Why Collaborate with Lugen Family Office?


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By collaborating with Lugen Family Office, you will have access to our unique Seven Generation Legacy 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…

 

  1. We utilize our proprietary methodology to rapidly expand your personal, family, and business capabilities.
  2. We share core principles utilized within our network of UHNW families and multi-generational businesses so that you can 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.

 

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What Does Our Family Office Do?

 

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Family Office Concierge Services

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 with you, and your team, to empower your life story in a manner that pursues your most important goals, dreams, and desires. As a result, our innovative and holistic Family Office model reduces your costs, saves you time, and address the core needs of you, your family, and your business!

To learn more about our Family Office Concierge Services, Click Here

 

 

 

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Family Business Consigliere

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 Legacy 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.

 

 

To learn more about our Consigliere Services, Click here.

 

 

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Vancouver-Skyline Lugen Family Office HQ – Vancouver, British Columbia, Canada

 

 

 

 

commercial real estateAlternative Investments and Private Equity Consultants

 


You may have a “private banker” but your own private Family Office provides you with so much more! Tap into our strategic network of
 Ultra High Net Worth families, investment bankers, hedge funds, money managers, family offices, private equity firms, family businesses, and real estate investment firms today to expand your investments and private equity options.

 

 

To learn more about our Private Wealth Management Services, Click here.

 

 

To learn more about our Real Estate Coaching Services, Click here.

 

 

To learn more about our Alternative Investments Programs, Click here.

 

 

To learn more about our Private Equity Services, Click here.

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 Mastery Training Courses in Wealth, Business, and Building Sustainable Legacies

 

 

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.

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Suite 880, 505 Burrard St., Box 43, Vancouver, BC, V7X 1M4
1-866-605-8885
Monday to Thursday: 9 am to 4 pm

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

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Lugen Family Office Proudly Supports AIP

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"AIP is the leading philanthropic organization in the world for inspiring collaboration among professionals. I am proud to be a member and to have so many like minded friends on my life journey."

Enzo Calamo,
AIP Ambassador, Past President

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Inspired by the United Nations endorsed "Age-Friendly City" initiative, Age-Friendly Business is committed to building upon this noble foundation by inviting businesses to learn how to provide a more respectful and age-relevant customer experience for the age 50+.

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