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:
Developing The
100-Year Mindset
Developing the 100-Year Mindset reframes you from owner to steward—shifting from short-term gains to generational vision, values, and governance—so you think in decades, not quarters, and lay the philosophical foundation for the rest of the retreat.
Session 2:
Values, Purpose &
Vision
Defining the “why” behind the wealth: Families clarify their values and purpose, then draft a 100-year vision statement that will guide decisions, unify generations, and frame their dynasty’s identity.
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Session 3:
Governance Documents: Constitution, IPS & Operational Guide
Turning vision into rules and systems. Hands-on guidance for drafting:
- Family Constitution (mission, values, rules)
- Investment Policy Statement (IPS) (wealth management principles)
- Family Operational Guide (decision-making, councils, conflict resolution)
- Letters of Wishes (personalized guidance for heirs)
Session 4:
Intellectual Property as a Dynastic Asset
Turning family knowledge into protected value. How to identify, document, and license proprietary systems (business methods, branding, processes) as family-owned intellectual property, generating perpetual royalties and control.
Session 5:
Advanced Estate Planning Structures
The legal backbone of dynastic wealth: Trusts, private foundations, and offshore structures. Why jurisdictional choices matter, and how to design robust 100-year frameworks.
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Session 6:
U.S. Estate & Gift Tax Laws for Dynastic Families
The American tax reality: Overview of estate, gift, and generation-skipping transfer taxes. Shows how families can legally structure dynastic wealth to avoid devastating taxation across generations.
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Session 7:
Building A Family Office: How the Ultra-Wealthy Stay Private, Agile, and in Control
This session is about bringing order to your wealth. You’ll see how to build a simple, owner-run system that protects privacy, saves time, and keeps the important things visible at a glance—what you own, what’s due, and who’s responsible. We’ll connect family values to daily discipline and establish continuity so your loved ones know exactly where things are and what to do.
Session 8:
Restricted Covenants
& Legal Guardrails
Embedding protections that endure: Explains how covenants, charters, and governance clauses can legally bind future generations to family values, asset protections, and long-term strategy.
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Session 9:
Preparing the Next Generation: Education, Training & Family Culture
Passing on wisdom, not just wealth.
How to raise, educate, and prepare heirs for stewardship:
- Teaching responsibility and financial literacy
- Rites of passage, mentorship, and traditions
- Designing family retreats, councils, and cultural rituals
- Avoiding entitlement and fostering resilience
Session 10:
Closing Reflections & Commitments
A powerful conclusion. Each family shares key takeaways and public commitments. Emotional close that reinforces accountability, community, and the sense of beginning a 100-year journey.
Investment:
Available Only to Hub Members & Private Clients
$10,000 USD
Double Occupancy
