The Hunt, Client Conference 2026

It takes place at The Westin Savannah Harbor Golf Resort + Spa in Savannah, Georgia.

The organizer identifies trust and wealth management professionals as its audience.

It is most useful for trust and wealth management staff who already run Cheetah software, since the speaker list is dominated by Cheetah's own team and the program is framed around improving business processes and getting time with the support team. Outside speakers such as Tim Holland of Orion and John Henry of AssetMark add an industry view, but firms that do not use Cheetah would get less from it than from a general trust industry meeting.

Attendees at trust and wealth management conferences usually wear business casual, with slacks and collared shirts or blouses, and a blazer for the main sessions. The Savannah Harbor golf resort setting in November points to relaxed, smart-casual clothing with a light layer for evenings by the river.