Our Family Retreats provide a unique opportunity to align your family in estate and charitable goals. Dedicated time is spent reviewing the current financial picture, gaining insights into prior estate planning, and exploring new ideas to enhance wealth preservation and maximize wealth transfer.

Crafting Successful Retreats:

Conducting successful Family Retreats is both an art and a science. We apply diagnostic tools to uncover individual and collective goals, utilizing a scientific approach to reveal each family member's true vision and strategic path. Weeks before the retreat, each family member submits an assessment, including a motivator map, fostering open conversations and conflict exploration in a comfortable environment.

A Day of Alignment:

The most successful meetings span a full day, hosted in an informal setting, ensuring comfort for all family members. A Certified Facilitator promotes objectivity and guides discussions based on individual assessments, promoting understanding, and uniting families toward mutual estate planning goals. 

Purposeful Outcomes:

By blending holistic estate and estate tax planning with the motivators of each family member, our process gives purpose and structure to a meaningful Family Mission Statement. Together, we create a roadmap for your family's enduring legacy.