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[Not Included in Annual Forum Fee]

This will provide a unique opportunity to unwind and focus on one topic of special interest.


Attendees will be determined based on the topic and can either be: just parents, just siblings, just business owners and/or business leaders, the entire family, or other types of configurations.


The Weekend Retreat will be three-days at a resort setting in which 6 to 12 families or family business leaders will come together to have a little fun, network and to make great strides in accomplishing a specific family or business objective.

Each attendee group (e.g., family, business, etc.) will have a dedicated, weekend dean that is themselves an expert in the weekend topic.


Your dean will make sure that you come prepared for the weekend by sending you some simple questionnaires and worksheets—nothing too time-consuming—to maximize the benefits you receive over the weekend.


As you go through the various learning experiences over the weekend, your dean will be inconspicuously by your side to answer questions and provide assistance.

With just 5 to 11 other families, you will have direct access to the assortment of experts that will conduct sessions throughout the weekend—this includes some one-on-one time.


Perhaps one of the most valuable aspects of the weekend will come from the more intimate settings which allow for meaningful exchanges of experiences with other attendees. You will likely make some life-long friendships with your fellow attendees that will prove very rewarding in their own right.

Interwoven during the weekend will be some fun activities and time just to take in the serenity and beauty of the resort environment.

Following your weekend experience, your weekend dean and regular dean will schedule a ‘debrief’ video conference to make sure that you capture the most value from your weekend, formulate a plan of action, and provide ongoing support.

"The purpose of life is not just to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.

- Ralph Waldo Emerson

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