October 27 - 29, 2025
Montage Palmetto Bluff, Bluffton, South Carolina

You’re Invited!

Join us for an exclusive retreat with family, friends, and colleagues — a chance to relax, connect, and explore emerging ideas with thought leaders.

Event Details

Agenda - Coming Soon!


Frequently Asked Questions

We look forward to seeing you this October at the Montage Palmetto Bluff, in beautiful Bluffton, SC. Here is information to help you plan your trip.

Please check back here for more details to stay up to date! If you have any questions, reach out to Lauren Lennahan at 240-483-4883 or lauren.lennahan@penningtonptrs.com

  • All of the rooms in our block, regardless of room type, are currently reserved with king beds. If you would prefer to have a room with two queen beds instead, please reach out to Montage Palmetto Bluff at (843) 706-6500 to adjust.

  • The resort is accessible from the Savannah International Airport.

    Savannah International Airport (SAV) is closest to the resort, a 35-45 minute drive by car. You can fly here directly from Houston, New York City, Washington, DC and other locations. We recommend booking flights as soon as possible to ensure the most convenient flight experience.

    Please note that the Hilton Head Airport should not be used as there is a greater likelihood of delayed or re-routed flights.

  • Booking Your Flight 

    The resort is best accessed from the Savannah/Hilton Head International Airport.  

    Book Early: October is a busy time in the area due to conferences and the football season. We recommend booking flights as soon as possible to ensure the most convenient experience.  

    Savannah/Hilton Head International Airport (SAV):

    A 35-45 minute drive by car. You can fly here directly from Houston, New York City, Washington, DC and other locations.  

    Please note, the Montage does not recommend Hilton Head Island Airport where flights are much more likely to be delayed or re-routed. 

    Ground Transportation to the Resort  

    Book Early: October is a busy time in the area. To ensure timely pick-up and departure, we recommend booking your car service as soon as you have your flight information. We also advise pre-scheduling your Uber/Lyft using that option in their apps – both allow booking up to 90 days in advance.  

    At SAV Airport:

    When leaving SAV, to meet your driver (Taxis, Uber, Lyft) head to the Ground Transportation Center on Level 1. 

    Uber, Lyft, Taxi:

    Best for Arrivals Only

    These options work for getting to the Montage from SAV airport.  The one-way fare for Uber and Lyft start at $60-70. Please consult your Lyft or Uber app upon arrival for current fares, ride types, and rates.  

    For your ride back to the airport, we strongly recommend booking a car service in advance (see below) instead of relying on Uber or Lyft.

    Taxis are also available at SAV airport.  

    Car Service:

    Best for Arrivals/Departures

    These options are best for your departure to the airport (and can also be used both ways). We strongly recommend booking a car service in advance instead of relying on Uber or Lyft.

    There are few Uber/Lyft drivers available in the town of Palmetto Bluff, where the resort is located. There can also be a long wait time for Uber/Lyft drivers. 

    The following are quality car services recommended by the Montage. 

    Priscilla Rentz Car Service:

    Call or text Priscilla at (843) 816-0175  

    Sedan (2-3 passengers with – standard luggage), one-way $105

    Toyota Sienna SUV (4-6 passengers – best for large luggage/golf clubs), one way $105   

    Cancel up to three days prior for a refund with no cancellation fee. Note: book total number of passengers at time of booking, no additions permitted day of due to insurance requirements. It is better to overestimate rather than underestimate your needs at the time of booking.

    Palmetto Car Service:

    Visit: Palmetto Car Service to book. Pennington Promo Code: PPR2025 (for $6.50 off prices below)  For questions call/text Brian (843) 981-1111 or email palmettocarservice@gmail.com

    Sedan (2-3 passengers with standard luggage), one-way $167, for one passenger; $7 each additional. 

    Black Suburban SUV (4-6 passengers – best for large luggage/golf clubs), one way $303, for one passenger; $7 each additional.

    Cancel up to seven days prior for refund with no cancellation fee.

    Driving Directions:

    Driving to the resort, enter the address: 477 Mount Pelia Road Bluffton, SC 29910 

    Rental Car Parking:

    Valet parking is available at a rate of $35. 

  • Check-in begins at 4pm on 10/27, and check-out is 12pm on 10/29. If you want to arrange a different check-in or check-out time as it gets close to the event, please inquire at the front desk at (843) 706-6500 and they will do their best to accommodate.

  • We secured discounted rates for three nights preceding and three nights following the retreat.  

    We also secured a discount if you prefer to upgrade your room to stay at a one-bedroom cottage onsite.  

    Starting on June 27th, after you submit your RSVP, if you wish to extend your stay or upgrade your room, contact Montage Palmetto Bluff at (843) 706-6500. Both options are based on availability. 

  • During the day we expect a high of 75 and sunny weather. In the evenings, we expect temperatures in the high 50s and suggest you bring a sweater or light jacket. 

    Daytime attire is smart casual, and dinner attire is business casual (jackets optional, slacks, shirts/blouses, dresses, polos are fine). We want you to be comfortable!  

  • More info coming soon!

  • We recommend you pack sunscreen, sunglasses, a hat and a light jacket or sweater and walking shoes for all excursions.

Accommodations

Montage Palmetto Bluff is a luxury resort nestled along the May River in South Carolina’s Lowcountry, offering refined Southern hospitality amid 20,000 acres of picturesque natural beauty. Blending timeless elegance with modern comforts, the resort features world-class amenities, including a spa, golf course, and fine dining.

 

Family First Focus

Pennington Partners reimagines the family office by providing our partners with a holistic solution to growing, protecting and passing on their legacy. 

Our Multi-Family Office addresses challenges inherent in the traditional family office by providing access to a full suite of dedicated investment, tax and estate planning, personal financial administration and health & wellness solutions, delivered with personalized care.

2024 Annual Retreat - A Glimpse from Last Year!

What Participants Are Saying…

“Outstanding in every way. The atmosphere was collegial and family-like. The presentations were all thought provoking - and the venue was incredible!”

“It was very well planned, the Pennington team was very engaging. Loved being among a community of people who are inspired to do good for the world.”

“I really enjoyed getting to know the Pennington team better, and it was great meeting attendees at outings and the social events.”

“Can't imagine a better venue or meal or company!”

See you in South Carolina!