WEEKEND RETREAT
TOPICS

Periodic Scheduling of Retreats

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

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

​

Topics that you can expect to see scheduled in the near future include:

​

• Developing an Exit Strategy that Works for You, Your Family and Your Business
   

• Developing a Family Philanthropy Plan: The Glue that Binds the Generations
   

• Building the Foundation for an Estate Plan that Will Leave a Legacy...Not a Mess
   

• Building Your Life Plan: Living a Purpose Driven Life without Regrets
   

• War & Peace: The Process for Resolving Family Conflict

​