Event CalendarEvent/Flagship RetreatFlagship Retreat/Sponsorships
Sponsor the Avestix Frontier Flagship Retreat
Sponsorships.
Place your brand inside the room at Avestix Frontier's annual gathering in Grand Cayman.
Avestix Frontier Flagship Retreat
Reach the room at
the Frontier Year's annual retreat.
The Flagship Retreat is a working event, not a trade show: three days on Seven Mile Beach, built around family offices and UHNW principals. Every principal in the room is a member or a member's invited guest—curated, guarded, with personal data protected. A self-selecting community, not a mailing list.
250 principals, drawn from family offices, next-gen heirs, women inheriting wealth, corporate sponsors and expert facilitators — the full profile breakdown publishes once registration opens. As the centerpiece event of the Frontier Year, the Retreat is the one room this community assembles in full, once a year.
01
A Working Retreat
Three full working days on Seven Mile Beach. No pitches, all working sessions — sponsorship sits inside the sessions members attend.
02
A Confirmed Audience
Every principal in the room is a member or a member's invited guest—curated, guarded, with personal data protected. A self-selecting community, not a mailing list.
03
The Year's Centerpiece
The gathering where the whole community convenes in full — the highest-visibility placement across the calendar.
Retreat Sponsorship
Four ways to sponsor.
Enquire for current availability and investment.
Presenting Partner
The Retreat
$150K–$250K
Category exclusive. Top billing across the three days.
- Exclusive "Presenting Partner" designation across all retreat materials (website, agenda, signage)
- 6 seats at the Retreat (full access, all 3 days)
- 10 curated 1:1 meetings with family office principals (introductions made by Avestix, both sides opt in)
- Keynote introduction opportunity (3-min welcome on Day 1, non-sales)
- Logo placement on main stage backdrop, registration desk, and Foundation Gala Dinner materials
- Dedicated email blast to 250 principals pre-retreat (1x, approved content only)
- Post-retreat attendee list (with consent) + recap deck
For a larger commitment, contact sponsorships@avestix.com.
Sponsor — EnquirePrincipal Partner
A Program Day
$75K–$125K
Branded presence tied to one day of the program.
- Exclusive "Principal Partner" designation for one day (Day 1: Frontier Technology, Day 2: Wealth, Structure & Capital, or Day 3: Legacy, Next-Gen & the Gala)
- 4 seats at the Retreat (full access, selected day)
- 6 curated 1:1 meetings with family office principals (introductions made by Avestix, both sides opt in)
- Logo placement on day-specific materials (agenda, signage)
- Welcome remarks for that day's sessions (2-min, non-sales)
- Branding at coffee breaks + lunch for that day
- Post-retreat attendee list (with consent) for that day only
Supporting Partner
A Room or Reception
$40K–$60K
Presence at a single space — a reception, a lounge, a hosted meal.
- Exclusive branding for one space (Welcome Reception, Coffee Lounge, or Gala Cocktail Hour)
- 3 seats at the Retreat (full access, all 3 days)
- 4 curated 1:1 meetings with family office principals (introductions made by Avestix, both sides opt in)
- Logo placement on space signage
- Opportunity to host the space (provide staff, materials, light branding)
- Mention in opening/closing remarks (1x, non-sales)
Session Partner
A Single Session
$25K–$40K
Scoped to one working session or roundtable — visibility and hosting around it. This does not include the speaking slot itself: programme leaders are curated separately, never for purchase. Apply to speak.
- Exclusive "Session Partner" designation for one working session (60–90 min, 40 pax)
- 2 seats at the Retreat (full access, all 3 days)
- 3 curated 1:1 meetings with family office principals (introductions made by Avestix, both sides opt in)
- Logo placement on session materials (agenda, room signage)
- Opportunity to provide session materials (templates, checklists, frameworks — pre-approved)
- Branding on session recap deck (post-retreat, shared with all attendees)
What's Included
What a sponsor gets on the ground.
The physical presence attached to each tier — final scope confirmed once tiers are set.
