Events

True Wealth Mastery.

An intimate, two-day closed-door intensive for self-made leaders, enterprise principals and family stewards with the whole firm, designing your wealth as one.

The Room

Some work can only happen in a room.

True Wealth Mastery gathers a small number of leaders for two days of designing wealth as one whole, led by Eunicia and the Excelstra faculty.

The room is the product. Who is in it is the point.

Logistics & Standard

The Details

October 1 and 2, at the W Fort Lauderdale. Limited to twenty-four members, by application. A standard of facilitation you will recognize from the first hour, and a room of peers building at your altitude.

  • 24seats, by application
  • 2full working days (Oct 1-2)
  • WFort Lauderdale
  • 1integrated room

The Firm, On One Stage

The Faculty

Led by Eunicia Peret, with Dr. Steve Young, Ephraim Olson, Darin Long, and Michelle Chikanda. Each brings a part of the architecture, designed to work as one across the two days. This is the team, in the room with you.

EP

Eunicia Peret

Lead Facilitator · Founder

Wealth integration architecture, strategic alignment, and Fortune 500 discipline applied to privately held fortunes.

Architecture & Strategic Orchestration
SY

Dr. Steve Young

Faculty Member

Integrating founder vitality, longevity protocol, and peak cognitive performance alongside balance sheet growth.

Founder Health & Longevity
EO

Ephraim Olson

Faculty Member

Advanced structural asset protection, trust governance, and bulletproof multi-generational wealth preservation.

Legal Structure & Protection
DL

Darin Long

Faculty Member

Proactive statutory tax stewardship, aggressive legal deduction architecture, and capital redeployment modeling.

Strategic Tax Stewardship
MC

Michelle Chikanda

Faculty Member

Comprehensive liquidity transition design, post-exit wealth stewardship, and multi-entity cash flow orchestration.

Exit & Wealth Transition

Deliverables

What You Leave With

  • A synchronized master blueprint, aligning tax strategy, and capital allocation.
  • The opportunities specific to you, the places your tax, growth, and transition could work harder together.
  • The first moves to make them real, actions to take rather than a binder to shelve.
  • A room of peers, self-made leaders building at your altitude, some of whom become lasting relationships.

Year-Round Mastermind

The Room That Returns.

Looking for continuous partnership across the four seasons? The Excelstra Mastermind gathers our private room four times a year.

Preparation

Before the Room

The leaders who get the most from those two days arrive already curious about their own numbers. Run the calculator first for a private read, then talk with the team about whether True Wealth Mastery is the right room for you.

Run My Wealth Assessment Request My Confidential Seat

Curated Cohort of Self-Made Leaders · 2-Day Private Intensive