How To Build a Positive and Sustainable Legacy AND Empower Your Family Dynasty

Welcome to Lugen Family Office, your strategic partner in moving from success to significance.

In a rapidly changing world, where human knowledge is doubling approximately every 12 months, it is vital that you have the best resources available at your fingertips to make wise decisions. According to IBM, the build out of the "internet of things" will lead to the doubling of knowledge even faster - every 12 hours.

The best place to begin our journey together is for you to learn more about our family office by exploring our services and our gold award curated content.

By collaborating with Lugen Family Office, you will align your family and business with the most innovative values based family office in the world. Gain access today to our unique Seven Generation Legacy Process, best of class resources, and our private eco-system of highly respected strategic partners to fulfill your life purpose and leave a positive legacy. 

"LFO", as we are affectionately known, ​can help you make a difference for generations to come. 

To Learn How Our Private Family Offices Services Are The Right Fit For You, Your Family, And Your Business, click here.

Enzo CalamoFounder of Lugen Family Office

The role of a family office is to harness the true wealth of a family over multiple generations.  A sustainable family office does not just manage capital but aligns the family's interests with the greater good.  Create your own private family office today and empower the unique abilities of each family member to fulfill their own life purpose.   

Why Use A Family Office?

Preventing "Shirtsleeves to shirtsleeves in three generations"

You may have heard the old proverb, “Shirtsleeves to shirtsleeves in three generations." What you may not know is that this trend is a global phenomenon.  In Japan, the expression goes, "Rice paddies to rice paddies in three generations." In Italy it is, "From the Stables to the Stars to the Stables." The Scottish say, "The father buys, the son builds, the grandchild sells, and his son begs." In Spain, the expression is "Those that don't have it make it, those who have it lose it." In Brazil, the saying goes, "Rich Father, Noble Son, Poor Grandson." In China, "Wealth never survives three generations." 

Perhaps the most quoted statistic in the world of family business is this one: 30% of family businesses make it through the second generation, 10-15% make it to the third and 3-5% make it to the fourth generation. Are you really willing to let your family become part of this dismal statistic?

Born Rich: The Children of the Insanely Wealthy

Our Value Proposition Is Simple:

  1. We utilize a proprietary process to rapidly expand your personal, family, and business vision and capabilities.
  2. We share with you core principles utilized within our network of UHNW families and multi-generational businesses so that you can easily duplicate positive results quickly.
  3. We work with your existing team of advisors, while tapping into the strengths of Lugen Family Office’s network, so that you can save time and money while achieving your goals in a timely, efficient, and effective manner.
  4. 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.
  5. We customize our services and resources to meet your specific family and business needs.
Robert DeNiroActor 

When a parent dies, it's the end. I always wanted to chronicle the family history with my mother. She was always interested in that. I wanted some researchers I'd work with to talk to my mother, but my mother was a little antsy about it. I know she would've gotten  into it. It would have been ok with my father too. But I wasn't forceful, and I didn't make it happen. That is one regret I have. I didn't get as much of the family history as I could have for the kids.

What is a family office?

Legacy Planning

Happy family looking at Grandparents giving a gift to their grandson

There is not just one definition of a family office. A family office can be a single-family office, a multi-family office, or even a virtual family office. A single-family office typically supports only one family while a multi-family office supports at least two families. At Lugen Family Office, we realize that each family and business is unique! Therefore, we offer several customized family office solutions to meet your specific needs. Some examples of how Lugen Family Office can assist your family and business are described below.

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  • Founder's Family Office
  • InterGenerational Family Office
  • Business Family Office
  • Multi Family Office

Become part of our private and confidential Multi Family Office

Typically For HNW families worth $20 million plus, or successful businesses with an EBITDA of $2 million plus, that care about leaving a legacy.

The Benefits That We Provide:

Lugen Family Office is the ideal solution for HNW families, and successful businesses, who desire the benefit of having their own family office without the overhead of building and managing a family office. To simplify our collaboration, LFO will work with you on a per project basis once retained. You will:

  • Have access to our private eco-system of experts that specialize in your area of wants and needs
  • Gain confidence that your time, talents, and treasures are making a difference

Fees: Our fees are customized to meet your specific projects. For budgeting purposes, your investment to be part of our multi family office typically starts at $15,000 USD per quarter.

Special Offer To Non Canadian or Non US Family Offices - Retain Lugen Family Office To Be Your North American Family Office Outpost. Expand Your Family Office Into Canada And The USA Today With A Trusted Partner!

How Do You Engage Lugen Family Office?

  • Tell us your story and your desired results.  Everything that you discuss with Lugen Family Office will be private and confidential.
  • Whatever projects that we agree to work on together will be clearly identified in our Engagement Agreement as a Priority Project.
  • Establish your own family office through LFO
Lao TzuFather of Taoism

The journey of a thousand miles begins with one step. 

Lugen Family Office

At Lugen Family Office, we understand that collaboration requires strong relationships. In order for your family office to be successful, the following core principles are the foundation of our work together:

1) Honesty about the known facts

2) Open Communication between approved parties on a per project basis

3) Respect of all parties involved in achieving your outcomes

4) Willingness to listen to others’ opinions

5) All final decisions with be made by you alone

Benefits of the Lugen Family Office Approach…

  • Advice is provided with an understanding of how specific objectives align with your family values
  • Services are offered to your entire ultra 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 treated as an integral component 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 our unique collaboration model.
Andrew CarnegieIndustrialist and Philanthropist

No person will make a great business who wants to do it all himself or get all the credit.