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.
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.
One-Day In-Person Retreat
Limited, Curated Group
Application-Based Attendance
Date
Apr 24, 2026
Time
10:30 AM – 02:30 PM
Location
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.
strategic intelligence
Our Distinguished
Speakers and Panelists
Thuy Tran - Chief Investment Officer
Franck Bideau - Vice President
Orange County – Exchange Resources, Inc
Scott Hults - Regional Vice President
Thomas Tran - Broker Associate, MBA
Roger Loyd - Special Projects
Bonnie Chan Brown, CPM®, CCIM
Who This Experience
Is For
Established business owners and entrepreneurs
Real estate investors (active or planning)
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
- State of the market
- Panel discussion, real estate, financial strategies
- Estate and Tax planning technique
- Applying AI to Real-World Business Challenges
- Strategic AI Tools for Business Owners
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
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
We curate each group to ensure alignment, trust, and meaningful engagement.
Orange County
In-Person
One Day
