Family Alignment vs Family Gathering or family retreat: What's the Difference?

For many families, the Family Alignment Day is the first in a series of ongoing experiences that will come to be known collectively as their Heritage Days. This very special day is where the family gets its first glimpse of the value, unifying strength and enduring significance that they can look forward to as a family now, and for years to come. One or more Heritage Design Professionals typically facilitate the Alignment Day, helping family members to participate in activities, events and exercises designed to promote and enhance effective communication about important topics. The overriding objective of Family Alignment Day and the Heritage Days that follow is to build a culture of communication, trust and mentoring within the family. Research proves that families who focus on those objectives will get stronger and more unified–and stay that way– from one generation to the next.

The Heritage Process, beginning with a Family Alignment Day, as many families experience it. The topics in blue highlight the areas where some families choose to focus for a year or more.

The Heritage Process, beginning with a Family Alignment Day, as many families experience it. The topics in blue highlight the areas where some families choose to focus for a year or more.

Common elements that families experience at their Alignment Day and in ongoing Heritage Days events include family fun, individual and family development and a focus on the 'Business of Being a Family.' (As opposed to a focus on a family business, or just on money.) 

What About Traditional Family Gatherings and Retreats?

Your family's Alignment Day and the Heritage Days that follow are vastly different experiences than the kind of family gatherings and retreats organized by financial advisors and attorneys. Family meetings/retreats are usually issue specific (in most instances, it's about the money) and mom/dad and/or their advisors take the lead throughout.  Everyone attends because it’s required.  However, some family members don’t express their opinions on issues because their voice is not usually heard in day-to-day family life,  and the parent/child and sibling family dynamics that dominated the family the day before the gathering or retreat are still the 'law of the land.'  Plus, even when mom /dad's advisor facilitates the meeting, that advisor is there to represent mom/dad–  not the entire family.

          At your Family's Alignment Day, everyone's voice is heard.

          At your Family's Alignment Day, everyone's voice is heard.

In contrast to traditional family gatherings or retreats, the Family Alignment Day and the Heritage Days that follow are “family” driven–not advisor or parent driven. That means that all family members have the same amount of power. And, these events are facilitated by specially trained professionals who see to it that each and every family member who wishes to participate will be given the opportunity to do so.  When family members are provided a 'safe' forum within which they can express themselves, deeper conversations can happen, and stronger family bonds can be forged. That does not occur during traditional family gatherings or retreats.

There is another, extremely important difference between a Family Alignment / Heritage Day and the traditional highly-structured, micro-managed, advisor or parent led gathering:  the Alignment and Heritage Day events are very intentional about working towards the desired outcomes identified by the entire family as the things that matter most to them now, and for years to come.


To learn more, check out our book, Beating the Midas Curse, on AMAZON.