Preserving Families, Preserving WealthSonora Resort, Sonora Island, BCOctober 3 - 6, 2013

PROGRAM HOURSThursday: Program check-in is at 3:00 p.m. Seminar welcome and instruction, followed by cocktails, dinner and group work.

Friday: Breakfast served before the program; seminar hours 9:00 am until 5:00 pm and 7:30- 9:00 pm

Saturday: Saturday morning is free for family time.Lunch at 12:00 pm with program start at 1:00 pm until 5:00 pm. Evening program is from 7:30- 9:00 pm

Sunday: Breakfast served before the program; seminar hours 8:30 am until 12:00 pm. Lunch to follow.

Please note that Thursday morning and early afternoon, and Saturday morning are free time for you to use at your discretion. We encourage you to enjoy the resort and time with your family.

REGISTER NOWPlease contact the Business Families Centre at 604.827.4604 or Mischa.Ragona@sauder.ubc.ca

Preserving Families, Preserving Wealth is at once an unparalleled education experience, a family retreat and a unique opportunity to work with world- leading experts to design your family’s future.

Take this unique opportunity to gather with other successful enterprising families from around the world. Step away from the day-to-day pressures to connect with your family in a meaningful way. Surround yourself in the idyllic wilderness and luxury of Sonora Resort on Sonora Island, British Columbia, Canada.

Most importantly, build a solid foundation for what is important to your family—now and across generations.

EMPOWER THE GROWTH OF YOUR FAMILY— FOR GENERATIONS TO COME

Preserving Families, Preserving Wealth helps you address the unique challenges and com-plexities that come when family, wealth and business entwine. During this four-day retreat, you and your family will:

• Fine-tune your long-term vision for the family and enterprise

• Revisit your perceptions of wealth

• Hold meaningful discussions about the motivations, meaning and purpose of your family’s wealth and assets

In addition, you explore whether a family office is right for you, and discover tools to grow and preserve the wealth you have created. Partici-pate in discussions about your philanthropic ideas, hopes and plans, and identify obstacles that may prevent you from reaching your goals. Enjoy affinity breakouts with like-minded

individuals in a forum discussion and enjoy fireside chats with notable pioneering entrepreneurs.

GUIDED BY WORLD-LEADERS IN FAMILY ENTERPRISE ADVISING

Preserving Families, Preserving Wealth is conducted by a team of internationally renowned facilitators, educators and advisors to the most successful families and family enterprises in North America. Your family will be facilitated by the most trusted hands in the field of family enterprise.

A PERFECT BALANCE OF PLANNING AND PLEASURE

Preserving Families, Preserving Wealth pro-vides you with ample time for both guided private family discussions and facilitated group sessions. As well, enjoy leisure time together as a family at the serene, supremely beautiful Sonora Island on British Columbia’s rugged coast.

No Other Experience Gives Your Family So Much, in So Short a Time

Attending this retreat will greatly assist your family in addressing these vital issues:

• Create an action plan, based on individual and family needs

• Examine ways to preserve wealth through vision, communication and development

• Explore mechanisms for sharing wealth in the family and community

• Learn from the latest research and first-hand faculty knowledge how families from around the world have created multi-generational wealth and businesses

• Communicate with family members in a comfortable, facilitated environment using proven methods

• Spend concentrated time together in a retreat setting that facilitates family harmony and connectivity

• Explore your family relationships, values and beliefs to find commonalities

• Create dialogue and insight around tough subjects such as wealth, entitlement and transition

Experience a Transformation in Your Family

The Preserving Families, Preserving Wealth retreat is designed to expertly guide you through a structured approach to learning. As a capstone to the weekend, your family benefits from one-on-one time with one of our leading facilitators to lay the foundations for your family’s future plans. The weekend’s agenda covers:

Introduction: The Power of Vision

• Explore the power and value of vision. An authentic, clear and legitimate vision is at the core of every successful multigenera- tional family

• Develop your family’s vision. What is your vision regarding your future with respect to relationships, wealth and philanthropy?

Living with Success: Reflections of Family Values

• Investigate the psychological implications of family wealth. Including the impact of wealth on the family dynamic, messages about and relationships to money

• Improve communication and resolve conflict fueled by wealth. Discover best practices to manage and prevent conflict

Stewarding Wealth: Preserving Family Assets

• Solidify your vision for the future of your wealth. Why preserve it for succeeding

generations? Why not?

• Role and nature of governance in a family enterprise. Integrating governance structures in your family enterprise

• Do you need a Family Office? Family office fundamentals including opportunities and obstacles

Growing up with Family Affluence: Preparing the Next Generation

• Growing up with wealth. Psychological implica- tions of inherited wealth

• Preparing the next generation for inherited wealth. What is entitlement? How do we prevent/impede it? How to manage/address entitlement if it already exists?

Sharing Your Legacy: Charitable Giving

• Articulate your philanthropic vision. See how family philanthropy serves as a vehicle for family cohesiveness

• Engage the next generation in family philanthropy. Strategies and tactics

• How to begin? Strategies to avoid obstacles and prevent tragic outcomes

Next Steps for Building on your Vision

• Develop a strategy for implementation of your personalized action plan. What you need to do now

A Unique Program that Delivers Unequivocal Results

Anne Hargrave Anne is a consultant with the Family Business Consulting Group. She works with family shareholders to develop and assess business and family governance structures, and to

create processes for effective decision-making. Drawing on more than 20 years of experience as a strategic advisor, she was a founding partner of Wealthbridge Partners and Generational Coaching, a managing director at Family Office Exchange, and a senior executive at Rockefeller & Co. She helps clients design a vision for their future, strengthen relationships and create action plans to turn goals into reality. When speaking at the Institute for Private Investors, IIR, the Institute for Entrepreneurial Excellence, or the FOX Forum, she focuses on risk man-agement, educating the next generation and sustaining wealth.

