Building a Legacy That Lasts: Family Planning For The Next 100 Years
Join us for an exclusive mastermind in St. Kitts, 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 ultra-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:
- 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)
Also included in The Whole Enchilada:
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2 extra nights at the beach resort
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2 full extra days of meals and drinks
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
This opening session challenges families to stop thinking in annual goals and start thinking in generations. The focus is not just on preserving wealth, but on building a family worthy of continuity. Attendees will explore stewardship, sacrifice, responsibility, and the long-term decisions that shape a legacy well beyond the founder’s lifetime.
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Session 2:
Alignment by Design: Values, Incentives and the Architecture of Family Unity
Once the long-term vision is clear, the next question is how to keep the family aligned as it grows. This session explores how shared values are translated into incentives, expectations, and standards that hold a family together over time. It shows why good intentions are never enough and how thoughtful design creates cohesion, responsibility, and trust across generations.
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Session 3:
The Steward’s Curriculum: What Every Heir Must Learn Before Receiving Wealth
Wealth without preparation is dangerous. This session lays out the knowledge, judgement, and habits every heir must develop before being entrusted with serious responsibility. It covers money management, decision-making, risk, patience, accountability, and the mindset required to handle abundance without being weakened by it.
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Session 4:
Raising the Next Generation: Education, Formation and Family Culture
If the previous session explains what heirs must learn, this one explains how families actually form them. It explores the role of upbringing, standards, discipline, exposure, and family culture in producing strong and trustworthy adults. The focus is on what children see, what they are taught, what is expected of them, and how character is deliberately shaped over time.
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Session 5:
Intellectual Property as a Dynastic Asset: Turning Family Knowledge into Enduring Advantage
Most families think about wealth in terms of cash, businesses, and investments. Few think seriously enough about the value of their ideas, processes, know-how, networks, and intellectual capital. This session reframes intellectual property as a true dynastic asset and shows how families can identify, protect, structure, and transmit intangible advantages across generations.
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Session 6:
Rites of Passage: The Traditions, Milestones and Celebrations That Form a Great Family
Families are not held together by money alone. They are held together by shared meaning, repeated rituals, and memorable moments that mark identity and belonging. This session explores how great families use celebrations, milestones, holidays, and coming-of-age moments to reinforce values, deepen connection, and create continuity beyond documents and wealth.
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Session 7:
Preparing the Next Generation for Marriage, Mate Selection and Family Formation
Marriage is one of the most important dynastic decisions any family will ever face. This session examines how parents can prepare their children to choose wisely, marry well, and continue a strong households. It addresses timing, maturity, standards, spouse selection, shared values, and the long-term importance of family formation.
Session 8:
Continuing the Line: Children, Grandchildren and the Future of the Family
A family cannot become multi-generational if it stops believing in its own continuation. This session addresses why lineage matters and how families can create a culture that honours children, grandchildren, and generational continuity. The focus is on building a living legacy, not merely preserving a financial estate.
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Session 9:
Launching the Next Generation: How to Provide Capital, Opportunity and Support Without Creating Dependence
One of the most delicate responsibilities in any successful family is knowing how to help the next generation without weakening them. This session explores how families can provide support at the right moments in life, whether through education, housing, business capital, or family assistance, while still preserving responsibility, discipline, and independence. The goal is to use family capital to strengthen maturity rather than create dependence.
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Session 10:
Closing Reflections: Beginning a 100-Year Journey
The workshop ends by bringing the major themes together into one shared conversation. This closing session invites reflection on what was learned, what challenged assumptions, and what practical changes families should begin making immediately. It is designed to leave participants with clarity, direction, and momentum as they begin their own 100-year journey.
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Session 11:
From Principles to Practice: How Great Families Execute a 100-Year Journey
This opening session sets the frame for the entire workshop. Once a family has clarified its values, goals, and long-term vision, the next challenge is execution: turning principles into systems, roles, structures, and decisions that can survive real life. This session introduces the shift from aspiration to implementation and explains what it takes to move from a good plan on paper to a family model that can actually endure across generations.
