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Where AI Intelligence

Meets Human Wisdom

A one-day private retreat for business owners to strategically navigate business

growth, real estate investing, wealth preservation, tax efficiency, and legacy planning—

using AI as a thinking partner and human advisors as guides.

A one-day private retreat for business owners to strategically navigate business growth, real estate investing, wealth preservation, tax efficiency, and legacy planning— using AI as a thinking partner and human advisors as guides.

One-Day In-Person Retreat

Limited, Curated Group

Application-Based Attendance

Date

Apr 24, 2026

Time

10:30 AM – 02:30 PM

Location

Orange Hill (6410 E Chapman Ave, Orange, CA 92869)
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Designed for Business Owners

Who Think Long-Term

This is not a seminar.

It is a curated, in-person strategic experience for business owners who want clarity

—not noise.

In an era of unlimited information and AI-generated answers, this retreat creates space

to think clearly, ask better questions, and make confident decisions with both

technology and human wisdom.

strategic intelligence

Our Distinguished

Speakers and Panelists

Thuy Tran - Chief Investment Officer

KYUR

Franck Bideau - Vice President

Orange County – Exchange Resources, Inc

Scott Hults - Regional Vice President

Equitable

Thomas Tran - Broker Associate, MBA

Roger Loyd - Special Projects

Director, Customized Training Institute for Artificial Intelligence

Bonnie Chan Brown, CPM®, CCIM

AFFINITY PROPERTY MANAGEMENT, INC.

Who This Experience

Is For

Established business owners and entrepreneurs

Real estate investors (active or planning)

Professionals seeking tax-efficient strategies

This retreat is intentionally small to preserve depth, quality, and trust.

The Challenge Most

Business Owners Face

Information Overload

Too much information, little integration

AI Without Judgment

AI tools without human

judgment

Fragmented Planning

Business, real estate, tax, and estate planning treated

separately

This retreat connects the dots.

The SohoSocal

Philosophy

At SohoSocal, we believe meaningful wealth decisions should never rely on tools alone

—or advice in isolation.

AI-Assisted Strategic
Thinking

Leverage AI as a thinking partner to model scenarios and explore possibilities

Human Experience
& Perspective

Engage with seasoned professionals who bring real-world context and wisdom

Real-World Frameworks

Apply practical business, real estate, and legacy planning frameworks

This approach helps business owners navigate the U.S. system with clarity, confidence, and

intention.

What You Will Gain

in One Day

Established business owners and entrepreneurs

How business and real estate decisions affect taxes and legacy

How capital structure impacts long-term control and flexibility

How to think about estate and succession planning early—not late

How to reduce blind spots that lead to costly mistakes

A One-Day

Immersive Experience

Morning

  • State of the market
  • Panel discussion, real estate, financial strategies
Lunch
  • Estate and Tax planning technique
Afternoon
  • Applying AI to Real-World Business Challenges
  • Strategic AI Tools for Business Owners

From Wealth Creation

to Wealth Continuity

Estate planning for business owners is not about

documents—it is about control, continuity, and clarity.

This retreat introduces a strategic framework to help you think about:

Business succession vs exit

Ownership vs control

Timing and tax sensitivity

Family alignment and legacy intentions

All discussions are educational, strategic, and human-centered.

Guided by

Human Experience

Engage in live discussions with experienced professionals across business strategy, real estate, financial tools, risk management, and legacy planning.

Panelists are selected for perspective—not promotion.

No selling. No pitches. Just insight.

What You Will Gain

in One Day

Pre-Retreat Strategic Orientation

Assessment to prepare your strategic focus

Guided AI Prompt Framework

Curated prompts to maximize your AI strategy sessions

Advisory Panel Access

Direct engagement with industry experts

Post-Retreat Learning Resources

Continued access to tools and frameworks

Optional SohoSocal Platform Invitation

Access to the SohoSocal advisory platform

Attendance Is

Limited by Design

To preserve the quality of conversations and outcomes, attendance is application-based.

We curate each group to ensure alignment, trust, and meaningful engagement.

Apply to Attend
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Orange County

In-Person

One Day

Thank You For

Joining Us

Last Friday, under the golden light of an Orange Hill sunset, we marked a significant milestone for Soho SoCal. It was my distinct honor to host our inaugural exclusive event: “Where AI Intelligence Meets Human Wisdom.” When I founded Soho SoCal, my vision was to create a platform that offers more than just financial guidance—I wanted to build a community where professionals and investors could navigate the complexities of the modern world with “Quiet Confidence.” Last week, we did exactly that.

A Confluence of Minds

The evening brought together a brilliant cohort of leaders from the real estate, finance, and estate planning sectors. As we overlooked the sprawling landscape of Orange County, our conversation turned toward a landscape that is shifting even faster: The AI Revolution.
We explored how artificial intelligence is no longer a distant “future” concept but a present-day tool that is actively reshaping how we manage assets, protect legacies, and build communities.

Knowledge vs. Wisdom

One of the most profound takeaways from our discussion was the distinction between knowledge and wisdom.
  • Knowledge is the vast ocean of information we learn and gather.
  • Wisdom is our uniquely human ability to discover something new, to empathize, and to apply that knowledge with moral and strategic intent.
While AI can process knowledge at lightning speed, it is the Human Wisdom—our collective experiences, ethics, and intuition—that provides the compass. At Soho SoCal, we believe the future belongs to those who can master both.

Turning Vision into Reality

A highlight of the evening was a seamless demonstration by Brendan Ryan, showcasing the capabilities of Claude. It made one truth crystal clear: the path to turning our intangible ideas into material products and services is shorter than it has ever been. With an AI boost, our ability to serve our clients with precision and speed is reaching unprecedented levels.

A Sincere Thank You

I am so happy that this first event hosted by Soho SoCal provided tangible value and sparked such meaningful connections. To the investors and professionals who attended: your curiosity and commitment to excellence are what make our community resilient.
I want to extend a special thank you to those who helped make the dialogue so rich: Kate Hoang, Bonnie Brown (CPM, CCIM), Benson Truong, Karley Dinh, Thuy Tran, Franck Bideau, Thomas Tran, and Martin Le.

The Path Forward

This is only the beginning. As we move forward, Soho SoCal will continue to be a bridge—connecting you to the latest innovations while keeping you grounded in the timeless principles of wealth stewardship.
Let’s keep connecting. Let’s keep investing. And most importantly, let’s keep leading with wisdom.
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Registration is Now Closed

Thank you for the incredible interest in our event! We have officially reached our maximum capacity and are unable to accept further registrations at this time.

We’re sorry we can’t accommodate everyone, but we’d love to keep you in the loop for future sessions.

Strategic Capital Orientation

A brief, educational assessment designed to help business

owners better understand how they think about capital,

investing, and decision-making.

< 2 min

No data required

This assessment takes less than 2 minutes. No personal financial data required.

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+1 (714) 947-3117