Legacy Wealth Holdings

February 2026

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

Only takes 15 seconds to see if you meet the criteria for Legacy Family Mastermind

WHY ATTEND LEGACY SUMMIT

Not just another real estate event, Legacy Summit Wonder of the Seas 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
LEGACY 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

This event is all about NETWORKING! We have listened to your requests for more time to network, and designed an entire summit to facilitate networking and relationship building. 

You MUST have either a Passport or a Certified Birth Certificate (with an official stamp) to board the ship. You will not be allowed to board if you do not have one of these documents.

FEBRUARY 23

Summit

day 1

MONDAY

Departure

Board Wonder of the Seas and depart from port in Miami.

FEBRUARY 24

Summit

day 2

TUESDAY

Workshops

Attendees may choose two of the following 90-minute workshops:

  • P&L and NOI Optimization led by Matt Carlin
  • Asset Protection led by Fadi Boumitri
  • Org Chart and Team Design led by Scott Hanis
  • Lifestyle Design led by Tim Bratz & Nick Burton

Arrive at Cococay

Private Cocktail Party in the Music Hall

Dinner in the Main Dining Room

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.

FEBRUARY 25

Summit

day 3

WEDNESDAY

Workshops

Attendees may choose two of the following 90-minute workshops:

  • P&L and NOI Optimization led by Matt Carlin
  • Asset Protection led by Fadi Boumitri
  • Org Chart and Team Design led by Scott Hanis
  • Lifestyle Design led by Tim Bratz & Nick Burton

Arrive in Nassau, Bahamas

Dinner in the Main Dining Room

FEBRUARY 26

Summit

day 4

THURSDAY

Group workout (optional)

LEGACY SUMMIT

Jade & Sapphire Room

Dinner in the Main Dining Room

Close out the summit with dinner, drinks, and networking in the main dining room.

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?

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.

RESERVE YOUR SPOT

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.

FREQUENTLY ASKED QUESTIONS

You will need either an up-to-date passport, or a state certified (raised stamp) birth certificate. 
If you’ve recently been married or had a name change, you will need to bring your state-issued marriage certificate as well. 
 
If you have more questions about the documents allowed/needed, check out the page here. 

There is no specific dress code, except for at dinners in the main dining hall. They ask that you dress up (so no swimsuits). There is OPTIONAL dress up nights that we will be announcing once the cruise updates us. Expect dress up nights like 70’s disco, caribbean, white, etc. 

Yes! For the first time ever, we are extending your spouse to come FREE of charge! 

You can fly into MIA (Miami) or FLL (Ft. Lauderdale). Catch an Uber to:
2000 N Cruise Blvd, Miami, FL 33132

You will need to check in on the app 24 hours ahead of time. At that point, you will pick a boarding time. The earliest is 12:30pm, and the latest is 2:30pm. 

Your fare covers you and your spouse, as well as all included food services. There are restaurants that aren’t included, but that is “specialty” food (ie steakhouses, etc). If you would like to purchase a drink package (soft drinks, milkshakes, specialty coffee, and/or alcohol), please go to the app and purchase that separately. Most onboard entertainment is free as well. If you would like to book an excursion, please go on the app and purchase through there. 

We will be on the Royal Caribbean’s Wonder of the Seas – the 4th largest cruise ship in the world. 

Yes! This is a family friendly event. You can bring your kids for an extra fee. Please reach out to Annelise to discuss room accommodations. FYI, you will most likely be split up, but will be next to each other. Rooms have a capped capacity, even for families. 

The only “structured” meeting time is Thursday, February 26th from 8am-12:30pm in the Jade & Sapphire room (Level TBD). However, we will have organized group activities throughout the cruise. 

    • Monday evening – Show TBD
    • Tuesday evening – Private cocktail party in the Music Hall
    • Wednesday evening – Show TBD

The only assigned eating time is 7:30pm for dinner at the main dining hall. Otherwise, connect with other LF members and grab breakfast/lunch together! 

No, however you can purchase wifi through the app.