LEGACY FAMILY- A FRESH LEADERSHIP OFFERING
The greatest risk to your family's wealth isn't a bad investment.
It's a family that hasn't prepared.
Legacy Family helps successful families build the trust, communication, and governance that carry wealth — and what matters more than wealth — across generations.
70%
of wealth transfers fail by the third generation, and the cause is almost never the investments.
60%
of those failures trace to a breakdown of trust and communication within the family.
20+
years guiding leaders, teams, and families through their most important conversations.
The Problem
“Shirtsleeves to shirt sleeves in three generations.”
Every culture has a version of the proverb, because every culture has watched it happen. The first generation builds. The second generation manages. The third generation loses it — not because of taxes or markets, but because the family never learned to talk, trust, and decide together.
You have excellent advisors for the money: wealth managers, attorneys, CPAs, estate planners. But the estate plan only works if the family does. Legacy Family is the missing piece — a facilitated process that prepares the family, not just the assets.
“This is Meeting One. The goal is not resolution — it is trust.” The Legacy Family design principle
What Sets Our Retreats Apart
01 / Premium Lodging
Our events prioritize comfort, safety, and respect—so you can show up as you are and fully engage in the process.
02 / Expert Facilitation
Led by experienced guides who know how to hold space, encourage participation, and keep things moving with purpose.
03 / Collaborative Energy
Connection is a core part of the process. You’ll learn just as much from the group as from the content itself.
Mallorca
〰️
Colombia
〰️
Marrakech
〰️
Berlin
〰️
Patagonia
Mallorca 〰️ Colombia 〰️ Marrakech 〰️ Berlin 〰️ Patagonia
Lisbon
〰️
Madrid
〰️
Napa Valley
〰️
Vieques
〰️
Cork
Lisbon 〰️ Madrid 〰️ Napa Valley 〰️ Vieques 〰️ Cork
Upcoming Retreats
Featured Retreat
Best
Seller
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Premium lodging with high-quality amenities
All daily meals (local & seasonal)
Guided wellness treatments & meditations
Supplies for all activities
Ample time for rest & reflection
Round-trip airport transport
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Day 1
Time to settle in and start adventuring.Day 2
Immerse yourself in your new surroundings.Day 3
See the sights at your own pace, alone or in small groups.Day 4
Sign up for an optional outdoor adventure or culinary exploration.Day 5
Time to pack up and head home. -
Choose a Retreat
Browse our upcoming events to find the one that feels right for you. We host events year-round in all different locations and climates.Book Your Spot
Sign up and pay all required fees to reserve your spot. If plans change, you can cancel up to 14 days before the retreat start to receive a 50% refund.Review the Welcome Packet
After booking, we'll send you a Welcome Packet with everything you need to know—detailed schedules, packing list recommendations, add-ons to consider, and more.Book Your Travel
We'd recommend booking your transportation to and from the event as soon as possible, to ensure you can arrive without any complications or delays.Get Packed & Join Us
Now all that's left to do is pack your bags and get excited for your new adventure.