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What are the high-level objectives of a three-day family business retreat?

Framework: Three-Day Family Retreat · Chapter: Appendix 4: Retreat Agenda

Four. Bring the family together. Unify vision and direction. Identify specific action items. Have a little fun while doing it. Kris Kluver, in The Dysfunctional Family Office, opens every retreat with these exact objectives. The first matters because most UHNW families don't actually come together as a family anymore. The retreat creates a structured opportunity to do that with explicit purpose. The second creates alignment that didn't exist before the retreat. The third turns alignment into commitments people will actually execute on. The fourth signals that the work doesn't have to be miserable to be real. Most families who skip the fun lose people by day two. The objectives sound simple. The execution requires structure, facilitation, and genuine vulnerability from the people in the room. The retreat doesn't fix everything. It establishes a foundation the family can keep building from.

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