Solve some of your family’s greatest issues surrounding wealth, relationships and leadership in a beautiful retreat setting.
Designed to help your family navigate the complexities of family governance and wealth preservation, Preserving Families, Preserving Wealth is a facilitated, hands-on family retreat.
You’ll identify the goals and challenges of the business and family, debate real issues facing families into the future, and develop practical solutions to complicated problems. Explore subjects including governance, multi-generational wealth preservation, communication, generational transitions, the pros and cons of family operations vs. outside executives, responsibilities of ownership, philanthropy, “eldering” and more. World-leading experts help you develop practices to preserve your family’s human, intellectual and financial capital, manage the intricacies inherent in running high-performance companies and strengthen the health of your family team.
Core teachings
- Explore the Interdependence of Family, Ownership and Business – Learn the impact of family dynamics on the business, and vice versa, establish boundaries to balance personal and business priorities, and understanding the complexity of ownership structures that commonly occur in business families
- Relationship Transitions for Business Family Members – Prepare the younger generation for the responsibilities of ownership and wealth
- Manage Relationships – Develop communication skills to negotiate difficult operating and shareholding decisions, and learn the fundamental elements of shareholders agreements for business families
- Plan What Your Family Will Be Known For – Identify your family’s values and beliefs, and their impact on the future of the family; recognize non-negotiable vs. negotiable principles
- Delve into the Business Family Planning Process – Explore Family Vision Statements, prepare for the future with respect to wealth and business
- Organize and Structure the Business and the Family – Learn governance structures for the family, the ownership group and the business; and identify and select an appropriate governance structure
- Succession and Continuity Leadership – Prepare all stakeholders for the succession process
Learn from the experts
Gain insights from internationally renowned experts in facilitation, family business, governance and more. Instructors change from year to year, but past teachers have included; Philippe de Gaspé Beaubien II, founder and Chairman of Télémédia Corporation; Nan-b de Gaspé Beaubien, co-founder of the Business Families Foundation (BFF); James E. Hughes Jr., author of the landmark book Family Wealth: Keeping it in the Family; and Dr. John A. Davis, chair of Harvard Business School’s Families in Business: From Generation to Generation program.
Retreat to Sonora Resort
The retreat is held at Sonora Resort on Sonora Island, a pristine jewel of B.C.’s West Coast. This five-star resort offers an extraordinary level of service, with gourmet cuisine, a luxury spa, and breathtaking outdoor adventures—just a one-hour flight from Vancouver.
For more information, please see www.sonoraresort.com.
Program dates
TBD.
Fees (per person)
Preserving Families, Preserving Wealth
$7500 + HST (Note: CAFE members are eligible for a $1250 discount)
*All program fees are tax deductible.