THE CATALOGUE · 24 EXPERIENCES

The experiences.

Each one is designed around a person you want to know better: a spouse, a son or daughter, a business owner thinking about what comes next, a family that gathers once a year. Filter by who it is for, or by season.

Who it is forSeasonGroup sizeFormatYour year 0

01 · Clients and spouses

The Twelve-Seat Table

Six client couples, one shared menu, seats chosen so every spouse meets someone worth knowing.

Guests: 10 to 14
Best months: Any
Production: $2,500
Typical Charleston costs: $3,500–$7,500

See how it works

What happens

6:30 · quiet arrival and first glass
7:00 · guests take deliberately chosen seats
7:15 · a shared menu begins
9:00 · coffee and an unhurried close

Why it works

People share more at tables of eight to twelve than at receptions.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A shared seasonal menu, printed place cards and one personal follow-up note per household.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

02 · Clients and spouses

Couples Supper Club

The same small group, three times a year, in a different private room each time.

Guests: 10 to 12
Best months: Feb, Jun, Oct
Production: $2,500 each
Typical Charleston costs: $3,500–$6,500

See how it works

What happens

6:30 · aperitif
7:00 · one table
8:30 · dessert and a brief toast
9:15 · close

Why it works

Familiarity compounds when the same people meet more than once.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Three distinct private rooms, a recurring guest list and a light seasonal menu.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

03 · Spouses

The Second Seat Breakfast

A calm hour with an estate attorney on what a surviving spouse actually decides, and when.

Guests: 8 to 14
Best months: Jan to Mar
Production: $3,000
Typical Charleston costs: $2,000–$4,000

See how it works

What happens

8:00 · coffee and breakfast
8:20 · practitioner conversation
9:00 · questions at the table
9:30 · close

Why it works

A small breakfast makes a difficult subject feel practical and human.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Coffee, warm breakfast, a one-page decision guide and no presentation deck.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

04 · Clients and spouses

Garden Morning and Lunch

A private walk through historic gardens, then lunch nearby.

Guests: 12 to 20
Best months: Apr, May
Production: $3,500
Typical Charleston costs: $4,000–$8,000

See how it works

What happens

10:00 · private garden entry
10:20 · guided walk
11:30 · move to lunch
12:00 · seated meal

Why it works

Walking side by side creates easier conversation before the table.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Garden access, a local guide and a spring lunch with quiet place cards.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

05 · Adult children

Parent and Adult Child Supper

Clients each bring a son or daughter. You meet the next generation as a guest, invited by their own parent.

Guests: 10 to 14
Best months: Nov, Dec
Production: $3,000
Typical Charleston costs: $3,500–$7,000

See how it works

What happens

6:30 · parent and child arrive together
7:00 · shared table
8:00 · one useful conversation prompt
9:00 · close

Why it works

The invitation carries more trust when it comes through the parent.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A warm family-style dinner and a note addressed to both generations.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

06 · Adult children

The Heirs' Table

Clients' adult children with peers their age and a guest worth meeting. Your associate advisors host.

Guests: 10 to 12
Best months: Jun to Aug
Production: $3,000
Typical Charleston costs: $3,000–$6,000

See how it works

What happens

6:45 · casual arrival
7:15 · dinner
8:00 · guest conversation
9:15 · close

Why it works

Peers and a useful guest make the relationship feel like their own.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A relaxed private room, one guest with practical relevance and no sales presentation.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

07 · Next generation

First Home, First Paycheck Night

Practical answers for clients' children in their twenties and thirties, over a wood-fired dinner.

Guests: 12 to 20
Best months: Aug
Production: $3,500
Typical Charleston costs: $2,500–$5,000

See how it works

What happens

6:30 · drinks and introductions
7:00 · wood-fired dinner
7:40 · two practical questions
8:30 · open conversation

Why it works

Useful answers earn attention when the evening still feels social.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Pizza or wood-fired supper with a lender and tax practitioner at the table.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

08 · Next generation

The Giving Circle

The next generation chooses where a small grant goes, with site visits and a closing dinner.

