Peerage

Every great business has a board around it. Most financial advisors don’t. Peerage is the working board you’ve never had a small, deliberately capped room of high-caliber advisors, together for two days a year, serving each other.

Date

25th & 26th February, 2027

Location

Sarasota, FL

About the event

You’ve built something significant. The advice you give every day; the kind that compounds wealth and changes families has been delivered, by you, to your clients. But there is no one delivering it to you.

You don’t have a CFO. You don’t have a board. You have a coach, maybe a study group, maybe a peer or two you call when something burns. What you don’t have is a room.

Venue

Event Location: Sarasota, FL

Where to Stay: TBA

Sarasota, FL

Countdown

Days
Hours
Minutes
Seconds
The Distinction

You're not attending.
You're serving.

Most events run on a stage and an audience. Peerage runs on a table and a circle. There is no audience here.

Every advisor in the room is simultaneously a board member and the business being served. When the room takes up your challenge, every other advisor leans in. When the room takes up theirs, you do the same.

You are the content. The room is the curriculum.

Few

Seats

2

Days

1

Table

What This Is

What it is. What it isn't.

It isn't

A Conference

No keynote. No ballroom. No sponsor table. No name tags hanging from lanyards.

It isn't

Consulting

The facilitators aren't there to fix your business. The room is.

It isn't

Networking

No business cards. No LinkedIn pitches. No after-hours angling for the next deal.

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