The Farmers’ Helm: Jump Starting Your Legacy
A bootcamp to secure your estate, succession, and legacy plans.
Jump Start Your Legacy
Created for farmers and ranchers who have a more accelerated timeline (less than 5 years until succession/transition) – Pinion family business and next gen planning advisors will lead you and your family through the first and most important steps of legacy building – in just two days.
What You Can Expect to Gain from the Bootcamp Experience
Education
Learn about the process and guiding principles.
Tackle important considerations for your family, business, and legacy
Evaluate your short-term goals and long-term vision. Assess implications of entity structure, tax exposure, and attorney guidance. Explore family meeting protocols, conduct, and communication.
Access and apply professional guidance on crucial first steps and decisions
Pinion advisors will help you to create your roadmap: timeline, milestones, successors, transition.
Receive one-on-one expert sessions
Pinion tax, legal and succession advisors will discuss topics unique to your operational structure and family dynamics.
Create a customized action plan
Develop a priority list of what to do in the next 30, 60, and 90 days.
Interactive Legacy Bootcamp:
Important Information
Full details coming soon…
Date:
January 20-21, 2026
Location:
Sheraton Fort Worth Downtown
1701 Commerce St.
Fort Worth, TX 76102
Cost:
$5,000 per operation
Requirements:
Spots are limited and at least two family members from different generations must attend.
Plan Today for a Stronger Tomorrow
Walk away with a written succession roadmap that includes operational continuity and stability, strategic tax considerations, cohesive leadership and family alignment, and your vision and strategy.