Each session will be peppered with visits and from intriguing experts and peers who are themselves creatives, willing to share the secrets and strategies that have been useful to them. We'll also eat well, enjoy Santa Barbara, hike, and get to know one another, developing a peer network that will be available for ongoing support and development.

Lab One | Lab Two | Lab Three | Lab Four

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Lab One:
Ojai Valley Inn and Spa in Ojai, CA.

We combine the best in fitness and relaxation with an exploration of key issues in family leadership. The agenda will include...

• Voice & Leadership. What makes your financial voice unique—and effective for family leadership? We begin our time together with an exploration of human capital assets, how to develop and leverage them for the well being of family goals and mission.
• Ownership Roles and Responsibilities. How do we make everyone happy—and deal when we don't? Multiple roles (shareholder, owner, family member, etc.) carry competing obligations and opportunities. We dissect and consider strategies for managing fairness, equality and justice in the family community.
• Financial Accountability. Do you put off opening the dry financial reports and statements that come relentlessly each quarter? This session gives non-linear thinkers strategies for managing fiduciary responsibilities and financial information.

This lab includes sessions in the Ojai Artist's Cottage with time to explore the creative spirit, great dinners, good wine, and access to one of the country's finest spas...

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Lab Two:
El Capitan Canyon Resort.

This lab, held in a 'glamp' resort (think glamorous camping) will build financial fluency under the oaks and in between hikes in one of California's most beloved canyons. We'll cover...

• Investing Basics for the Creative. This session explores the language and concepts of investing in a left-brain setting that uses connections between investing, the world, and one's daily life in ways that will allow you to engage with the most obscure financial expert at your next family meeting.
• Money & Relationships. In-laws, out-laws; pre-nups, post-nups; Navigating social interactions in the minefields of work, love, family and social obligations is a challenge throughout the life cycle. We explore best practices for personal well being, as well as in our roles as mentors to the next generation.
• Credit and Debt as Financial Strategies. Credit and debt are vehicles for philanthropy, ventures, asset management, and big ticket purchases-from building a museum to adding to a gems or art portfolio. This session will translate bank speak to plain moneytalk.

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Lab Three:
Fess Parker Winery & Spa, Santa Ynez Valley. Fess Parker Winery and Spa, Santa Ynez Valley.

Meeting in "Sideways' country we will hear behind the scenes description of the filming of that movie, while continuing to build financial fluency in meaningful ways for the financial creative.

• Creatives as Entrepreneurs. Winemaking meets at the intersection of science and art. Proprietor and winemaker of Fiddlehead Cellars, Kathy Joseph is both an artist-in the making of the wine-and a thoughtful manager of her entrepreneurial venture. This session takes us behind the scenes at Kathy's vineyard as she shares her journey, and her wine, with us. We will focus on how to develop and defend entrepreneurial ventures in the context of family resources, how to analyze a business plan, and how to develop your own ideas into business ventures.
• Investing for Life. Building on knowledge gained in Lab Two, we delve deeper into investment language, strategies and principles critical to family leaders-and beneficiaries.
• Leadership and Positions of Control. Building a great family and making a difference takes leadership. But utilizing multiple leadership styles, like a symphony conductor, takes intuition and experience. We work together to identify leadership styles and opportunities relevant to each participant's life and goals.

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Lab Four:
We complete the Lab Series at the Canary Hotel in Santa Barbara proper.

Close to the Santa Barbara Art Museum and State Street's best shops, we wrap the series with a look back at what we've covered, as well as a look ahead to goals and visions

• Wealth Transfer. We use the language and concepts from previous labs to take a look at the decisions and opportunities associated with the wealth transfer process, providing a framework to make the best use of advisors, tax attorneys and other professionals.
• Making A Difference—Philanthropy as Financial Strategy. It's one thing to do good; another to make a difference. We'll look at how philanthropists develop gravitas and make impact, beyond their personal giving.
• Mentoring the Next Generation of Financial Creatives. What have I learned and how do I pass it on? We will explore strategies for sharing lessons learned with children, siblings, cousins, spouses in order to broaden the circle of thoughtful stewards of human and financial capital.

Have a question? Contact us or call (805) 965-0475