Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended to provide fertile ground for open-ended conversation with other family office principals and executives to build trust and learn from peers in a way that would not be possible in the typical meeting or conference.
The event is limited to 18-20 families with many participants bringing partners, children, parents, siblings or executives. The inclusion of partners and others shifts discussions outside of purely investment topics and builds deeper connections. We ask that anyone coming for the retreat plans to be present for its entirety.
