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Jim Morphy - Retainer Deck - Estate - The Gallivant Commitment

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The Gallivant Commitment By invitation, for the families we know best.


Highly Personal. Intentionally Boutique.

Evolving to Elevate Over the past twelve years, we have been fortunate to serve discerning, curious, adventurous families who share our passion for discovery and our belief in being intentional about time together. It is thanks to these remarkable families that we have evolved, broadening our services to meet the full shape of their lives. That growth has taught us where our work matters most: with the families we know deeply, over years, not transactions. And as more of life becomes automated, we believe genuinely human service matters more than ever: someone reachable, someone accountable, someone anticipating what you need before you ask. Service at that level requires dedicated time, deliberately set aside across our team. So we are choosing how we grow: depth rather than volume, and a standing way of working with the families we know best. That is the Gallivant Commitment, and it is why we are sharing this with you now.


T H E

N E E D

W E

S E E

A Relationship Shaped Around a Full Life Families are looking to simplify their lives. Travel and lifestyle requests fold seamlessly into their daily lives, beyond the journeys that are pre-planned and highly curated.

WHAT IS NEEDED

WHAT IT REQUIRES

WHAT WE OFFER

Simplification

A Symbiotic Relationship

Central Source of Planning

Fewer people to manage. One number to call.

Proactive rather than responsive. Learned rather than briefed.

A portal that provides visibility into all your travel and lifestyle requests

Time is the asset you most want protected. From the hard to get table to the multi-destination experience abroad. Fewer suppliers, only those who know you and can coordinate on your behalf.

Dedicated team armed with deep family profiles for you and your extended family, so a few words become a finished plan. We move before being asked. Travel and lifestyle becomes part of how your family runs, not a series of bookings.

A planning and communicaion tool for all your travel and lifestyle requsts in one place. An easy way to share plans with family and friends as things evolve. A place that holds your travel history and your aspirations.


T H E

C L I E N T

P O R T A L

Where Your Family's Travel Life Actually Lives An Active Roadmap The Journey Mosaic, live. Every journey planned and every one still on the wish list, so the years ahead are actionable rather than a someday list. Their Story, Explorable Where they went, what worked, what they would do again. A family's history becomes the source of the next idea, not a folder of PDFs. A Knowledge Engine Preferences consolidated across the family into one profile. It compounds. The more it holds, the less we have to ask.

Your travel, your team, and the year ahead, together in one place.


T H E

R E L A T I O N S H I P

We take the long view

One Trusted Relationship

A dedicated team that knows your

In designing your family's journeys, we've come to know the things that no longer need to be discussed: your travel essence, the pace you like, the traditions you keep, who has to be at the table, what the journey is really for.

family, year after year.

The best journeys aren't designed around a destination. They're designed around the people going.

The Commitment gives that knowledge a structure and anchors us to focus on the future alongside you. A dedicated in-house team, an understanding of your evolving needs, and standing check-ins throughout the year, so that travel is tended to the way the other pillars of your life are: deliberately, consistently, proactively and thoughtfully. Serving only a small number of families we know well.


WHO WE ARE

A Team That Knows Your Family We are a collaborative team of specialists with a global network and deep local partnerships that allow us to deliver on virtually any request, anywhere in the world.

The Broader Team

Travel Design & Lifestyle Team

Teresa Ford Chope FOUNDER & CEO

MULTI-GENERATIONAL · CELEBRATIONS · LONG-RANGE PLANNING

Connor Gribbon STRATEGY & PARTNERSHIPS FAMILY OFFICES · FAMILY ENTERPRISE · EUROPE

Ann Tool TRAVEL ACCOUNT EXECUTIVE SAFARI · FAMILY · SKI · ADVENTURE · CULINARY

Kristiana Tarnuzzer SR. TRAVEL & LIFESTYLE ADVISOR

Allison D’Ambrosio TRAVEL DESIGNER

WELLNESS · ASIA · UK & EUROPE · SOUTH AMERICA

CARIBBEAN · OCEANIA · UK · SOUTH AMERICA · GLOBAL EVENTS

Cara Castelli TRAVEL ACCOUNT EXECUTIVE ANTARCTICA · YACHTING & CRUISING · ITALY & EUROPE · GLOBAL EVENTS

Sade Wallace TRAVEL DESIGNER NATIONAL PARKS · CARIBBEAN · SPAIN & EUROPE

Andrea Anderson CHIEF OPERATING OFFICER

Jolie Johnson CONTROLLER

Jim Mercado EXECUTIVE ADMINISTRATOR

Alecia Nagle PROJECT MANAGER

Cristina Florez MARKETING COMMUNICATIONS


T H E

R H Y T H M

O F

T H E

Y E A R

A Year in the Relationship From the first conversation of the engagement to the last journey home.

