Garza Harris Ltd. To Attend Capstone Conference As Partner

Garza Harris Ltd. has joined as a partner with Capstone Conferences for the upcoming mid-July event at the Gaylord Texan Resort and Convention Center. The conference will take place from July 15-16, and high net worth individuals will come from around the United States to participate in networking, talks, and peer-to-peer learning.

Capstone Conferences act primarily as a networking tool for high net worth individuals. The guest list will include successful entrepreneurs, business principals, and thought leaders, and they will have the opportunity to engage in thoughtful discussions in a non-competitive environment. Guests are permitted only by way of prior application and invitation, thus preserving the private nature of the conference.

Besides the benefits of discussing private financial matters, investments, and strategies with like minded individuals, Capstone guests will enjoy social functions as well. Breakfast, lunch, and cocktail hours will be provided at the beautiful Gaylord Texan location, and Rolls-Royce Motorcars Dallas, another partner at this summer’s Capstone Conference, will provide complimentary test-drives.

Capstone Conferences has invited a collection of industry thought leaders to present research, strategies, and new ideas to attendees. Among the speakers are Attorney Joe Garza, Attorney Cameron Harris, Barrett Kingsriter of Pinecrest Capital, and Maxwell Drever, among others. Some sample sessions include:

  1. Estate planning for the high net worth individual.
  2. Exit planning and business valuation.
  3. Various investment opportunities
  4. Private annuity transactions.  

Roundtable conversations, to be held at the Gaylord as well, afford attendees the chance to meet with multiple presenters over the course of an afternoon to discuss strategy and wealth management.

Other Capstone partners for the July 15 conference will be Rolls-Royce Motorcars Dallas, Pinecrest Capital, Tiger 21, and Summit. Visit the Capstone Conferences website to apply or view more agenda information.

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