Curated Experience
St. Barts Bespoke Intensive
The Problem We Solve
You have built something significant. $10M+ in annual revenue. Multiple entities. Board seats. Family wealth structures that span generations. Strategic decisions that affect hundreds — or thousands — of lives.
But somewhere between the third entity restructure and the latest succession conversation, the architecture became fragmented. Your CPA handles compliance. Your attorney manages documents. Your wealth advisor moves assets. Yet no one is orchestrating the entire system — tax strategy, entity design, liquidity planning, governance frameworks, and leadership succession — as a unified whole.
The cost is not visible in quarterly statements. It is the $200K in structural tax inefficiency you do not see. The succession blind spots that could fracture what you have built. The decision fatigue that comes from operating without a consolidated operating narrative.
Who This Is For
Participation is strictly capped at three individuals to ensure unparalleled privacy, depth, and personalization. This is not a retreat for everyone who can afford it — it is for those whose circumstances genuinely demand it.
The Four Days
This is a bespoke strategic recalibration of your entire financial and operational ecosystem — conducted under full NDA, in a private oceanfront setting, with no distractions and no audience.
What You Leave With
Every participant departs with a complete set of strategic documents — not notes, not recommendations, but finalized materials ready to be placed directly into the hands of your legal, tax, and financial counsel.
Post-Retreat Accountability
The retreat is the beginning of execution — not the end of a conversation. Every participant receives structured follow-through to ensure the strategies developed on the island are implemented with the same precision with which they were designed.
Signed NDA before any engagement begins. Every aspect of the retreat — including the names of other participants, the content of sessions, and the deliverables produced — is protected by a client-specific Non-Disclosure Agreement.
No photography, media, or recording. Devices are stored in secure lockboxes during all deep-work sessions. All staff, chefs, and security personnel sign independent NDAs.
Anonymous identifiers only. Retreat materials reference first names or anonymous identifiers. No participant's identity is disclosed to any other participant without explicit consent.
Staggered departures. Arrival and departure logistics are coordinated to ensure that no two participants are identified in the same location at the same time.
Investment & Process
Applications are reviewed for strategic fit, complexity level, and timing. Priority is extended to referrals from trusted advisors and current EBS Firm clients. If accepted, a pre-retreat protocol is initiated immediately — beginning with a secure confidential intake process.
Participation is by selection only. We do not accept every application — and we will tell you directly if the timing or fit is not right.
Your Facilitator
Kalanie Petersen is the Founding Principal of EBS Firm Inc. — a boutique multi-family office serving ultra-high-net-worth families, founders, and family office principals with a minimum of $50 million in investable assets.
Over more than sixteen years, she has built deep expertise at the intersection of complex wealth structures, proactive tax architecture, generational succession, and executive leadership — advising clients whose financial decisions carry consequences that extend well beyond a single balance sheet.
Her approach moves clients away from reactive compliance and toward the kind of sophisticated, integrated frameworks typically reserved for institutional capital. This intensive reflects the exact frameworks deployed within active EBS Firm client engagements — delivered in a format that creates the depth and privacy required for genuine recalibration.
Kalanie personally conducts every session. There are no substitutes, no assistants leading the work, and no third parties present without your explicit consent.
Questions
For matters not addressed here, reach Kalanie directly at kpetersen@ebsfamilyoffice.com
Secure Your Place
Applications are reviewed personally by Kalanie Petersen for strategic fit, complexity level, and timing. Priority is extended to referrals from trusted advisors and current EBS Firm clients.
kpetersen@ebsfamilyoffice.com · +1 (305) 882-9192 · All inquiries governed by NDA