Family Retreat. Family Meeting.

Traditionally, family meetings have been focused on the family’s current financial, legal, business and philanthropic status. The rising generation often resists attending meetings with this sole focus.

Our family retreats/meetings create an insightful and fun space where family gathers together for the purpose of receiving updates on all of the above topics, plus education on subject areas of interest and deep conversations that are rare after children become adults, move away, and begin their own families. The goal is deeper understanding and compassion, wisdom and curiosity. The family is encouraged to attend with open hearts, ears and minds and enjoy the interactive, exploratory nature of the family gathering.

Family Retreat.
Family Meeting.

Traditionally, family meetings have been focused on the family’s current financial, legal, business, and philanthropic status. The rising generation often resists attending meetings with this sole focus.

Our family retreats/meetings create an insightful and fun space where family gathers together for the purpose of receiving updates and education around all of the above topics, plus education on subject areas of interest and deep conversations that are rare after children become adults, move away, and begin their own families. The goal is deeper understanding and compassion, wisdom and curiosity. The family is encouraged to attend with open hearts, ears and minds and enjoy the interactive, exploratory nature of the meeting.

Topics and issues we explore:

VALUES

We work with families (first individually and then as a family) to illuminate their most deeply held core and aspirational values and what they need to be successful. Our values influence our behavior and how we make decisions. They are the foundation upon which we stand as individuals … as a family…as a family business.

VISION + MISSION

A family’s vision and mission are statements of who they are. They provide guidance for where they are going and how they will get there The creation of a family’s values, vision and mission statement is a very powerful and bonding experience.

CRUCIAL CONVERSATIONS

From learning how to make decisions and govern as a family, to acquiring knowledge as to when and how to have the inheritance conversation, to developing leadership in the rising generation, to embarking on the most difficult conversations…all are skills learned through skillfully designed family retreats.

PREPARING HEIRS TO RECEIVE WEALTH AND RESPONSIBILITY

Family wealth education in the 21st century has changed from focusing primarily on financial education. The 21st century requires recognition and enrichment of individual family members’ human, social, intellectual, spiritual, AND financial capitals.

LEADERSHIP

The topic of leadership has so many dimensions, from identifying and cultivating the leadership style in each family member, to transitioning from being a parental monarch to becoming a mentor.

FAMILY WEALTH BALANCE SHEET

The traditional balance sheet only reflects the family or family business’ financial assets and liabilities. We take the time to explore all the families capitals that make up a family’s wealth (human, social, spiritual, intellectual and financial).

ONBOARDING

Introducing new members into one’s family is a part of life. For families of wealth, it is especially important to take time to create a roadmap for lovingly and effectively introducing and integrating new members into the family’s history, stories, values and culture.

POWER OF THE FAMILY STORY

Family members often know the general history of its family and how the wealth was created. Taking the time to explore, share and document the family story from a lessons learned perspective provides wonderful beacons to future generations.

Topics and issues we explore:

VALUES

We work with families (first individually and then as a family) to illuminate their most deeply held core and aspirational values and what they need to be successful. Our values influence our behavior and how we make decisions. They are the foundation upon which we stand as individuals…as a family…as a family business.

VISION + MISSION

A family’s vision and mission are statements of who they are. They provide guidance for where they are going and how they will get there The creation of a family’s values, vision and mission statements is a very powerful and bonding experience.

CRUCIAL CONVERSATIONS

From learning how to make decisions and govern as a family, to acquiring knowledge as to when and how to have the inheritance conversation, to developing leadership in the rising generation, to embarking on the most difficult conversations…all are skills learned through skillfully designed family gatherings.

PREPARING HEIRS TO RECEIVE WEALTH AND RESPONSIBILITY

Family wealth education in the 21st century has changed from focusing primarily on financial education. The 21st century requires recognition and enrichment of individual family members’ human, social, intellectual, spiritual, AND financial capitals.

LEADERSHIP

The topic of leadership has so many dimensions, from identifying and cultivating the leadership style in each family member, to transitioning from being a parental monarch to becoming a mentor.

FAMILY WEALTH BALANCE SHEET

The traditional balance sheet only reflects the family or family business’ financial assets and liabilities. We take the time to explore all the families capitals that make up a family’s wealth (human, social, spiritual, intellectual and financial).

ONBOARDING

Introducing new members into one’s family is a part of life. For families of wealth, it is especially important to take time to create a roadmap for lovingly and effectively introducing and integrating new members into the family’s history, stories, values, and culture.

POWER OF THE FAMILY STORY

Family members often know the general history of its family and how the wealth was created. Taking the time, however, to explore, share and document the family story from a lessons learned perspective provides wonderful beacons to future generations.

Time to chart a new course?

Let’s navigate together.

Time to chart a new course?

We’ll help you navigate.

Beginning the conversation is the most significant step you’ll take.