Building a Legacy That Lasts: Family Planning For The Next 100 Years
Join us for an exclusive mastermind in St. Kitts & Nevis, where a select group of high-net-worth families will come together to craft and execute long-term family strategies rooted in values, governance, and generational wealth.
This event is designed for a handful of high-net-worth families who are ready to create a comprehensive 100-year plan.
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 In Workshop 1 and Workshop 2:
- 6 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
- International SIM Card & Mobile Data
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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 who 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 and execute a 100-year family plan in a deeply intentional environment, we’d love to welcome you to this year's event.
Session 1
The 100-Year Mindset: Thinking Like the Founder of a Great Family
Move beyond short-term thinking and begin approaching decisions from a generational perspective. Explore stewardship, sacrifice, responsibility, and what it truly means to establish a family legacy that extends far beyond your lifetime.
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Session 2
Alignment by Design: Values, Incentives and the Architecture of Family Unity
Discover how successful families translate shared values into clear expectations, incentives, and standards. Explore how deliberate alignment strengthens trust, reduces conflict, and creates lasting unity across generations.
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Session 3
The Steward’s Curriculum: What Every Heir Must Learn Before Receiving Wealth
Wealth without preparation can become a liability. Explore the financial knowledge, judgment, discipline, and personal responsibility that future generations must develop before being entrusted with significant wealth.
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Session 4 | Roundtable Discussion
Building the Family Economic Engine: What Will We Own for the Next 100 Years?
What should your family own for generations to come? Join an interactive discussion exploring operating businesses, real estate, entrepreneurial ventures, permanent capital, and the distinction between building wealth to sell and building wealth to keep.
Session 5
Intellectual Property as a Dynastic Asset: Turning Family Knowledge into Enduring Advantage
A family's most valuable assets are not always financial. Discover how knowledge, intellectual property, relationships, systems, and expertise can become enduring advantages that are protected and transferred across generations.
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Session 6
Rites of Passage: The Traditions, Milestones and Celebrations That Form a Great Family
Explore how meaningful traditions, shared experiences, family celebrations, and rites of passage create identity and belonging. Discover how deliberate family culture can reinforce values and strengthen connections across generations.
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Session 7
Governance in Practice: Building the Constitution, Investment Policy Statement and Family Operating Guide
Turn family values into a practical framework for decision-making. Explore the purpose and design of family constitutions, investment policy statements, and operating guides that establish clear expectations, responsibilities, and direction.
Session 8
Preparing the Next Generation for Marriage, Mate Selection and Family Formation
Marriage and family formation shape the future of every dynasty. Examine the importance of shared values, maturity, spouse selection, and preparing the next generation to build strong marriages and enduring households.
Session 9
Launching the Next Generation: How to Provide Capital, Opportunity and Support Without Creating Dependence
Learn how to provide meaningful financial support without undermining ambition or independence. Explore approaches to education, housing, entrepreneurship, and family assistance that encourage responsibility rather than entitlement.
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Session 10 | Roundtable Discussion
Closing Reflections: Beginning a 100-Year Journey
Bring together the lessons of Workshop One through an open discussion of family vision, values, priorities, and the changes needed to begin building a lasting legacy. Reflect on the ideas that challenged your assumptions and the commitments that will shape your family's future.
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Session 11
From Principles to Practice: How Great Families Execute a 100-Year Journey
Move from aspiration to implementation. Explore how family principles become practical systems, structures, responsibilities, and decisions capable of supporting a multigenerational plan.
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Session 12
Advanced Retirement Planning for Dynastic Families: Preserving Tax-Advantaged Capital Across Generations
Examine the role of retirement accounts and tax-advantaged assets within a broader dynastic strategy. Explore beneficiary planning, inherited accounts, and opportunities to preserve these assets across generations.
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Session 13
Estate and Gift Tax: The Rules That Shape Multi-Generational Planning
Understand the estate and gift tax principles that influence long-term wealth transfers. Explore the tax considerations, limitations, and planning opportunities that shape sophisticated family estate strategies.
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Session 14 | Roudtable Discussion
Advanced Estate Planning Structures: Choosing the Right Vehicles for Control, Protection and Continuity
An interactive discussion examining the legal structures available to families seeking to protect wealth, maintain appropriate control, and create long-term continuity. Explore the trade-offs between flexibility, protection, succession, and governance when choosing the right structures.
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Session 15
The Power of the Protector: Authority, Oversight and Continuity in Trusts and Foundations
Discover the role of the Protector in sophisticated trust and foundation structures. Explore how independent oversight, defined powers, and effective checks and balances can help protect family interests and preserve the founder's intentions.
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Session 16
Continuity Under Pressure: Incapacity Planning, Elder Protection and Decision-Making in Crisis
Even the strongest family plan must withstand unexpected challenges. Explore strategies for incapacity, protecting vulnerable family members, maintaining leadership continuity, and navigating difficult decisions during periods of crisis.
Session 17
The Fiduciary Architecture: Trustees, Protectors, Executors and Lines of Authority
Understand the responsibilities of the individuals and institutions entrusted with carrying out the family plan. Explore how trustees, protectors, executors, and advisors should be selected, coordinated, and held accountable.
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Session 18
The Family Office as an Operating System: Integrating Governance, Capital and Continuity
Explore how a family office brings together governance, financial oversight, advisors, reporting, and long-term strategic planning. Understand how coordinated systems and professional administration can help families operate with greater discipline and continuity.
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Session 19
Restrictive Covenants in Estate Planning: Using Transfer Restrictions to Reduce Value and Enhance Control
Examine how carefully structured transfer restrictions can influence asset valuations and support advanced estate planning. Explore their application in multigenerational gifting, wealth transfer, and long-term family control.
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Session 20
The 1,000-Year Family: From Vision to Institution
Look beyond the 100-year plan toward the creation of an enduring family institution. Explore the eight forms of family capital, international complexity, generational stewardship, and the transition from founder dependence to lasting institutional strength.
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Session 21 | Closing Roundtable Discussion
Closing Reflections: Executing a 100-Year Plan
Our final session brings together the key lessons, strategies, and principles explored throughout the Mastermind.
Through open discussion, participants will reflect on their most important discoveries, the challenges ahead, and the practical steps required to begin implementing their own long-term family plans.
This is an opportunity to identify immediate priorities, establish personal commitments, and leave with a clearer understanding of how to turn a 100-year vision into a practical reality.
The Mastermind concludes by lunchtime.
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Full Mastermind Workshop
$18,000
/Double Occupancy
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