54 min

What is a Family Retreat‪?‬ Inception Family Wealth Podcast

    • Education

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 chris@familyenterpriseadvisor.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

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 chris@familyenterpriseadvisor.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

54 min

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