By collaborating with Lugen Family Office, you will have access to our unique Seven Generation Planning Process, best of class resources, and a highly respected strategic network that will assist you to preserve and empower your wealth and legacy for generations. Contact us today to learn how Lugen Family Office can help you on your journey from success to significance.
Our value proposition is simple…
- We utilize our proprietary methodology to rapidly expand your personal, family, and business capabilities.
- We share core principles used by our network of UHNW families and multi-generational businesses so that you can duplicate positive results quickly.
- We work with your existing team of advisors, while tapping into the strengths of Lugen Family’s Office network, so that you can save time and money while achieving your goals in a timely, efficient, and effective manner.
- We enhance communication and productivity among your family members, business colleagues, and professionals by discovering, and re-aligning, everyone’s unique abilities so that behaviours are appropriate for achieving your tactical and strategic plans.
- We customize our services and resources to meet your specific family and business needs.
What Does Our Family Office Do?
for UHNW Business Families
Most plans begin and end with numbers. Our family office begins by discovering what is important to you! Lugen Family Office’s network then collaborates to empower your life story in a manner that pursues your most important goals, dreams, and desires. As a result, our next generation Family Office model reduces your costs, saves you time, and address the core needs of you, your family, and your business!
Get a Private and Confidential Second Opinion
Lugen Family Office is the most trusted Consigliere to several ultra high net worth family businesses. Using our innovative Seven Generation Planning Process, family businesses can now build trust, improve communication, gain clarity on important leadership issues, and train the next generation with their own private and confidential Consigliere. Succession planning, business transition planning, business exit planning, business financing, business expansion, mergers and acquisitions, and leadership coaching are now within your reach through Lugen Family Office’s strategic network.
Lugen Family Office HQ - Vancouver, British Columbia
You may have a “private banker” but your own private Family Office provides you with so much more! Tap into a strategic network of Ultra High Net Worth families, hedge funds, money managers, family offices, family businesses, and real estate investment firms today to expand your investments and private equity options.
Lugen Family Office can help you coordinate a successful and productive Conference, family meeting, executive retreat, or Training Program. With access to Lugen Family Office, and our Strategic Network, you can now easily arrange exceptional meetings and training programs on numerous health, wealth, and relationship topics using our world class speakers.
To learn more about our Training Programs, Click here
Benefits of the Lugen Family Office Approach…
Advice is provided with a complete understanding of how specific objectives align with family values
Services are provided to the entire high net-worth family
Our process ensures that all advisors work together in a coordinated manner toward your goals and dreams based upon your core values.
Investments and risk management are managed as part of your True Wealth so that you can preserve and grow your overall family net worth.
Save time and money through a coordinated project management approach that is based upon collaboration with your existing team PLUS access to our Strategic Network where appropriate.