The owners of a sixth-generation agricultural business faced a tough decision.

“Should we continue family ownership of the business?” they asked themselves.

The owners were struggling to reach a decision when they were encouraged to take a family retreat. Through that retreat, they unified around a decision: keep the business family owned.

A family retreat is a dedicated time for family members to step away from the stresses of daily operations. It gathers all members together—across generations—to tackle issues, voice concerns, and, ultimately, come away united around a long-term plan.

If you’re curious about whether or not a family retreat is right for your family, then read this case study. It follows the sixth-generation agricultural family business through its retreat—and the steps the family took afterwards.

Become a Member for Your Expertly Curated Advice

Joining the Family Wealth Library means access to the information the legacy builders need to navigate family dynamics and protect our wealth. We can keep what is ours by managing familial challenges and building trust and transparency.