On-Site Presence
Presenting Partner
- 3-min keynote introduction on Day 1 (non-sales welcome to all 250 principals)
- Exclusive branding on main stage backdrop (all 3 days)
- Dedicated "Presenting Partner Lounge" (high-traffic area, branded seating, light refreshments)
- Premium signage at registration desk, main ballroom entrance, and the Foundation Gala Dinner
Principal Partner
- 2-min welcome remarks for your sponsored day (non-sales)
- Exclusive branding on day-specific materials (agenda, signage)
- Branded coffee break or lunch area for your sponsored day
- Signage at breakout room entrances + main foyer
Supporting Partner
- Branding at your sponsored space (reception, lounge, or hosted meal)
- Opportunity to host the space (provide staff, materials, light branding)
- Signage at space entrance
- Mention in opening/closing remarks (1x, non-sales)
Session Partner
- Logo placement on session materials (agenda, room signage)
- Opportunity to provide session materials (templates, checklists, frameworks — pre-approved)
- Branding on session recap deck (post-retreat, shared with all attendees)
- No speaking slot (programme leaders curated separately, never for purchase). Apply to speak
Hospitality & Access
Presenting Partner
- 6 delegate passes (full retreat access, all 3 days)
- Invitation to the Foundation Gala Dinner (Wednesday, 3 February, 12 pp table with principals)
- Priority introductions to 10 attendees (curated by Avestix, both sides opt in)
- Post-retreat attendee contact list (opt-in only, with consent)
Principal Partner
- 4 delegate passes (full retreat access, selected day)
- Invitation to the Foundation Gala Dinner (Wednesday, 3 February, 12 pp table with principals)
- Priority introductions to 6 attendees (curated by Avestix, both sides opt in)
- Post-retreat attendee contact list (opt-in only, for that day only)
Supporting Partner
- 3 delegate passes (full retreat access, all 3 days)
- Invitation to your sponsored space (reception, lounge, or hosted meal)
- Priority introductions to 4 attendees (curated by Avestix, both sides opt in)
- Post-retreat attendee contact list (opt-in only, with consent)
Session Partner
- 2 delegate passes (full retreat access, all 3 days)
- Invitation to Session Partner networking break (30 min, Day 2 or 3)
- Priority introductions to 3 attendees (curated by Avestix, both sides opt in)
- Post-retreat attendee contact list (opt-in only, with consent)
Corporate Sponsors · By Invitation Only
The counsel in the room is curated, not sold.
25 Corporate Sponsors maximum, curated to a 10:1 principal-to-sponsor ratio. No competing brands share a category. No booths, no pitches: they sit at the table and work the problem with you.
Eligibility Criteria
- Serves family offices or UHNW individuals (B2B, not B2C)
- Aligns with retreat pillars (AI, cybersecurity, succession, tax, next-gen, women's, co-investing)
- Agrees to "no sales pitch" guardrails — working session facilitation only
- Vetted by the Avestix Frontier sponsorship committee
Categories · One Per Tier
- AI & Automation (Presenting or Principal Partner)
- Cybersecurity (Presenting or Principal Partner)
- Tax & Legal (Presenting or Principal Partner)
- Wealth Technology (Principal or Supporting Partner)
- Family Governance (Supporting or Session Partner)
- Next-Gen Education (Supporting or Session Partner)
- Women's Wealth (Supporting or Session Partner)
- Co-Investing Platforms (Session Partner)
How It Works
Application Process
01
Enquiry
Submit enquiry via the sponsorship form or email sponsorships@avestix.com.
02
Screening Call
15-minute call to verify fit, category availability and guardrails.
03
Formal Proposal
Sent within 48 hours, if the category is available.
04
Contract & Payment
Due within 14 days of the proposal.
05
Session Design Workshop
January 2027, a 60-minute working session.
06
Retreat Participation
1–3 February 2027.
Deadline: 30 November 2026, or until all 25 slots are filled — whichever comes first. Corporate Sponsors seeking to join should write to us, or review the partnership options.
Avestix Fortuna
The women's circle, at the Retreat.
Matriarch-led and innovation-driven, Avestix is positioned to support, empower and champion women-led and next-generation wealth — routinely overlooked in traditional family office programming. The Women & Inheritance pillar runs as its own track inside the Legacy, Next-Gen & the Gala day. One track partner, plus one brand per service category, each held exclusively for the Retreat.
Track Partner
Avestix Fortuna
$50K–$75K
Category exclusive presence across the Women & Inheritance track.
Enquire
Fortuna Service Categories
Spa & Wellness
From $20K
Full spa access, with treatments scheduled around the working sessions.
Aesthetics · Injectables
From $20K
Private, appointment-only consultations and light treatments.
Regenerative & Longevity
From $20K
IV therapy and recovery work, plus longevity diagnostics for the Retreat.
Organic Hair & Skincare
From $15K
Clean-formula styling and skincare, gifted to every member.
Couture & Beauty House
From $40K
Pieces selected for the welcome reception and the Foundation Gala Dinner.
Fine Wine & Spirits
From $25K
Wine and spirits pairings at the welcome reception and the Foundation Gala Dinner.
Private Aviation & Yachting
From $40K
Positioning flights and charter arrangements for principals.
Wealth & Inheritance
From $25K
A seat in the Women & Inheritance track.
Member Gifting
From $10K
Presented to every member on arrival.
Personal Training
On Request
Early sessions before the day's program.
Spa, aesthetic and wellness services are subject to venue and provider availability.
The Track Covers · Day 3: Wednesday, 3 February (Women's Track, 50 pax, closed-door)
- Session 1: "When Wealth Comes Suddenly: Divorce, Death, or Exit — Navigating the First 12 Months." Firedown conversation, 90 min. Women inheriting wealth face unique challenges in the first 12 months: advisor teams who don't listen, family dynamics that shift overnight, mental health stigma, and the "Am I qualified?" syndrome. This session creates a safe space to share real experiences and build peer support networks.
