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LEGACY BUILDERS CONFERENCE
Leave a lasting impact on the world.

Fall 2024

Palm Beach, Florida

The Conference

Powerful Talks From Industry Icons
Fall 2024

The Legacy Builders Conference is an exclusive gathering that brings together leading minds in philanthropy, wealth management, and legacy planning. The event serves as a crucible for inspiration, networking, and the exchange of groundbreaking ideas. 

This is an invite-only gathering, curated for those who are not just stewards of substantial wealth but are also dedicated to leveraging their resources for a philanthropic component that enhances personal and generational legacy building. 

The Legacy Builders initiative stands as a comprehensive ecosystem designed to empower ultra-high-net-worth families in sculpting and securing their legacies for future generations. 

 

Ours is the path where wealth creators become legendary forces by impacting the world today and for many generations to come. 

The Conference

Past Conference Speakers

Proud to bring you industry icons from across the globe
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Steve Young

Co-Founder & Chairman at HGGC

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Becky Douglas

Founder, Rising Star Outreach

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Ken Neumann

Founder, Youtopia

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Jason Ma

CEO & Mentor at ThreeEQ

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Michael Barbero

 United States General

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Geoff Woolley 

Chairman & Co-Founder at University Impact

Speakers

Our Mission

The path where wealth creators become legendary forces by impacting the world today and for many generations to come. 

The Legacy Builders initiative stands as a comprehensive ecosystem designed to empower ultra-high-net-worth families in sculpting and securing their legacies for future generations. At its core, the initiative comprises three critical components:

  • The Workshop: "Crafting Your Legacy: Audit, Governance, and Blueprint" serves as an interactive, hands-on journey where families undergo a thorough audit to assess alignment of values, establish a robust governance framework, and design a detailed legacy blueprint. This foundational step ensures families are well-equipped to articulate and enact their visions effectively.

  • The Conference: An exclusive gathering that brings together leading minds in philanthropy, wealth management, and legacy planning. This event serves as a crucible for inspiration, networking, and the exchange of groundbreaking ideas. Attendees gain unparalleled insights into the art of legacy building, leveraging the collective wisdom of peers and industry experts.

  • The Legacy Builders Club: An ongoing membership platform offering continuous support, resources, and access to a network of like-minded individuals committed to the principles of impactful legacy building. The club facilitates collaboration, provides updates on best practices, and offers mentorship opportunities to ensure members are always at the forefront of legacy innovation.

Together, these components form a holistic approach to legacy building, providing the tools, knowledge, and community support necessary to create lasting impact that transcends generations. The Legacy Builders initiative is more than a program—it's a movement towards purposeful wealth stewardship and societal contribution.

About

Our Team.

Our team has decades of experience in building legacies through family office advisory. 

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Alan Olsen

Managing Partner

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Eric Olsen

Family Office Director

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Alan Brown

Executive Advisor

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Andrew Olsen

Event Director

Sponsors

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Interested in becoming a sponsor?

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Family Office Service

Legacy family offices and so much more! At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management & consulting firm for businesses, not-for-profits, high-net-worth individuals and their families. We at GROCO understand the time you spend dealing with the complexities of wealth. We help lift that burden so you can focus on what’s more important. Let us give you better peace of mind by knowing that your day to day challenges are being handled by experts.

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