will give you the tools and connections to make it happen.

Are you ready to transform your life?

BILTMORE ESTATE Activities

Network and forge lasting relationships between Legacy Summit events. The following activities are just some of what’s offered by the hotel. To see a full list of things to do at Biltmore, check out their website. Activities may incur an additional fee and should be booked through the hotel.

GARDENS

Stroll acres of formal and informal gardens designed by America’s foremost landscape architect, Frederick Law Olmsted. From the Walled Garden and its soaring glass-ceilinged Conservatory to the Italian Garden to the magnificent trees in America’s first managed forest, Biltmore’s lush landscapes are living tributes to Olmsted’s genius

WINERY

Relax with a glass of handcrafted wine at Biltmore Winery. Founded on a love of the land and a passion for entertaining, the Vanderbilt legacy lives on in shades of red, white, and rosé. Allow our knowledgeable wine hosts to take you on a journey through award-winning vintages.

ANTLER HILL VILLAGE

Included with admission, a visit to Antler Hill Village® is the perfect way to extend your Biltmore experience. A vibrant hub of activity that connects the estate’s past and present with dining, shopping, exhibits, and our Winery, plus our Farmyard, Bike Barn, and Pisgah Playground, the Village has something for everyone.

HIKING/BIKING

Experience the grounds at your own pace with nearly 22 miles of hiking trails. Enjoy a walk along the French Broad River, through lush green forests, or in the open meadows of the estate. Or, explore the estate’s 20-plus miles of bike trails! Bike rentals are sold exclusively through the Bike Barn. Check out the Trail Map before you go!

MEET THE FOUNDER

TIM BRATZ

Listen, I wasn’t a big believer in Masterminds, and I went kicking and screaming into my first one, about a decade ago. The reality is, I didn’t know what I didn’t know: about Masterminds, sure, but also about myself. Sometimes it takes people who have been where you want to go, to show you that YOU are your biggest bottleneck. Once I learned how to be vulnerable and bring my problems and road blocks to a group of like-minded entrepreneurs, that’s when I was able to see the biggest growth in my business. And there’s levels to this, right? Hit another milestone, and a new set of problems emerge. 
 
Once I saw that Masterminds were always going to be valuable to me, I felt compelled to create one of my own. Not only do I get to use Legacy Family as a resource, (there are people in the group who are doing things on a bigger level than me)  but I also get to provide those “a-ha” moments to so many who are finally ready to plug in to a community and scale their businesses to levels it would’ve taken them decades to scale to on their own.

JOIN US IN ASHEVILLE!

Join a select group of driven investors at the Legacy Family Mastermind Summit and take your wealth-building journey to the next level. Open to all Legacy Family Mastermind members as a part of their membership, with 5 guest tickets available for this exclusive event.

FREQUENTLY ASKED QUESTIONS

All education, meals, drinks, and evening activities are included for both days. All you need to do is get there and get your room. Our highly discounted room block is available from October 12-15.

***Remember to book your room BEFORE AUGUST 28TH, 2025 to take advantage of our highly discounted rate.***

Attendance at a Legacy Summit is included with a Legacy Family Mastermind membership. This does not include spouses or team members not already listed as a mastermind partner (see below). Members must pay for transportation to/from the Summit and for their hotel room (which is highly discounted when using the Legacy Family room block!). 

Non-members are invited to purchase a one-time guest ticket at $3000. If you choose to join Legacy Family within 24 hours of the event concluding, the cost of the ticket will go towards your first month of membership.

Yes, for an additional fee. This event is geared toward teams, so partners/spouses and executive team members are encouraged to attend!

For Legacy Family Mastermind members, if your spouse or team member is not registered as your membership partner, they must purchase a ticket to the evening events.

For guests, partners and/or spouses must purchase an additional guest ticket to attend.

This particular Legacy Summit is intended for members and their executive teams only, so we ask that you please consider leaving your kids at home.

We do have events where kids are welcome to attend, so be on the lookout for those in the future.

No children under 16 are to be allowed in the conference room during the Summit.

For the Summit itself, whatever you feel comfortable in! Many will wear their branded company shirts. Others will wear business casual, but it isn’t mandatory. Conference rooms tend to get a little chilly, so remember to bring a light jacket or sweater. 

**The Competitive Team Building activity on Day 2 will require athletic/comfortable clothes and closed-toed shoes.

 Asheville Regional Airport (AVL): 12 miles away (~30 minutes)

Greenville-Spartanburg International Airport (GSP): 58 miles away (~1.5 hours)

Charlotte Douglas International Airport (CLT): 120 miles away (2-2.5 hours)

We are finalizing our speakers and panels, so be on the lookout for updates! This is one you won’t want to miss! The current itinerary can be found above, or click on the quick link below.

The location of the next Legacy Summit will be announced OCTOBER 14th, 2025.