Guests: 10 to 16
Best months: Year-long
Production: $6,000
Typical Charleston costs: $3,000–$8,000

See how it works

What happens

Spring · choose a local question
Summer · two short site visits
Fall · family decision
Winter · closing dinner

Why it works

A shared decision gives the next generation a meaningful reason to participate.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Two nonprofit visits, a simple decision framework and a closing supper; grant separate.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

09 · Women

The Decisions Lunch

A small table of women clients and a practitioner worth hearing. Substance, peers, no theme.

Guests: 12 to 16
Best months: Mar, Sep
Production: $3,000
Typical Charleston costs: $2,500–$5,000

See how it works

What happens

11:30 · arrival
12:00 · lunch
12:35 · practitioner conversation
1:30 · close

Why it works

A precise guest list creates relevance without turning lunch into a seminar.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A private room, a concise practitioner prompt and a seasonal lunch.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

10 · Women, adult children

Mother and Daughter Giving Afternoon

A morning inside a local nonprofit's work, then lunch and a shared decision about a gift.

Guests: 10 to 14
Best months: Apr
Production: $3,500
Typical Charleston costs: $3,000–$6,000

See how it works

What happens

10:00 · nonprofit visit
11:15 · guided conversation
12:00 · lunch
1:15 · shared close

Why it works

Doing something together gives two generations a natural conversation.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A private site visit, lunch and a small family-directed gift; gift separate.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

11 · Business owners

Owners' Oyster Supper

Owners and their successors around a fire, with a family-business owner telling how they handed it on.

Guests: 14 to 24
Best months: Jan, Feb
Production: $4,500
Typical Charleston costs: $6,000–$14,000

See how it works

What happens

5:30 · fire and oysters
6:15 · owner conversation
7:00 · seated supper
8:45 · close

Why it works

A peer story opens a succession conversation without making it the program.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Oyster roast, Lowcountry supper and one owner-to-owner story by the fire.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

12 · Business owners

Behind the Scenes

A client opens their own plant, kitchen or boatyard to a small group of peers.

Guests: 12 to 20
Best months: Any
Production: $3,500
Typical Charleston costs: $2,500–$6,000

See how it works

What happens

4:30 · private arrival
4:45 · owner-led walk
5:45 · drinks
6:15 · supper

Why it works

Letting one client teach makes the room generous and peer-led.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

A client-led visit followed by a simple catered supper on site.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

13 · Business owners

Exit Readiness Breakfast

An investment banker and a tax attorney, one hour, for owners within five years of a sale.

Guests: 8 to 12
Best months: Spring
Production: $2,500
Typical Charleston costs: $1,500–$3,000

See how it works

What happens

7:45 · breakfast
8:00 · two expert perspectives
8:35 · owner questions
9:00 · close

Why it works

One focused hour respects an owner’s time and creates a useful next step.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Breakfast, one-page preparation list and no product pitch.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

14 · Whole families

The Family Story Evening

An oral historian interviews the grandparents, with the whole family at the table.

Guests: 8 to 16
Best months: Any
Production: $5,000
Typical Charleston costs: $3,000–$9,000

See how it works

What happens

5:30 · family arrival
6:00 · recorded conversation
7:00 · supper
8:30 · private close

Why it works

A family story gives every generation the same reason to be present.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Oral historian, discreet audio capture, family supper and private delivery.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

15 · Whole families

Annual Family Supper

Three generations of several families at long tables outdoors, on the same weekend every year.

Guests: 40 to 70
Best months: Oct, Nov
Production: $9,000
Typical Charleston costs: $15,000–$35,000

See how it works

What happens

4:30 · family activities
5:30 · drinks and welcome
6:15 · long-table supper
8:00 · dessert and departure

Why it works

An annual rhythm becomes a family tradition instead of a firm event.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Children’s table, three-generation seating plan and a generous outdoor supper.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

16 · Whole families

Candlelight House Tour and Supper

A private holiday tour of a historic house, then supper with children home for the season.

Guests: 20 to 40
Best months: Dec
Production: $5,000
Typical Charleston costs: $7,000–$16,000

See how it works

What happens

5:00 · candlelight tour
6:00 · aperitif
6:30 · supper
8:30 · close

Why it works

The holiday return home gives adult children a natural reason to join.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Private historic-house access, supper and a family place-card plan.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

17 · Whole families

Grandparents' Morning

Grandparents and grandchildren at a museum or farm before it opens.

