Inception Family Wealth Podcast

What is a Family Retreat?

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In this week's episode of Inception Family Wealth Podcast I interview Vincent Valeri. Vincent is the Managing Director of Vincent Valeri & Associates. He is a Legacy Coach, Speaker and Family Enterprise Advisor.

In this episode we discuss all things about Family Retreats, including:

  • How to arrange and conduct a Family Retreat
  • When you might use one to benefit your family enterprise planning
  • How to build an agenda 
  • When to decide if you need an informal or formal arrangement
  • What family retreats help with in terms of communication and governance
  • building educational and growth opportunities

    • any a lot more!!

    Your host is Chris Delaney, Author, Speaker and Family Enterprise Advisor. If you are interested in my book, click here "The Naked Opus: Growing Your Family Wealth for the Long Term". E-book versions are available at amazon.ca 

    Please reach out to [email protected] for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

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    Inception Family Wealth PodcastBy Chris Delaney, BA, LL.B, B.Ed, TEP, FEA