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THE EXPERIENCE
A private yacht gathering designed for meaningful conversation, high-value perspective, and curated connections.
Board + Welcome
Private arrival, welcome, and onboard introductions.
​PRIME Focus
​Estate planning and tax strategy for affluent individuals and investors.
Cruise + Connect
Scenic networking and curated conversations on the water.
Featured Perspectives
Andres on protecting the real estate deal; Horacio on property coverage questions.
Midpoint Podcast
Mark Shapiro + PRIME Corporate Services.
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Close + Hospitality
Final takeaways, relaxed conversation, and closing moments.
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40-MINUTE PRIME CONVERSATION
WHAT PRIME WILL TEACH
A focused conversation on two of the most important planning priorities for affluent families, investors, and business owners.
ESTATE PLANNING
Protecting what you built — and preparing it for the next generation.
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Wills and trusts
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Beneficiary alignment
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Family continuity and control
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Business succession questions
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Preparing wealth for the next generation
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TAX STRATEGY
Planning ahead before major financial decisions are made.
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Planning before major financial decisions
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Tax-efficient ownership questions
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Real estate tax considerations
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Depreciation and 1031 exchange questions
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Gifting, inheritance, and charitable-planning considerations
This conversation is designed to help guests ask better questions, think proactively, and protect what they are building.
Distinct topics • One curated conversation
RESERVE YOUR SEATS
Confirm your package and be part of an elevated day of conversation, strategy, and connection.
01
Choose your seating package
02
Confirm your guest count
03
Receive final yacht details once released
PRIME Corporate Services × Shapiro
Estate planning + tax strategy
Andres Ferrando + Horacio featured perspectives