Event

Cross Pollinate Oregon Wine Retreat

August 13–15, 2025 | Black Walnut Inn & Vineyard | Dundee Hills, Oregon

Set in the heart of Oregon wine country, the Cross Pollinate Wine Retreat offers a rare opportunity for family office principals and executives to connect in a relaxed, lightly structured, and confidential environment. Held at the Black Walnut Inn & Vineyard, just over an hour south of Portland, this retreat is designed to foster real relationships, open-ended conversations, and shared perspective across generations and roles.

Unlike traditional family office conferences, this gathering encourages deeper dialogue by including not just principals, but often their partners, children, siblings, parents, or key executives. These multigenerational dynamics help shift the conversation beyond investing—to values, transitions, and long-term vision.

Event Details:

Dates: August 13–15, 2025
Location: The Grange at Black Walnut Inn & Vineyard (exclusive use of this property)
Capacity: 18–20 families
Format: No speakers, no sponsors—just meaningful conversation
Participation: Attendees are expected to be present for the full retreat (occasional calls/emails are understandable but should be kept minimal)
Cost: This is a no-host event. Attendees cover transportation, lodging, meals, wine tastings, and a proportional share of group coordination and venue costs. Estimated total: ~$3,000 per attendee (less for shared rooms).

A $2,500 deposit is required to confirm your spot. If plans change and we’re unable to find a suitable replacement, the deposit will be used to offset shared group expenses.

You will be invoiced for shared costs after the retreat based on actual expenses.

Event details:

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. If you need to occasionally step away for a call or emails that is fine, but be mindful of the impact to the group.

Please also keep in mind that this is a “no-host” event without speakers or sponsor, so attendees responsible for the cost of their transportation, lodging, meals and wine tastings, as well as a proportional share of overhead and coordination expenses. An invoice will be issued for shared expenses following the event. Cost is estimated to be ~$3,000 per attendee (less with dual occupancy).

Once your spot has been confirmed you will receive an invoice for a $2,500 deposit. If you find you are no longer able to attend, and we are unable to find suitable replacement, Cross Pollinate will keep your deposit to cover shared group expenses.