October 27 - 29, 2025
Montage Palmetto Bluff
Bluffton, South Carolina
You’re Invited!
Join us for an exclusive, invite only retreat designed to bring together our families, friends, and colleagues, to socialize, learn from thought leaders about hot and emerging topics, relax, and connect.
Event Details
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Location
Montage Palmeto Bluff
Bluffton, South Carolina
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Dates
Monday, October 27th to Wednesday, October 29th, 2025
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Questions
We’re happy to help!
courtney.bates@penningtonptrs.com
Agenda - Coming Soon!
Frequently Asked Questions
We look forward to seeing you this October at 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 Courtney Bates at (202) 654-5830 or courtney.bates@penningtonptrs.com.
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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 Southall Farm & Inn Reservations at (615) 282-2000 to adjust.
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477 Mount Pelia Road
Bluffton, SC 29910Monday, October 27th to Wednesday, October 29th.
The official program begins on October 27th at 6:00 pm ET.
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The resort is accessible from the Nashville International Airport.
Nashville International Airport (BNA) is closest to the resort, a 35-40 minute drive by car. You can fly here directly from Houston, New York City and the Washington, DC area.
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Uber and Lyft
Rideshares, such as Uber and Lyft are available, and the one-way fare starts at $25-$35 from Nashville International Airport, depending on traffic. Please consult your Lyft or Uber app upon arrival for current fares, ride types, and rates.Taxis and Black Cars
Taxis and black cars are available at all airports. If you prefer black car service, a good option is to contact the Southall Farm & Inn concierge at (615) 282-2000 who can assist with booking. They use a private luxury transportation service called Best VIP. Rates are based on airport and vehicle type.Nashville International Airport (BNA)
—Executive Sedan (2 passengers max - standard luggage), Arrival $300/ Departure $300—SUV (4 passengers max - large luggage/golf clubs), Arrival $350 / Departure $350
At BNA Airport: When leaving BNA, to meet your driver (Taxis, Uber, Lyft) head to the Ground Transportation Center on Level 1 of Terminal Garage 2.
Driving Directions
Driving to the resort, enter the address: 2200 Osage Loop
Franklin, Tennessee 37064Rental Car Parking
The resort fee covers overnight parking for one car per room. Complimentary valet parking is available. -
Check-in begins at 4pm on 10/26, and check-out is 11am on 10/28. 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 (615) 282-2000 and they will do their best to accommodate.
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We have also secured discounted rates for three nights preceding and three nights following the retreat, should you wish to extend your stay.
If you wish to extend your stay contact Southall Farm & Inn at (615) 282-2000
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During the day we expect a high of 70 and sunny weather. In the evenings, we expect temperatures in the 50s and suggest you bring a sweater or light jacket.
Daytime attire is smart casual, and dinner attire is business casual (jackets optional, polos are fine.) We want you to be comfortable!
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ADD TEXT
If you have any questions or did not receive the email, please contact Courtney Bates at 202-654-5830 or courtney.bates@penningtonptrs.com.
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We recommend you pack sunscreen, sunglasses, a hat and a light jacket or sweater 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!”