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Session 12:
Advanced Retirement Planning for Dynastic Families: Preserving Tax-Advantaged Capital Across Generations
With the execution framework in place, the next step is understanding how major pools of family capital are actually handled. This session explores retirement accounts, tax-advantaged vehicles, beneficiary design, inherited account pitfalls, and the planning opportunities families often miss. The focus is on treating these assets as part of a larger dynastic strategy rather than leaving them disconnected from the rest of the family plan.
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Session 13:
Estate and Gift Tax: The Rules That Shape Multi-Generational Planning
Execution requires a clear understanding of the tax environment in which families operate. This session examines the core estate and gift tax rules that influence wealth transfer, planning decisions, family structures, and lifetime giving. It is designed to help families understand the boundaries of the system so they can make better decisions before moving into more advanced planning techniques.
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Session 14:
Advanced Estate Planning Structures: Choosing the Right Vehicles for Control, Protection and Continuity
Once the tax rules are understood, the conversation turns to the structures families use to respond to them. This roundtable examines the most important planning vehicles used in sophisticated multi-generational estates and why structure selection matters so much. The focus is on how families think about control, protection, flexibility, succession, and long-term continuity when building out the legal architecture of the plan.
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Session 15:
Governance in Practice: Building the Constitution, Investment Policy Statement and Family Operating Guide
A structure is only as effective as the rules that govern it. This session moves from legal vehicles to the practical documents that shape how a family actually operates. It explores how to build a family constitution, investment policy statement, and operating guide that give clarity to roles, decision-making, standards, and expectations. The goal is to turn principles into written discipline that can guide the family over time.
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Session 16:
Continuity Under Pressure: Incapacity Planning, Elder Protection and Decision-Making in Crisis
No family plan is complete unless it can withstand illness, incapacity, manipulation, and crisis. This session focuses on one of the most neglected areas of execution: protecting vulnerable family members while preserving continuity of leadership, care, and control. It addresses how families can prepare for periods of pressure without allowing confusion, conflict, or exploitation to derail the wider plan.
Session 17:
The Fiduciary Architecture: Trustees, Protectors, Executors and Lines of Authority
Once the documents are in place and crisis planning is considered, the next question is who actually carries the plan forward. This session examines the fiduciary stack that sits behind every serious family structure, including trustees, protectors, executors, advisors, and other decision-makers. The focus is on selecting the right people, defining authority clearly, and avoiding the confusion that arises when roles are poorly designed or badly matched.
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Session 18:
The War Chest: Building the Family Treasury and Internal Bank
With the governance and fiduciary framework established, the workshop turns to capital management itself. This session explores how serious families think about liquidity, reserves, cash management, internal lending, and the disciplined use of capital across generations. The emphasis is on building a treasury function that supports resilience, flexibility, and opportunity, while avoiding dependence on outside institutions or reactive decision-making.
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Session 19:
Restrictive Covenants in Estate Planning: Using Transfer Restrictions to Reduce Value and Enhance Control
This session explores how restrictive covenants can be used in advanced gifting and estate planning to reduce the transfer value of certain assets while preserving long-term family control. The focus is on how carefully drafted restrictions can improve transfer-tax efficiency and support broader family planning objectives.
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Session 20:
The Family Office as Operating System: Integrating Governance, Capital and Continuity
This session brings the major themes of the workshop together by showing how governance, estate structures, fiduciaries, treasury, and family planning function inside one integrated system. It explores how a family office can coordinate people, capital, decision-making, and long-term strategy so the entire plan operates with greater clarity, discipline, and continuity.
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Session 21:
Closing Reflections: Executing a 100-Year Plan
The workshop closes by bringing the execution framework together into one final conversation. This session is designed to help participants reflect on what it really takes to move from vision to implementation, where the pressure points are likely to emerge, and what steps must be taken first. It ends the workshop with clarity, perspective, and a stronger sense of how a 100-year journey is actually carried out.
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Mastermind Workshop 1
$10,000
/Double Occupancy
Mastermind Workshop 2
$10,000
/Double Occupancy
$2000 OFF
The Whole Enchilada
$18,000
/Double Occupancy
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