To Open the Engagement

Through the Seasons

On Every Journey

Between the Journeys

The engagement begins with a conversation: what you want to celebrate, where you're drawn to, where you need to be, what the months ahead should hold.

One team holds your family's travel all year, thinking about your next journey before you've asked for it. Knowledge compounds; nothing starts from scratch.

Complete bespoke design, end to end, with support wherever in the world you are, from a team that stands behind every detail because it knows what every detail is for.

Between journeys, we're still working: a restaurant in a new city, a hotel night on short notice, a plan that needs to change. One call, handled.


T H E

D I F F E R E N C E

What Changes Everything you know about working with us, now with a structure that gives you more: more ease, more foresight, more possibility.

Nothing Starts From Zero

Your family profile: preferences, traditions, health considerations, how you like to move. All of it lives with one team and carries into every journey.

Planned Within Your Life

Your travel doesn't sit beside your life; it's planned within it. Family calendars, professional commitments, and the year's journeys, held as one picture and adjusted as life moves.

Held, Always

No hours to count. Unlimited design and concierge, with dedicated after-hours support, for whatever the year brings.

A Pillar, Tended

Time away, spent well, is one of your family's most valuable assets. Like your portfolio, it deserves a structure, a team accountable for it, and check-ins to keep it on course.


L O N G - T E R M

T R A V E L

Journey Mosaic

P L A N N I N G TM

Most travel is planned one journey at a time. We take the longer view. That’s how The Journey Mosaic came about. With this framework we gather everything you and your family dream of doing, the destinations, the milestones, the passions, and turn these insights into a plan for the years ahead, so the right journeys happen at the right time, not someday.

01

Dream

02

Distill

03

We help you think differently about your time. Together we capture your interests, your passions, and the people you most want to travel with, building the picture of a life well traveled.

We map each dream to the right season, the right length, and the right travelers. What was once a someday list becomes a clear, considered sense of what's possible.

Plan We turn the Mosaic into your Advanced Travel Plan: an actionable roadmap for the years ahead that respects your calendar, your priorities, and your life.


J O U R N E Y

M O S A I C TM

·

I L L U S T R A T I V E

E X C E R P T

The Mosaic Itself A living & personalized picture of where your family could be, and when. Region

Destination

Who

Focus

Nts

AFRICA

Egypt

Family

Archaeological treasures & ancient civilization

10

AFRICA

Morocco

Fred & Ginger

Marrakech & Mountains

6

AFRICA

Rwanda

Family

Gorilla Trekking

7

AFRICA

South Africa

Fred & Ginger

Winelands, Cape & Garden Route

14

ASIA

Japan

Fred & Ginger

Kyoto, Tokyo & Naoshima Island

10–12

ASIA

Thailand

Family

Animal encounters

10–11

ASIA

Vietnam

Fred & Ginger

Combined with Cambodia

9–10

CARIBBEAN

St. Barths

Fred & Ginger

Beaches

3–5

EUROPE

France

Fred & Ginger

Wine excursion & Belmond barge

7

EUROPE

Italy

Family & Friends

Ski safari, Amalfi off-season

7

EUROPE

Scotland

Couples

Golf

8–10

EUROPE

Switzerland

Family

Heli-skiing & summer hiking

8–10

N. AMER.

California

Fred & Ginger

Napa, San Ysidro Ranch, Big Sur

2–5

N. AMER.

Hawaii

Family

Golf, beaches, nature

10

S. AMER.

Patagonia

Family

Outdoor adventures & animal encounters

5–7

Best time of year

Good time of year

Shoulder season

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Illustrative excerpt. Every Journey Mosaic is built in collaboration and refreshed as life changes.