Guests: 20 to 40
Best months: Spring
Production: $4,000
Typical Charleston costs: $4,000–$9,000

See how it works

What happens

8:30 · private entry
9:00 · guided activity
10:00 · breakfast or picnic
11:00 · close

Why it works

A shared morning gives grandparents and children a memory with no formal program.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Private access, age-flexible guide, breakfast and a quiet take-home activity.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

18 · Clients and guests

Bring a Friend Oyster Roast

Clients each bring a couple they like. A dock, a pit master, nothing else on the agenda.

Guests: 40 to 70
Best months: Nov to Feb
Production: $5,500
Typical Charleston costs: $9,000–$22,000

See how it works

What happens

4:30 · dockside arrival
5:00 · oysters and fire
6:15 · supper
8:00 · close

Why it works

A friend invitation widens the room while keeping the evening social.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Oysters, live fire, supper and easy weather planning.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

19 · Clients and spouses

First Light on the Water

A dawn run across the harbor with breakfast aboard.

Guests: 6 to 8
Best months: May, Jun
Production: $3,000
Typical Charleston costs: $3,000–$6,000

See how it works

What happens

5:45 · dock arrival
6:00 · depart
6:30 · breakfast aboard
8:00 · return

Why it works

A small boat makes time together feel distinct without being formal.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Insured charter, captain, breakfast and a weather alternative.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

20 · Clients and spouses

Clays Morning

Instructor-led sporting clays in mixed squads, then lunch at the club.

Guests: 12 to 24
Best months: Oct to Mar
Production: $4,000
Typical Charleston costs: $4,000–$10,000

See how it works

What happens

9:00 · safety and instruction
9:30 · mixed squads
11:30 · drinks
12:00 · club lunch

Why it works

Mixed squads create many small conversations before lunch.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Licensed facility, instructors, waivers, equipment and a seated club lunch.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

21 · Clients

The Curated Introduction Dinner

Eight clients who should know each other, and you explaining why in a short toast.

Guests: 8
Best months: Any
Production: $2,500
Typical Charleston costs: $2,500–$5,000

See how it works

What happens

6:30 · arrival
7:00 · short host toast
7:10 · dinner
9:00 · close

Why it works

The advisor’s reason for each introduction gives the table immediate meaning.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

One round table, one concise toast and a personally drafted follow-up note.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

22 · Professionals

The Professionals' Table

The estate attorneys and CPAs who serve your families, around one table.

Guests: 8 to 12
Best months: May
Production: $2,500
Typical Charleston costs: $2,500–$5,000

See how it works

What happens

6:00 · aperitif
6:30 · shared table
7:30 · one professional question
8:45 · close

Why it works

A small table turns adjacent professionals into a more useful team.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Private dining room, a thoughtful seating chart and one shared question.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

23 · Top households

Late Summer Garden Supper

The year's main thank-you, in a private garden, with two short toasts.

Guests: 24 to 40
Best months: Sep
Production: $7,500
Typical Charleston costs: $14,000–$30,000

See how it works

What happens

5:30 · garden arrival
6:15 · first toast
6:30 · supper
8:15 · final toast and dessert

Why it works

A beautiful setting carries the gratitude without a long program.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Private garden, rain plan, seasonal table and two brief host toasts.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one

24 · Clients and families

Museum After Hours

A curator's tour of a single gallery, then supper in the rotunda.

Guests: 30 to 60
Best months: Jan, Feb
Production: $6,000
Typical Charleston costs: $10,000–$22,000

See how it works

What happens

5:30 · private arrival
5:45 · curator-led gallery
6:30 · drinks
7:00 · supper

Why it works

One gallery gives the room a shared subject without a formal presentation.

Your team and ours

Your team chooses the households, approves the invitation and hosts the room. The Atelier carries the planning, production, pacing and vendor coordination.

Review notes

The firm approves guest-facing copy and sends invitations. Estimates separate hospitality from any take-home item and are itemized per guest.

One possible treatment

Private access, curator, reception and rotunda supper.

Charleston estimate; New Jersey typically 15 to 25% higher, Little Rock similar or lower. Final costs come from current vendor quotes.

Ask about this one