For executive assistants & chiefs of staff
You bring the idea. We handle everything else — the venue, the food, the travel, the experience, the follow-up — discreetly, flawlessly, with one point of contact. After 25 years and hundreds of luxury retreats, this is the part you don't have to worry about.
Start with a 20-minute call →A retreat that lands — the right place, flawless logistics, a team that comes back changed — reflects on the person who arranged it. That's you. Our entire job is to make the experience extraordinary and make you look like the person who knows exactly how to get the best. You'll never be surprised, never left chasing a detail, never wondering if it's handled. It's handled.
How it works — four steps, most of them ours
The team, the goal, the rough timing and budget, and any preferences. Thirty minutes, no pressure.
We come back with three venues that fit the outcome and budget. You and your principal simply choose the one that feels right.
Agenda, costs, every detail. Review it, share it with your principal, and say go.
Your team comes back changed — and you're the one who made it happen.
And you stay as involved as you like — as hands-on or hands-off as you're comfortable with. Full visibility into progress at every step, and nothing moves without you knowing. On a bespoke retreat, you become our trusted insider — the one whose read on your principal makes every detail land exactly right.
Hand-curated four- and five-star lodges and estates we know are exceptional — and the relationships to secure them.
Dining worth flying for, dietary needs handled quietly, every meal part of the experience.
Transfers, rooming, schedules, contingencies — coordinated end to end so nothing falls through.
James Carter and team design and lead the experience around your executive's one outcome.
A month of reinforcement after, measured against a baseline — so the change actually sticks.
We work within your travel, procurement, and approval processes and provide the documentation finance needs.
Twenty-five years, complete discretion, and a single point of contact who knows your account. We're used to working with executive assistants and chiefs of staff — and the sensitivity that comes with planning for a principal.
Very little. It starts with one conversation; from there we design it, handle every logistic, and bring you a plan to approve. You stay informed and in control without doing the legwork.
You tell us the team, the goal, the timing and budget, and any preferences. We handle everything else — venue, food, rooming, travel, agenda, facilitation, and the 30-day follow-up. You approve; we execute.
Yes — routinely. We provide the documentation your finance team needs and adapt to your preferred vendors and policies.
Completely discreet, with one point of contact start to finish — no handoffs, no call centers. You always know exactly who to reach, and they always know your account.
A Focused retreat runs $25,000–$50,000; a Signature experiential retreat $35,000–$100,000; a fully bespoke retreat $75,000–$500,000+ — all turnkey, facilitation and 30-day reinforcement included. We scope it precisely on the first call.
One short, no-pressure call. We'll tell you exactly how we'd make it happen — and make it easy for you from there.
Book a Strategy Call →