Where AI Intelligence
Meets Human Wisdom
A one-day private retreat for business owners to strategically navigate business
growth, real estate investing, wealth preservation, tax efficiency, and legacy planning—
using AI as a thinking partner and human advisors as guides.
Orange County, California
One-Day In-Person Retreat
Limited, Curated Group
Application-Based Attendance
Designed for Business Owners
Who Think Long-Term
This is not a seminar.
It is a curated, in-person strategic experience for business owners who want clarity
—not noise.
In an era of unlimited information and AI-generated answers, this retreat creates space
to think clearly, ask better questions, and make confident decisions with both
technology and human wisdom.
Who This Experience
Is For
Established business owners and entrepreneurs
Real estate investors (active or planning)
Professionals seeking tax-efficient strategies
Professionals seeking tax-efficient strategies
Professionals seeking tax-efficient strategies
This retreat is intentionally small to preserve depth, quality, and trust.
The Challenge Most
Business Owners Face
Information Overload
Too much information, little integration
AI Without Judgment
AI tools without human
judgment
Fragmented Planning
Business, real estate, tax, and estate planning treated
separately
This retreat connects the dots.
The SohoSocal
Philosophy
At SohoSocal, we believe meaningful wealth decisions should never rely on tools alone
—or advice in isolation.
AI-Assisted Strategic
Thinking
Leverage AI as a thinking partner to model scenarios and explore possibilities
Human Experience
& Perspective
Engage with seasoned professionals who bring real-world context and wisdom
Real-World Frameworks
Apply practical business, real estate, and legacy planning frameworks
This approach helps business owners navigate the U.S. system with clarity, confidence, and
intention.
What You Will Gain
in One Day
Established business owners and entrepreneurs
How business and real estate decisions affect taxes and legacy
How capital structure impacts long-term control and flexibility
How to think about estate and succession planning early—not late
How to reduce blind spots that lead to costly mistakes
A One-Day
Immersive Experience
Morning
Established business owners and entrepreneurs
Setting the foundation for strategic thinking with AI as your thinking partner
Established business owners and entrepreneurs
Understanding how your decisions interconnect for maximum efficiency
Guided Peer Networking
Meaningful connections with like-minded professionals
Wealth Preservation & Estate Thinking
Expert insights on protecting and continuing your wealth
Wealth Preservation & Estate Thinking
Your personalized action plan and next steps
From Wealth Creation
to Wealth Continuity
Estate planning for business owners is not about
documents—it is about control, continuity, and clarity.
This retreat introduces a strategic framework to help you think about:
Business succession vs exit
Ownership vs control
Timing and tax sensitivity
Family alignment and legacy intentions
All discussions are educational, strategic, and human-centered.
Guided by
Human Experience
Engage in live discussions with experienced professionals across business strategy, real estate, financial tools, risk management, and legacy planning.
Panelists are selected for perspective—not promotion.
No selling. No pitches. Just insight.
What You Will Gain
in One Day
Pre-Retreat Strategic Orientation
Assessment to prepare your strategic focus
Guided AI Prompt Framework
Curated prompts to maximize your AI strategy sessions
Retreat Workbook & Reflection Tools
Comprehensive materials to guide your planning
Advisory Panel Access
Direct engagement with industry experts
Post-Retreat Learning Resources
Continued access to tools and frameworks
Optional SohoSocal Platform Invitation
Access to the SohoSocal advisory platform
Attendance Is
Limited by Design
To preserve the quality of conversations and outcomes, attendance is application-based.
We curate each group to ensure alignment, trust, and meaningful engagement.
Orange County
In-Person
One Day
