Succession clarity
Active workshops examine ownership, leadership, family roles, decision rights, time horizons and the questions that require legal, tax, investment or governance advice.
Private family succession and wellbeing retreat
Wealth and Health Revitalisation Retreat.
Five private days for a family to step away from daily pressure, work through succession and relationship priorities, and restore the energy needed to approach consequential decisions well.
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US$100,000 · five days · up to six participants
Discreet by design
Tailored to the family
One transparent price
A considered pause
Space for the matters that shape everything else.
Succession is rarely only a technical exercise. It touches identity, responsibility, relationships, health, time and the future each family member imagines. The retreat creates a highly supportive environment in which those connected issues can be considered together.
Prima Ordia designs the agenda around the family’s priorities, prepares the workshop content, organises the location and accommodation, and coordinates suitable guest specialists. The aim is not to force a predetermined outcome, but to help the family understand what matters, name the difficult areas and leave with a clearer path.
One integrated programme
Wealth planning and wellbeing, thoughtfully interwoven.
Every session is chosen with the family. Quiet time and restorative movement sit around focused workshops so that complex conversations are not compressed into a conventional boardroom schedule.
Family alignment
Facilitated conversations help surface pain areas, expectations and relationship dynamics with care, structure and respect for individual boundaries.
Restorative wellbeing
A calm daily rhythm can include yoga, Pilates, meditation, recovery time and private resort experiences, adapted to the participants’ comfort and preferences.
Illustrative five-day journey
A deliberate progression from pause to practical next steps.
The sequence is a starting point, not a fixed curriculum. Families may give more time to particular issues, reduce formal sessions or invite trusted advisers into selected discussions.
- Day 1
Arrive and reset
Private arrival, orientation, individual perspectives, family objectives and a gentle wellbeing session.
- Day 2
Map the present
Assets, structures, responsibilities, current plans, unresolved questions and the family’s different definitions of success.
- Day 3
Work through the difficult areas
Focused succession and relationship conversations, with an independent succession specialist or existing adviser joining if the family chooses.
- Day 4
Shape the pathways
Compare choices, clarify roles, identify decision points and test what each pathway would require.
- Day 5
Agree the next chapter
Document priorities, ownership of actions, adviser briefs and a realistic post-retreat timetable before a restorative close.
Jointly hosted
Professional attention with a personal rhythm.
Frank Brun leads the succession, wealth and strategic workshops. The retreat is hosted jointly with his wife, who leads yoga and Pilates, while meditation may be facilitated by Frank or by both hosts together.
Guest experts are selected around the agenda. The family may nominate its own advisers or ask Prima Ordia to identify an independent succession planner or other specialist. External experts remain responsible for their own professional advice.
Only those necessary to deliver the agreed programme are told the identity of the family. Confidentiality arrangements, secure communication and information boundaries are agreed before substantive material is shared.
One premium base product
US$100,000
Five days and five nights, for up to six family members and close advisers. International flights are excluded.
Private
by design
by design
Luxury accommodation allowanceUS$28,000
Retreat design and principal facilitationUS$25,000
Succession workshop preparation and materialsUS$12,000
Daily yoga, Pilates and meditation programmeUS$8,000
Guest specialist allowanceUS$10,000
Private dining, local transfers and selected experiencesUS$8,000
Concierge, logistics and booking coordinationUS$4,000
Contingency and incidentals allowanceUS$5,000
Total base priceUS$100,000
The accommodation configuration, dining and activities are confirmed before booking. If the family selects an option above an included allowance, the difference is disclosed and approved in advance.
Optional additions may include extra nights or rooms, exclusive resort or island use, additional participants, private aviation, enhanced security, interpreters, specialist clinical services, or expert fees above the included allowance. No optional cost is incurred without written approval.
Five location choices
Exceptional settings selected for privacy, service and perspective.
Prima Ordia coordinates the booking in an appropriate suite or villa configuration. Full buyouts and signature private estates are optional upgrades and may exceed the base accommodation allowance.
Cheval Blanc Randheli
Private villas across the Noonu Atoll, a dedicated spa island, highly personalised service, and established yoga and meditation experiences.
Official resortWHITE Exclusive Suites & Villas
An intimate São Miguel property with sea-view suites and villas, tailored experiences, wellness treatments and yoga instruction.
Official resortThe Branson Beach Estate
A secluded three-villa estate on Moskito Island with a private beach; individual villas or the estate may be considered according to group size.
Official resortTHE KARL LAGERFELD
Design-led suites at Grand Lisboa Palace with private meeting potential, a Forbes Five-Star spa and discreet access to Macau’s dining and cultural scene.
Official resortAnassa
A secluded Mediterranean beachfront resort with renewed suites and villas, extensive gardens and the award-winning Thalassa Spa.
Official resortPrima Ordia is independent of the properties listed above and does not accept referral commissions from them. Resort availability, rates and suitability are confirmed for each retreat.
Make the time your own
Continue privately after the facilitated retreat.
Families may extend the accommodation before or after the five facilitated days. Additional time is deliberately unprogrammed unless requested, giving family members the option to remain together, rest or continue conversations privately.
Extra nights and any additional services are quoted separately at cost plus the agreed coordination fee.
Private enquiries
Begin with a confidential conversation.
The retreat is offered selectively and is not promoted through paid advertising or referral commissions. A first conversation establishes the family’s objectives, participant group, timing, location preferences and whether the format is appropriate.
email@primaordia.orgPlease do not send confidential, medical, legal, tax or market-sensitive information until conflicts, scope and a secure communication method have been agreed.
The retreat provides strategic facilitation, planning support and general wellbeing activities. It is not medical or psychological treatment and does not replace legal, tax, investment, medical or therapeutic advice. Participation in physical activities is voluntary and subject to individual suitability. Outcomes cannot be guaranteed. Final resort, accommodation, specialist availability and pricing are confirmed in a written engagement proposal.