- Session 2: "Building Your Advisor Team: Lawyers, Therapists, Family Office CIOs Who Get It." Panel + speed networking, 90 min. Women need advisor teams who understand sudden wealth, gender dynamics, and mental health. This session brings together vetted lawyers, therapists, and family office CIOs who specialize in women's wealth — followed by speed networking to build relationships.
- Session 3: "Philanthropy as Power: Using Wealth to Drive Change Without Burning Out." Strategy session, 90 min. Women inheriting wealth often turn to philanthropy as a way to create meaning and impact, but burnout is real. This session explores how to use wealth strategically for social change — without sacrificing personal well-being or family harmony.
- Session 4: "The Avestix Fortuna Circle." Closed-door peer circle, 60 min. The Fortuna Circle is an ongoing peer support network for women inheriting wealth. This session introduces the circle, shares success stories, and invites participants to join the monthly virtual meetings (15–20 women, facilitated by a therapist and an investment coach).
Legacy & Collectables
The society behind the collection.
Passion assets that pass down — valuation and provenance, how a collection is held, which heirs actually want it, and gifting as philanthropy. The Art & Collectables pillar runs inside the Legacy, Next-Gen & the Gala day.
Track Partner
Art & Collectables
$40K–$60K
Category exclusive presence across the Art & Collectables track.
Enquire
The Track Covers · Day 2 or 3 (50 pax, closed-door)
- Session 1: "Valuation & Provenance: What Your Collection Is Really Worth." Expert panel + Q&A, 90 min. Art and collectables are often the largest non-financial assets in a family office portfolio, yet most families have no idea what they're worth or where they came from. This session covers how to get a defensible valuation, why provenance matters, red flags in valuations, and when to insure, sell, or donate.
- Session 2: "Holding Structures: LLCs, Trusts, and Private Museums." Working session, 90 min. How you hold a collection determines tax treatment, liability exposure, and succession options. This session explores LLCs vs. trusts vs. private museums, Cayman vs. Delaware vs. offshore structures, insurance and liability protection, and private museum structures.
- Session 3: "Succession of a Collection: Which Heirs Actually Want It?" Firedown conversation, 90 min. The hardest question in collection succession: do the heirs actually want it? This session covers how to assess heir interest, what to do when heirs don't want it, how to divide collections fairly, and case studies of families who navigated collection succession — successfully and otherwise.
- Session 4: "Gifting & Donation: Philanthropy Through Art." Strategy session, 90 min. Gifting art and collectables to museums, universities, or charities can be a powerful philanthropic tool, but the tax and legal complexities are real. This session covers charitable remainder and lead trusts, fractional gifting, museum donation agreements, and the available tax benefits.
Places For Your Team
Bring your own team into the room.
If you sponsor a Retreat tier, including as a Corporate Sponsor, your team attends on the seats and delegate passes your tier lists. Once your sponsorship is confirmed, the partnerships team collects your delegates’ names.
The Fortuna and Art & Collectables track partnerships and the Fortuna service categories above don’t include places, except Wealth & Inheritance, which includes a seat in the Women & Inheritance track. Ask the partnerships team at sponsorships@avestix.com. For Wealth & Inheritance, the partnerships team will ask for the attendee’s name once confirmed.
01
Three Working Days
Monday to Wednesday sessions, workshops and roundtables on the agenda, alongside the same 250 principals your sponsorship reaches.
02
A Seat in Every Session
No separate sponsor track. The same program, the same agenda, the same room.
03
Bring Your Team
Retreat tiers include places for your team; see above. Questions: sponsorships@avestix.com.
What Each Place Includes
- The full program, February 1–3, 2027 — three full working days, Monday to Wednesday
- All sessions, workshops and roundtables on the agenda
- Meals served during program hours
- Evening receptions that form part of the program
You Arrange Separately
- Flights to and from Grand Cayman
- Accommodation — no hotel or room is bundled with registration
- Airport transfers and ground transport
- Anything outside program hours, including meals, excursions and incidentals
Sponsor Teams
Bring Your Team
Included With Retreat Tiers
Retreat tiers include places for your team; see above.
Ask About Team Places
Attending as a member? Members register.
Beyond The Retreat
One retreat, or the full year.
Sponsors can take the Flagship Retreat on its own, or as part of the Annual Frontier Partnership — a single commitment spanning every dinner, voyage, and the Retreat itself across the Frontier Year. See the Annual Partnership tiers on the main Sponsorships page.
Looking to present a deal to the room? Deal Sponsor places are by invitation. See Deal Sponsors.
Get In Touch
Enquire about sponsorship.
Tell us which tier you're interested in and our partnerships team will follow up with availability and next steps.
Get In Touch
Bring your brand into the room.
Tell us which tier you're interested in and our partnerships team will follow up with availability.