L I F E S T Y L E

&

A C C E S S

Access You Wouldn't Think to Ask For Beyond the structure: we offer families within the Commitment access to our travel and concierge services for the days between journeys. Concierge, Global Events & Daily Life Tickets to global events, cultural access, dining, gifting, and the details of daily life, handled without fuss. The Travel Desk Hotel bookings through the year, with your status and preferences already attached. Private Aviation, Yachts & Security Charter sourcing, trusted operators, and discreet security coordination, for the trips that call for them. Wellness, Integrated Longevity and wellness consultation, woven through how your family travels and lives. The Whole Family For our most involved relationships: calendars, schedules, and the people who keep your world running.


T H E

E N G A G E M E N T

How an Engagement Works Simple by design, and shaped in conversation around your family.

An Annual Engagement

One annual engagement, encompassing your family's travel and lifestyle needs - the depth of support you want, agreed in conversation.

Intentionally Boutique

The Estate engagement is extended to a small number of families we have come to know deeply, where the relationship has earned this level of trust.

A Standing Commitment

The annual fee is engaged in full at the outset. It secures a dedicated team, backed by Gallivant's global concierge desk and network, and applies to services throughout the year.

Journeys Worthy of the Name

We design complete bespoke journeys, retreats, and celebrations, typically starting at a target investment of $50,000.


Shaped Around Your Family A single, standing engagement for the whole of your family's travel and lifestyle, carried by a team that knows you.


Signature For families who want to be inspired by the possibilities, with a pair of significant journeys in mind each year, and true expertise and effortless execution behind each one.

W H A T

T H E

E N G A G E M E N T

Account Management

$25,000 a year

An inspiration session to open the year, exploring the possibilities around your goals and future dreams A dedicated travel designer with genuine destination expertise Client portal to elevate your vision and planning experience.

I N C L U D E S

Exclusive Services & Benefits Two bespoke journeys, designed end to end, with seamless VIP logistics and on-journey support Up to 10 hours of Gallivant concierge, complementing the Travel Desk, our hotel booking and event ticket service through the year Preferred-partner privileges at the world's finest hotels Villa and private-residence sourcing; private aviation and yachts Client events and editorial


Advisory The heart of Gallivant. For families with a list of adventures they want to experience and milestones they want to celebrate, whose year holds three to five journeys and several jaunts in between, and who want a dedicated team planning proactively around their lives.

From $50,000 a year

W H A T

T H E

E N G A G E M E N T

I N C L U D E S

Account Management A dedicated advisory team who knows your family, supported by destination experts and specialist partners worldwide An annual visioning and planning session, held in person, engaging your family and distilling near-term and long-term dreams into your Journey Mosaic, activated and evolved through the year Proactive planning and recommendations through the year Semi-annual check-ins, with family profile updates along the way An active client portal, managed and monitored by the team

Exclusive Services & Benefits Three to five bespoke journeys, designed end to end, with seamless VIP logistics and on-journey support Up to 25 hours of Gallivant concierge, the support that makes all the difference in the finer details, alongside priority Travel Desk services for everyday hotel arrangements Preferred-partner privileges at the world's finest hotels Villa and private-residence sourcing; private aviation and yachts Restaurant, event, and cultural access Client events and editorial


Estate For select families seeking planning that seamlessly integrates with their lives, work, and travel. Estate is built on anticipation: a team that holds the whole picture and handles details before you've thought to ask. When time is the one thing that can't be bought, the ultimate luxury is everything already just as you like it.

By Invitation Pricing by conversation Pricing by Conversation

W H A T

T H E

E S T A T E

E N G A G E M E N T

Account Management A dedicated team: senior advisor, travel designer, and concierge An annual planning session, held in person, engaging your family and distilling near-term and long-term dreams into your Journey Mosaic, activated and evolved through the year Proactive planning and recommendations through the year Semi-annual check-ins, calendar reviews, and integration with your family calendar and professional commitments An active client portal, managed and monitored by the team

I N C L U D E S

Exclusive Services & Benefits Unlimited travel design, end to end, with seamless VIP logistics and on-journey support Unlimited lifestyle concierge, within and beyond your journeys Dedicated after-hours service VIP airport assistance, private transfers, and support while you travel Villa and private-residence sourcing; private aviation and yachts Preferred-partner privileges at the world's finest hotels Restaurant, event, and cultural access, including global events Wellness and longevity, woven through how you live


One Relationship. A Lifetime of Moments that Matter.


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