September 25-26, 2025
Four Seasons, Austin
Network toward actionable Solutions and Best Practices
We invite you to a two-day high-impact workshop to share best practices and solve pressing challenges as a mid-sized firm. This focused conference offers a unique opportunity for partners and decision makers to collaborate and foster meaningful peer exchange on key practice management topics: growth and scale, tech stack optimization, succession planning, tax planning and business development. We have scheduled the workshop leading into year-end to allow thoughtful reflection and forward-thinking, providing the ideal environment for shaping our firms’ future success.
When
September 24-26, 2025
Where
The Four Seasons Hotel, Austin, TX
Why
FOCUSED
COLLABORATION
Work closely with peers in similar-sized firms to tackle shared challenges.
GROWTH
STRATEGIES
Gain insights on scaling your firm through organic growth and business development.
PRACTICAL
SOLUTIONS
Discuss real-world solutions for tech, tax and succession planning.
INTERACTIVE
FORMAT
Engage in hands-on, solution-driven conversations that drive actionable outcomes.
STRATEGIC
TIMING
Reflect on your firm's future as you plan for year-end and beyond.
About Your Host
Optas Capital is a fee-only registered investment advisory firm headquartered in Austin, Texas. The firm specializes in serving the distinct and often complex financial needs of primarily first-generation high-net-worth individuals. With a focused advisor structure and an agile support team, Optas Capital is built for operational efficiency and deep, personalized client relationships.
The firm offers a full suite of services—including family office support, financial planning, asset management, small business advising, and charitable giving. Its tax preparation offering, launched two years ago, has quickly become a highly valued part of its comprehensive planning approach. Optas Capital emphasizes transparency by clearly defining the scope of its services—what they do and, just as importantly, what they don’t—fostering trust through aligned expectations and deliberate structure.
Austin Awaits
Austin in late September, with its mild fall weather and fewer crowds, is a great time to enjoy the city’s vibrant live music scene, eclectic cuisine, outdoor focus and laid-back vibe.
Explore the many attractions Austin has to offer.
Lake Travis — Take a day trip to boat, waterski, wakeboard, tube, fish or simply enjoy the scenery.
Barton Springs Pool — Take a dip in this natural spring-fed pool.
Bats at Lady Bird Lake — Kayak or take a sunset boat tour to witness the stunning spectacle of bats at dusk.
Two Step — Move your feet to the beat at Austin classics like White Horse Saloon and The Broken Spoke.
Live Music Scene — Enjoy Austin’s vibrant music culture at the city’s many bars.
Texas Capitol — Take a tour to learn about this historic building, the state and its legislature.
SoCo — Explore the shops, food and drink on South Congress.