Family Retreats

Family Retreats combine the content of a workshop with the intimate setting of a retreat to help individual families discuss their preparedness for the age transitions in their future. Family Retreats bring together the family's advisor team and family members to assess current plans, uncover gaps, and create action plans for the family to implement with the help of their other advisors.

I've found that Family Meetings are most effective when everyone can get away from the demands of work and home, so I prefer to host Family Retreats at convenient lodgings near the family.  Click Here for Typical Agenda.


Family Retreat Fee

  • $1995 for up to four family members
  • $  195 per additional family member
  • No charge for advisor team members

Fees for Family Retreats are exclusive of the venue costs. When you request a retreat, we will provide venue options with their package price for the number of family members and advisors you will bring. 

Family Retreat Request Form

Contact Name*

Email Address*

Contact Telephone #


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