Erben Associates Team Retreat in Big Sky, Montana

The Erben Associates team recently returned from a company retreat in Big Sky, Montana, where team members had time to step away from the day-to-day and reconnect outside the office.

The retreat brought together members of the Erben Associates team, along with some of their significant others, for a few days of horseback riding, golf, hiking, games, shared meals, and time in the mountains.

For a firm whose work is centered on trust, long-term relationships, and thoughtful planning, time together matters. The same care that supports client relationships also shapes the way the team works with one another. A retreat like this creates space to strengthen those relationships, celebrate the people behind the work, and enjoy the kind of memories that carry forward long after the trip ends.

Erben Associates is grateful for the opportunity to gather in such a beautiful setting and for the team members, families, and shared experiences that made the retreat so meaningful. A special thank you to Jim Erben for making the trip possible and for continuing to invest in the people and culture behind the firm’s work.

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About Erben Associates

Erben Associates is a specialized planning firm focused on helping business owners, high-net-worth individuals, and families navigate the intersection of business value, personal wealth, succession, and legacy. For over 30 years, the firm has helped clients bring clarity and coordination to complex planning decisions through a relationship-driven approach that integrates existing advisors and specialized expertise when needed. Through its proprietary planning process, Erben Associates helps clients make informed decisions designed to support long-term continuity, financial confidence, and lasting impact. To learn more, contact Erben Associates.