Building a Legacy That Lasts: Family Planning For The Next 100 Years
Join us for an exclusive weekend mastermind in St. Kitts, where a select group of high-net-worth families will gather to craft long-term family strategies rooted in values, governance, and generational wealth.
This event is designed for a handful of ultra-high-net-worth individuals (mostly couples) who are ready to create a comprehensive 100-year plan for their family.
If you’ve ever said to yourself, “I don’t just want to pass down money… I want to pass down wisdom, values, and real guidance,” this mastermind retreat is for you.
Mikkel Thorup - CEO at Expat Money®
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WHAT'S INCLUDED
The Family Legacy Mastermind is a fully hosted experience, with everything taken care of once you arrive in St. Kitts.
Included:
- 2 nights at the beach resort (based on double occupancy)
- Private airport transfers
- All meals and drinks
- Full access to all sessions, workshops, and materials
- Legacy workbook, templates, and session guides
- Social events (optional, but encouraged)
Not Included:
- International flights to/from St. Kitts
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Who This Is For
This mastermind is designed for:
- High-net-worth couples building multi-generational structures
- Parents, founders, and entrepreneurs are serious about legacy
- Private Clients & Hub Members ready to shift from accumulation to preservation, education, and succession
If you’ve never thought seriously about family governance, values transfer, or planning 3+ generations ahead… this is the perfect place to start. If you’re ready to design a 100-year family plan in a deeply intentional environment, we’d love to welcome you.
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Session 1:
The 100-Year Mindset
You’ll shift your thinking from short-term results to multi-generational impact. Through group dialogue and inspiring examples, Mikkel will help you reframe your role as a legacy builder, not just for your children, but for your grandchildren… and beyond.
Session 2:
Clarifying Family Values & Legacy Principles
You’ll identify and articulate the core values that matter most to your family. This becomes the philosophical backbone of your 100-year plan. By the end, you’ll have a documented values list and a clear understanding of how those principles should influence your decisions going forward.
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Session 3:
Crafting the 100-Year Family Vision
You’ll draft your family’s long-term vision - a clear, powerful statement of purpose and direction that aligns with your values and defines success over the next 100 years. This is the cornerstone of your legacy strategy.
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Session 4:
Family Governance Fundamentals
You’ll learn how to build the systems and structures that protect family unity, preserve wealth, and prevent conflict. From family constitutions and decision-making rules to formal councils and succession policies, this session sets you up to run your family like a legacy-minded enterprise.
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Session 5:
Designing Your Family Governance Blueprint
You’ll begin drafting your own family governance framework, including roles, responsibilities, and policies that support long-term cohesion. By the end of the session, you’ll have a rough Family Charter or Constitution outlined in your workbook, ready to be refined and implemented.
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Session 6:
Mastermind Roundtable
In this peer-driven discussion, you’ll discuss challenges, gain fresh insights, and get personalized feedback from Mikkel and fellow attendees. This open forum helps turn ideas into tangible next steps.
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Session 7:
Advanced Estate Planning - Trusts, Foundations & Offshore Structures
You’ll understand how to protect and pass on wealth across generations using modern tools like Dynasty Trusts, Private Interest Foundations, and offshore structures. We will walk you through the essentials, giving you clarity on what to explore further with your legal team.
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Session 8:
Building the Family Office & Investment Governance
You’ll get a blueprint for how to structure and scale a Family Office, whether it’s in-house or virtual. This session shows you how to align your investment strategy with your family’s values, set up oversight, and ensure continuity well beyond your lifetime.
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Session 9:
From Vision to Action - Execution Plans & Next Steps
You’ll map out your 90-day, 1-year, and 5-year implementation plan. By the end of this session, you’ll know exactly what needs to happen when you get home and how to communicate it to your family.
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Session 10:
Legacy IP – Turning Wisdom Into Legacy Assets
You’ll begin documenting your family’s proprietary knowledge - from business systems to personal philosophies, and will learn how to protect and even monetize it. This session redefines legacy by treating your intellectual capital as part of the inheritance.
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Investment:
Available Only to Hub Members & Private Clients
$10,000 USD
Double Occupancy
