We’re excited to share details of something new and very special we’re organizing for 2026. From June 17–20, 2026, Emerald Advisors, in partnership with the Tuck School of Business at Dartmouth, will convene a Family Wealth & Education Retreat at the Omni Mount Washington Resort in Bretton Woods, New Hampshire.
Designed for family founders, their adult children, and—where appropriate—older grandchildren, this intimate retreat brings together approximately ten multi-generational families navigating complex wealth, legacy, and planning decisions. The program blends executive-level education, thoughtful discussion, and meaningful family connection in a beautiful mountain setting. Participation is by invitation and offered as a curated, shared-cost experience.
— Our Purpose
Family Wealth &
Education Retreat
This retreat is designed as an intimate, high- caliber educational experience for families who are thinking intentionally about wealth, legacy, and connection across generations.
Content will explore topics including:
- Family governance and decision-making
- The role of wealth across generations
- Estate and financial planning considerations
- Communication across life stages and family roles
- Philanthropy and values-based stewardship
In partnership with the prestigious
Tuck Executive Education at Dartmouth
The program focuses on the human, financial, and structural dimensions of family wealth, bringing together thoughtful families in a setting that encourages reflection, learning, and meaningful dialogue. Sessions are designed to be substantive, practical, and relevant—while leaving room for informal conversation and shared experience.
The retreat is intentionally limited in size to foster depth of discussion, trust, and peer learning among participating families.
— Location
Omni Mount Washington Resort
Bretton Woods,
New Hampshire
Set against the backdrop of New Hampshire’s White Mountains, the Omni Mount Washington Resort offers a rare combination of history, privacy, and natural beauty.
The resort has long served as a gathering place for leaders, thinkers, and families, most notably as the site of the 1944 Bretton Woods Conference, where the modern global financial system was shaped. Today, it provides a setting well-suited for thoughtful conversation, learning, and connection.
Guests will enjoy:
- A private, self-contained resort environment
- Access to golf, hiking, spa, and outdoor activities
- Spaces conducive to both structured sessions and informal interaction
The location is intentionally chosen to support focus, presence, and time together – away from daily distractions.
Getting There
— Travel & Logistics
The Omni Mount Washington Resort is accessible via several regional airports:
Portland International Jetport (PWM)
| Approx. 2.5 hours
Manchester-Boston Regional Airport (MHT)
| Approx. 2 hours
Boston Logan International Airport (BOS)
| Approx. 3 hours
Private aviation options are available at nearby regional airports.
Located Approx. 20 Min.
Ground transportation and parking are available at the resort.
Additional details regarding recommended arrival times, on-site logistics, and optional activities will be shared with participating families in advance of the retreat.
Navigating Wealth and Legacy
— Schedule
Program Flow & Themes
2026
The retreat follows a high-level thematic design, balancing structured learning with time for reflection, discussion, and recreation.
Mornings will generally be reserved for educational sessions and group discussion, while afternoons allow for informal gatherings, recreation, and family time. Evenings will bring families together for shared meals and facilitated conversation.
A detailed agenda will be provided to participating families prior to the retreat.
Representative themes include:
- Behavioral finance and family dynamics
- Developing a shared family narrative around wealth
- Risk, opportunity, and long-term financial thinking
- Family governance, vision, and values
- Philantropy and purposeful giving
- Cross-generational communication and decision-making
— Speakers
Faculty & Program Leadership
The program will be led by faculty from Tuck Executive Education at Dartmouth, bringing academic rigor and practical insight to the retreat’s core themes.
In addition, Michael Smith, Founder and Managing Partner of Emerald Advisors, will serve as program host and facilitator, guiding discussions and ensuring continuity across sessions. Speakers are selected for their ability to engage families thoughtfully, encourage dialogue, and translate complex ideas into meaningful, real-world insight.
— Attendees
Building Wealth Together
Who This Retreat
Is Designed For
The Family Wealth & Education Retreat is designed for families who value thoughtful stewardship and long-term perspective.
Participants typically include:
- Family founders and primary decision-makers
- Adult children beginning to assume greater responsibility
- Spouses and partners involved in family planning discussions
- In some cases, older grandchildren (typically late teens) where families feel it is appropriate.
Families attending the retreat often face complex financial, estate, and governance considerations and are interested in learning alongside peers navigating similar questions.
Participation is by invitation, ensuring a group dynamic that supports openness, relevance, and meaningful exchange.
Thank you for taking the time to consider this experience – We would love to have you!
Interested in joining us?
Space is limited, so please let us know right away if you’d like to join for this special program. Complete this form and we will be in contact with more details soon.