A Place to Think™ for Ultra High Net Worth Advisors
We are delighted to extend an invitation for A Place to Think™ for UHNW Advisors on March 26 & 27, 2026 at the Peninsula in Beverly Hills.
Join us to discuss the unspoken motives, family dynamics, and psychological undercurrents that drive every wealth decision, as well as Advanced PPLI planning for liquidity events, in-kind premiums, cryptocurrency, and large estate integration
Who is this event for?
This isn't an event for the mass affluent marketplace. The intention is to foster an authentic exchange for advisors serving families with $50M+ in net worth who want to evolve beyond where AI and standard planning can reach.
We're looking for advisors who are already operating at this level and ready for peer discourse at depth. If that describes your practice, this convening is for you.
Application process:
How It Works:
Complete the application and questionnaire (click "Request to Join" button above).
We review all applications manually to ensure the right fit.
If approved, you'll receive a payment link within 3-5 business days.
Your seat will be held for 48 hours after the payment link is sent.
Investment:
$1,195 if paid by February 6
$1,495 after February 6
Includes:
1.5 days of programming (March 26-27)
All materials and resources
Thursday evening reception (Wine Cellar Face Off!)
Access to ongoing cohort community (future convenings planned in New York, Miami, Chicago, and other cities)
What we are addressing:
Who are the advisors UHNW families actually want to work with?
They navigate the invisible dynamics in wealth conversations. They understand what's being said, what's not being said, and why it matters. They know when a planning discussion is really about something else.
The most sophisticated wealth work isn't about which strategy to use—it's about understanding the psychological reasons families make the decisions they make. What drives resistance? What creates trust? What invisible dynamics are shaping the conversation before anyone talks about structures or numbers?
Most advisors skip this entirely and go straight to technique. That works until AI handles the technique better than you do. The technical gap is closing fast.
Two-thirds of the program is Joe Strazzeri's Motive work—understanding the invisible guests in wealth-biased relationships. These are the unspoken motives, family dynamics, and psychological undercurrents that drive every wealth decision. When you understand motive, you stop being a technician executing transactions and become the advisor family offices actually seek out.
The other third covers advanced technical strategies that go beyond standard estate planning and align with this deeper understanding—work designed for the family office level that AI won't displace.
This isn't information delivery. It's peer discourse. Twenty-five advisors. Two days. The Peninsula Beverly Hills
(Click "Request to Join" button above to apply.)
The program agenda :
Thursday, March 26
2:00 PM – 5:00 PM
Opening session: Understanding the invisible guests in wealth relationships. The psychology behind motive—yours, theirs, the collective dynamics that shape every conversation. Introduction to the Soul of a Strategy framework.
5:00 PM – 6:30 PM
Join us for a fun "Wine Cellar Face-Off" Reception! Vote on your favorite selections from Brad and Joe's personal collections - and continue the conversations and connections you started throughout the day.
Friday, March 27
8:00 AM – 10:30 AM
Vetting and Stewardship: The questions that unlock understanding. Moving from fact-finding to genuine discovery. Positioning with centers of influence—earning the right to be in the room.
11:00 AM – 12:30 PM
Technical Awareness: Advanced PPLI for liquidity events and in-kind premium strategies. Estate planning techniques previously reserved for $100M+ estates that connect technical structure to family purpose. What works, what doesn't, and why most advisors miss it.
1:00 PM – 2:30 PM
Maximum Results and Sustainable Intent: Managing complexity over time. The psychology of wealth across generations. The advisor's own development—continuing to grow when you're already at the top of the market.
3:00 PM – 4:30 PM
Case Study Integration: Small group work on complex scenarios requiring open frameworks. Seeing how motive, strategy, and technical mastery work together in practice.
4:30 PM – 5:00 PM
Closing: What question are you now equipped to ask that you couldn't ask before? What will you do differently on Monday?
Your hosts and speakers:
Joe Strazzeri, Esq. – Attorney, counselor, and author of Motive: Meet the Invisible Guest in Your Wealth-Biased Relationships. Over 25 years, Joe has counseled more than 750 eight- and nine-figure net worth families. His work focuses on the Three Systems of Family Thriving: family wealth, family relationships and business relationships, and family advisory relationships. Co-Founder and managing partner of Strazzeri Mancini LLP, Southern California Institute, and The Founders Group. Learn More
Brad Barros – Wealth strategist specializing in advanced PPLI planning for ultra-high-net-worth families and family offices. Creator of the Soul of a Strategy™ framework and the Unique Value Cycle methodology for working with complex wealth. Co-founder of Specialty Assurance Group, Ltd. - a modern PPLI insurance carrier, and Specialty Wealth Advisory, LLC. Learn more
(Click "Request to Join" button above to apply).
QUESTIONS?
Contact Ela Degen at [email protected] or 858-200-1911.
REFUND POLICY
All registrant cancellation notices must be received in writing via [email protected]. Refunds are subject to fees outlined below:
• Now – March 6, 2026: $100 fee
• March 6 – March 16, 2026: 50% of fee paid
• After March 16, 2026: No refund
Refunds will be issued via Stripe. Please allow two weeks for processing. Registrants who cancel will not receive any event materials.