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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Gregory Chapman

Our practice focuses on delivering tailored wealth management solutions to business owners, families, and post-liquidity retirees. From investment strategies and tax-efficient financial planning to risk management and generational wealth...

ABOUT GREGORY

Our practice focuses on delivering tailored wealth management solutions to business owners, families, and post-liquidity retirees. From investment strategies and tax-efficient financial planning to risk management and generational wealth preservation, we aim to simplify the complexities of managing financial success. 


As a second-generation business owner, I bring firsthand knowledge of the unique challenges and opportunities facing family enterprises. Additionally, we provide strategic guidance on mergers, acquisitions, and liquidity events, leveraging extensive resources and collaborative partnerships to ensure your business transitions align with your financial and legacy goals.


For those with unique interests, such as aviation, real estate, or global travel, we offer specialized insights and strategies to align these passions with your broader financial objectives.