David Lansky, Ph.D. A principal consultant with the Family Business Consulting Group, David advises entre-preneurial families, families of wealth, and multigenerational families with shared business

or financial interests. Many of his clients have family offices or private trust companies, and all want to plan well for the future, enhance communication, improve family relationships, and become more successful in family and busi-ness endeavors. Well-known for his expertise in the psychology and family dynamics of

multigenerational wealth, David is a member of The Private Wealth Advisors Study Group, and on the Advisory Board of the NMS Family Office Forum. He holds a doctorate in clinical psychology from Rutgers University and has a background in family therapy.

Wendy Sage-Hayward, M.A., FEA An adjunct professor at the University of British Columbia’s Sauder School of Business, Wendy has 25 years of experience working with business leaders, family firms and boards of directors.

A leader in education and programming for business families and their advisors, she teaches at the Business Families Centre at Sauder and consults with the Family Business Consulting Group. Serving clients across a diverse variety of industries, Wendy facilitates meaningful conversations with members of multiple generations on matters relating to firm continuity, next generation preparation, governance and conflict resolution. With a master’s degree in Counseling Psychology from UBC, she has recently completed a post-graduate program in the Neuroscience of Leadership from Middlesex University and holds a Family Enterprise Advisor (FEA) designation. A member of a 128-year-old family enterprise herself, Wendy is one of the directors of the board of her family enterprise which has about 40 partners in the cousin consortium stage of her family firm.

Exceptional FacilitatorsMake a World of DifferencePreserving Families, Preserving Wealth is led by a team of internationally recognized experts in the field of family enterprise from both UBC’s Sauder School of Business and the Family Business Consulting Group. Their expertise, knowledge and tactful approach to sensitive matters make Preserving Families, Preserving Wealth a truly enriching experience.

David C. Bentall As an adjunct professor at the Sauder School of Business, David has taught undergraduate and graduate courses on family

enterprise since 2007 and courses for both busi-ness families and their advisors. He received a Teaching Excellence Award for his work in 2010. A graduate of Harvard Business School and the University of British Columbia, he has spent 20 years with his own family firm, increasing annual sales from $150 million to almost $300 million while he served as President and CEO. He subsequently founded his own firm, Next Step Advisors, and now provides consulting and coaching to family enterprises. A Certified Professional Coach with the International Coaches Federation and a Family Business Advisor with the Family Firm Institute, David also co-founded the Business Families Centre and sat as Founding Chair from 2001-2006.

Ruth Steverlynck, LLB, FEA

A specialist in Business Family Governance, Ruth uses her knowledge and skills to better-facilitate dialogue among family firm members, build and

repair trust, and manage family conflicts. Previ-ously a Vice-President of Wealth Services at BMO Harris Private Banking, she ran the Centre for Entrepreneurs and Family Business while working with PricewaterhouseCoopers. Currently, she is a Principal with Your Family Enterprise Inc. Ruth

holds an honors law degree from the Univer-sity of Edinburgh, an FEA designation from the Institute of Family Enterprise Advisors as well as certificates and diplomas in Mediation, Conflict Management, Alternative Dispute Resolution and Family Governance.

Who Should AttendThis program is beneficial to all members of a business family:

• OWNERS will gain insights about the roles and responsibilities of ownership, creating long term vision as well as develop skills for managing transition, overseeing wealth and educating the next generation.

• NON-ACTIVE FAMILY MEMBERS will better understand how they can influence decision- making with regards to the family, business and wealth.

• SPOUSES play a vital role in the family. This program will help them manage the often-difficult balancing act between family and business matters and their influence on the system.

• SUCCESSORS will get an opportunity to learn and share with others who are going through the same issues—from working with the older generation, to adapting to the changing needs of business and family.

NOTE: To get maximum value from this retreat, we encourage you to attend with as many family members as possible, including members from multiple generations.

PROGRAM FEE A family of four: $32,000 + GSTEach additional family member: $7,200

Fee includes all tuition, instructional materials, lodging, meals and transportation from Vancouver airport to Sonora Resort. Breakfast, lunch, cocktails, dinner and afternoon snacks are provided throughout the entire weekend.

Hosted In a Spectacular Setting

The retreat will be held at Sonora Resort, an absolute jewel amid the wild beauty and pristine waters of British Columbia’s West Coast. This five-star resort offers an extraordinary level of attention and service, with gourmet cuisine, a decadent luxury spa and breathtaking outdoor adventures. Experience wilderness tours, fly and salt- water fishing, kayaking, golf, tennis, hiking and much more. Sonora Resort, located on Sonora Island, is less than an hour from Vancouver by air. For more information, please see www.sonoraresort.com.

PROGRAM HOURSThursday: Program check-in is at 3:00 p.m. Seminar welcome and instruction, followed by cocktails, dinner and group work.

Friday: Breakfast served before the program; seminar hours 9:00 am until 5:00 pm and 7:30- 9:00 pm

Saturday: Saturday morning is free for family time.Lunch at 12:00 pm with program start at 1:00 pm until 5:00 pm. Evening program is from 7:30- 9:00 pm

Sunday: Breakfast served before the program; seminar hours 8:30 am until 12:00 pm. Lunch to follow.

Please note that Thursday morning and early afternoon, and Saturday morning are free time for you to use at your discretion. We encourage you to enjoy the resort and time with your family.

REGISTER NOWPlease contact the Business Families Centre at 604.827.4604 or Mischa.Ragona@sauder.ubc.ca

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