All retreat circuits
Family Business & Legacy Retreats
Succession Planning Retreat
Great Businesses Are Built Once. Great Legacies Last Generations.
A structured Himalayan retreat that helps business families navigate succession, prepare future leaders, strengthen governance, and preserve both the enterprise and family harmony.
Duration
4 Days / 3 Nights
Group
5-10 Family Businesses
Hub property
Primary Hub
Great Businesses Are Built Once. Great Legacies Last Generations.
Most founders spend decades building a business.
Core question
How do we transfer leadership without losing either the business or the family?
Who this circuit is designed for
Founder Generation
Next Generation Family Members
Family Business Promoters
Family Business Directors
Family Office Members
Signature experiences
Family Business Journey Mapping
Next Generation Leadership Lab
Founder & Successor Dialogues
Family Governance Lab
Future Leadership Map
Legacy Reflection Walk
Legacy Charter Workshop
Family Succession Roadmap
Family Commitment Ceremony
The route
01
Dehradun
02
Tehri Lake
03
New Tehri
04
Tehri Farms Resort
05
Dehradun
Dehradun → Tehri Lake → New Tehri → Tehri Farms Resort → Dehradun
The circuit, day by day
4 Days / 3 Nights
Departure
- Travel Tribes Family Business Kit
- Includes
- Legacy Workbook
- Family Business Reflection Journal
- Succession Planning Toolkit
- Family Dialogue Guide
- En Route Exercise The Founder Story
- Founder generation shares
- Why the business was started
- Key sacrifices
- Turning points
- Lessons learned
Arrival at Tehri Farms Resort for Lunch
Family Business Journey Workshop
- Families map
- Origin
- Growth
- Challenges
- Turning Points
- Current Reality
Legacy Reflection Walk
- Along Tehri Lake.
- Prompt: What do we want future generations to remember about our family and business?
Family Business Dinner
- Fireside Dialogue-The Story Behind the Enterprise
- Each family shares its entrepreneurial journey.
Breakfast
Next Generation Leadership Lab
- Topics
- Leadership Expectations
- Entrepreneurial Mindset
- Stewardship
- Responsibility
- Values
- Separate Sessions-Founder Generation
- Discussion
- Letting go
- Trusting successors
- Redefining roles
- Next Generation-Discussion
- Leadership aspirations Preparedness Future opportunities Expectations
Lunch
Family Dialogue Session
- Facilitated conversation around
- Expectations
- Concerns
- Opportunities
- Future Vision
Lakeside Reflection
- Prompt: What strengths must continue into the next generation?
Dinner
Dialogue-Lessons Every Successor Should Know
Breakfast
Succession Planning Workshop
- Families explore
- Leadership Transition
- Ownership Transition
- Governance Structures
- Talent Development
- Exercise-Future Leadership Map
- Identify
- Immediate Leaders
- Future Leaders
- Development Needs
Lunch
Family Governance Lab
- Topics
- Family Constitution
- Family Council
- Decision Rights
- Conflict Resolution
- Communication Structures
=Legacy Charter Workshop
- Families define
- Values
- Principles
- Commitments
- Long-Term Vision
Travel Tribes Signature Dinner
- Theme: Building a Business That Outlives Us
Breakfast
Family Succession Roadmap
- Each family develops
- 1-Year Plan
- 3-Year Plan
- 5-Year Plan
What participants take away
Succession Roadmap
Leadership Transition Framework
Family Governance Principles
Next Generation Development Plan
Legacy Charter
Family Business Action Plan
Clearer Succession Planning
Better Leadership Development
Stronger Governance
Reduced Family Conflict
Greater Continuity
Improved Long-Term Planning
Family Business Diagnostic
Succession Readiness Assessment
Family Governance Framework
Legacy Charter
Succession Roadmap
Executive Summary Report
People and place
Hub property
Primary Hub
Choose your experience
Standard Retreat
Investment
₹75,000 - ₹1,00,000 per participant
per participant
Includes
Transport
Accommodation
Meals
Journey facilitator
Reflection toolkit
Premium Family Business Retreat
Investment
₹1,25,000 - ₹1,75,000 per participant
per participant
Includes
Family business facilitators
Governance templates
Retreat format
Signature Legacy Retreat
03
Investment
₹2,50,000 - ₹5,00,000 per family
per family
Includes
Pre-retreat interviews
Family business assessment
Governance advisory sessions
Succession consulting
12-month implementation support
Great Businesses Are Built Once. Great Legacies Last Generations.
A structured Himalayan retreat that helps business families navigate succession, prepare future leaders, strengthen governance, and preserve both the enterprise and family harmony.
Made with Levo