Family Wealth Operating System™
Live 3-day Implementation Retreat (London)

At this incredible in-person experience, you’ll be surrounded by the best of the best in the UHNW world. We will help and encourage each other to make the world a better place where significant money becomes a catalyst for growth and unity instead of division and depression.

With a combination of guided sessions, action planning, and guest expert talks from industry leaders you’ll gain important tools and strategies used by the most successful families to navigate the complexities of affluence, ensuring your family remains resilient and prosperous for generations.

Over our 3 exceptional days together…

You’ll have the opportunity to bring all you’ve learned together in a structured environment to create a really powerful family culture.

We’ll distill everything of value from your individual work and combine it together into something even more incredible, bringing both generations together to create a shared vision and purpose for your family’s legacy.

You’ll map out your family’s wealth dynamics, visualizing how each member is positioned in relation to the family’s resources. This will help identify subconscious patterns that may either inhibit or enhance prosperity.

Generational blocks related to wealth—such as inherited fears, guilt, or shame—will be released through constellation exercises, fostering healthier relationships with money across all generations.

You’ll rewire your family’s organizational structures, understanding how different family roles affect wealth management. We’ll realign these roles for better collaboration, ensuring each family member is empowered and able to contribute to decision-making.

By the end of our retreat, you will have embodied a new family dynamic that prioritizes gratitude, collective growth, and purposeful action. This will serve as the foundation for a solid wealth operating system that ensures your family thrives and your legacy endures across generation

You’ll learn to communicate with each other as a family of power and integrity, a space where everyone’s voices are heard and included in family governance and decisions. This is so important for your children to begin having a shared sense of responsibility and power, no matter how young. Imagine your next generations acting in gratitude and united, powerfully in action to fulfill their purpose and that of the family!

By the end of our retreat, you’ll have created a healthy money culture that will establish the success of the family across generations. You’ll complete or start your WEALTHABLE™ journey with a solid wealth operating system in place to ensure your family thrives and your legacy endures.

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