For executive assistants & chiefs of staff

Planning your executive's retreat? We'll make you look brilliant.

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 15-minute call →

Still need to introduce us to your principal first? Brief your principal in one page →

Your principal remembers who pulled it off.

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

1You · 30 min

Tell us the shape of it

The team, the goal, the rough timing and budget, and any preferences. Thirty minutes, no pressure.

2Us

Three vetted venues

We come back with three venues that fit the outcome and budget. You and your principal simply choose the one that feels right.

3Us · You approve

A complete proposal

Agenda, costs, every detail. Review it, share it with your principal, and say go.

4Us

We run everything

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.

Everything that would normally land on your desk — on ours instead.

Venues

Hand-curated four- and five-star lodges and estates we know are exceptional — and the relationships to secure them.

Food

Dining worth flying for, dietary needs handled quietly, every meal part of the experience.

Logistics

Transfers, rooming, schedules, contingencies — coordinated end to end so nothing falls through.

Facilitation

James Carter and team design and lead the experience around your executive's one outcome.

30-day follow-up

A month of reinforcement after, measured against a baseline — so the change actually sticks.

Procurement

We work within your travel, procurement, and approval processes and provide the documentation finance needs.

After hundreds of luxury retreats, we know exactly what we're doing.

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.

If you'd rather dig in yourself

EA planning resources.

Everything we'd handle for you is written up here too — agendas, planning guides, and ideas. Use them to brief us, or to build it yourself.

Free download The Complete Retreat Planning Kit The principles, the agenda shape, a logistics checklist, the prep timeline, and the 30-day follow-through — in one PDF. Get the kit →

Leadership offsite agenda A ready structure for the day itself. Read → How to plan an executive offsite The full planning walkthrough, start to finish. Read → How to plan a leadership retreat The multi-day retreat version, end to end. Read → Leadership team meeting agenda A template for the recurring executive meeting. Read → How to run an executive team meeting Make the standing meeting actually count. Read → Executive offsite ideas Formats and themes worth borrowing. Read →

Tell us what your executive needs.

One short, no-pressure call. We'll tell you exactly how we'd make it happen — and make it easy for you from there.

Plan your retreat →