Family Business Retreat
Spend three days working "on your business" instead of "in your business."
Solidify the Direction of Your Family Business
Understanding family business dynamics is vital. When your family faces personal emotions, unresolved past conflicts, or other family-related issues which impact your business, you need skills to address conflict before and as it arises.
Our family business retreats are designed to equip you with tools to help maintain family unity and cohesion. This immersive experience encourages family business owners to identify and address key challenges such as:
- managing expectations
- resolving conflicts
- enhancing communication
- fostering family unity
Sample Agenda
Day One
11:30 AM – Come & Go Check-In & Casual Lunch in Dining Room
1:00 PM – Welcome & Introductions
1:30 PM – Opening Session: Mission, Vision, Values
2:30 PM – Break
2:45 PM – Session 1: Facilitator-Guided Breakout
4:45 PM – Reflect, Recap & Look Ahead
5:00 PM – Leisure Time
6:00 PM – Appetizers
7:00 PM – Dinner
Day Two
7:00 AM – Come & Go Breakfast
8:00 AM – Session 2: Maximizing Family Effectiveness Through Insights Discovery®
9:30 AM – Break
9:45 AM – Session 2: Maximizing Family Effectiveness Through Insights Discovery® Cont’d.
10:00 AM Facilitator- Guided Family Breakout
12:00 PM - Lunch & Break
1:15 PM - Session 3: Facilitator-Guided Family Breakout
2:45 PM - Break
3:00 PM - Session 3: Facilitator-Guided Family Breakout Cont’d.
4:45 PM - Reflect, Recap & Look Ahead
5:00 PM - Leisure Time
6:00 PM - Appetizers
7:00 PM - Dinner
Day Three
7:00 AM – Come & Go Breakfast
8:00 AM – Session 4: Facilitator / Family Roundtables
9:00 AM – Break
9:15 AM – Final Session: Facilitator-Guided Family Breakout
10:30 AM – Share Key Takeaways and Gratitude
11:30 AM – Lunch & Goodbyes
"It is so easy to get "in your head" when it's time to face the hard realities of what your family business needs to stay sustainable in the future.
The PFBA moderators/facilitators make it so comfortable and safe to take those ideas out of your head and lay them on the table. From there, a plan takes a solid form and moving forward becomes possible."
– 2023 Family Retreat Attendee
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