Conference With A Difference

Exclusive Retreat For A Family Office Network

• Client: Family Office Network

• Sector: Financial Services

• Service: Accommodation & Hospitality Package

The Challenge

We were approached by a network of family offices based in various jurisdictions that convene annually in the UK. Having previously worked with the Principal of one of the offices in different capacities, he came to us with a challenge. For their 10th anniversary, the network felt that past gatherings had leaned more towards business than pleasure. The essence of their network was to blend both aspects, and they wanted to revitalise the experience.

Our Solution

Over a three-day period, we organised an exclusive retreat for the network members. We arranged helicopter pickups from their private airfield to a discreet country house location. There, they enjoyed a full schedule of fine dining, seclusion, and various country-centric activities, ensuring a perfect balance of relaxation and engagement.

What We Provided:

• Comprehensive transport, activities, and accommodation package

• Collaboration with UK teams from the respective offices to implement new or refreshed structures, guided by principal direction

• Subsequent assistance with UK-based entities owned by network members

Results

This project provided an excellent opportunity to demonstrate our capabilities to a respected network. The feedback was overwhelmingly positive, leading to further engagements with several entities for sales and marketing initiatives. We are now in the process of planning their next UK conference.