PRIVATE INVITATION
Where bespoke wealth stewardship converges with the world's rarest single-barrel pours. An unprecedented gathering for distinguished portfolio leaders and collectors.
Strictly Limited to 40 Qualified Principals • By Private Referral Only
THE PRIVATE SPECIFICATIONS
A Taste of Exclusivity
Reserved for forty verified guests. An unhurried afternoon across championship links followed by an intimate evening of rare vintage barrel selections.
BARREL RESERVE SELECTION • LOT NO. 44
DATE & PRIVATE ITINERARY
Thursday, October 22, 2026
11:30 AM : Private Credentialing & Welcome Pour
12:30 PM : 18-Hole Executive Shotgun on Championship Links
05:30 PM : Fireside Master Distiller Tasting & Four-Course Dinner
STRICT ENTRANCE PROTOCOL • INVITATION NON-TRANSFERABLE
THE LOCATION
The Reserve Estate & Club
Championship Fairways & Private Vault. Helipad access and secluded transport coordination provided upon guest RSVP confirmation.
THE POUR LIST
Rare Vintage Flight
• 23-Year Single Barrel Wheated
• 1994 Double Cask Finished Rye
• Master Distiller's Private Cask 128°
18 HOLES • PRIVATE LINKS TOPOGRAPHY
STEWARDSHIP & CELEBRATION
Protecting Your Legacy
True independence is not merely measured by what you acquire, but by what remains impervious to circumstance. We engineer tailored insurance frameworks so your time at the club is spent savoring life, not safeguarding against it.
01 : ASSET DEFENSE STRATEGY
The Quiet Confidence Of Total Insulation
Significant holdings require more than standard policies; they demand custom institutional containment. When your estate, real assets, and enterprise equity are comprehensively shielded, market shifts and unforeseen liabilities become secondary matters.
- High-limit excess liability engineered for complex personal estates
- Entity-level risk rings isolating operating companies from family trust assets
- Discretionary policy structures that safeguard high-profile liquidity
02 : GENERATIONAL CONTINUITY
Preserving Private Clubhouse Traditions
An afternoon round on immaculate turf and an evening uncorking reserve vintages are traditions worth enduring. Our specialized estate coverage models ensure that generational transfers occur seamlessly, preserving family membership privileges and enduring wealth intact.
- Tax-optimized life contracts funding permanent trust survivorship
- Asset liquidity instruments eliminating forced estate divestment
- Bespoke advisory aligning underwriting directly with family office counsels
Confidential advisory provided exclusively by Reserve Group senior wealth partners.
DISTINGUISHED PERSPECTIVES
Amongst Peers
Reflections from executives, founders, and family trustees who join us annually on the fairway.
A rare convergence of peerless hospitality and rigorous strategic discourse. The conversations across eighteen holes yielded more substantive alignment than a year of conventional board sessions.
The caliber of leaders assembled in the clubhouse is unmatched. Reserve Group has mastered the art of fostering high-trust environments where substantial business minds converse with total candor.
Exceptional private-barrel selections paired with discrete, elite stewardship. It was immediately apparent why this gathering remains one of the most guarded calendar commitments of the season.
Reserve Group Private Wealth
Corporate Offices: One Fairway Drive, Suite 400, Jupiter, FL 33477 | Concierge Desk: [email protected] | (800) 492-7182
Important Financial & Regulatory Disclosures: Advisory services offered through Reserve Group Wealth Management LLC, an SEC-registered investment adviser. Insurance and annuity strategies are placed through Reserve Heritage Risk Solutions LLC. Bourbon & Birdies Elite is a private, educational networking forum curated strictly for accredited investors and invited executives. Attendance does not constitute an advisory engagement, solicitation, or offer to buy or sell securities. Past performance is no guarantee of future returns. All market investments carry capital risk, including the possible loss of principal. Tax and estate strategies are subject to jurisdiction changes; please consult your independent legal and tax fiduciaries before taking action.
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