Why Collaborate with Our Family Office?
Lugen Family Office provides a unique process, best of class resources, and a highly respected strategic network to preserve the wealth and legacies of business families for generations. Our family office collaborates with affluent families, successful businesses, other family offices, financial institutions, and trusted advisors to assist Business Families on their journey from success to significance.
Our value proposition is simple…
- We utilize our proprietary methodology to rapidly expand your capabilities, productivity, and profitability.
- We share core principles used by affluent families and profitable businesses so that productive and profitable results can be quickly duplicated.
- 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 quickly and effectively.
- We enhance communication and productivity among your family members, and business colleagues, by discovering and re-aligning unique abilities and appropriate behaviours to the tactical and strategic plans to achieve your goals and dreams.
- We customize our services and resources to meet your specific family and business needs.
Commercial Real Estate demands a high level of understanding of local market conditions when it comes to buying multi-million dollar properties. You may have a “private banker” but now you can use Lugen Family Office, and our strategic real estate experts, as your private and confidential real estate consultants. Lugen Family Office works primarily with investors, such as Ultra High Net Worth families, hedge funds, money managers, and real estate investment firms to purchase prime commercial real estate.
Some Current Opportunities
1) FOR YOUR COMMERCIAL REAL ESTATE NEEDS in the United States, Lugen Family Office has formed a strategic partnership with ReMax Commercial Las Vegas.
To learn more, click here or
2) Lugen Family Office, through its strategic network, can assist you with FINANCING YOUR COMMERCIAL REAL ESTATE in Greater Vancouver and throughout the United States. Lending can be up to 75% of the property value, depending on underwriting requirements. Loans are available up to $10 million dollars Canadian for Greater Vancouver deals AND from $1 million to hundreds of million US for qualified Lugen Family Office clients with United States deals. Lending sources range from private investors to local banks, life insurance companies, and hedge funds.
3) Lugen Family Office, through its strategic network, provides you with ACCESS TO Billions of OFF MARKET COMMERCIAL PROPERTIES at a substantial discount.
Lugen Family Office WILL require confidentiality agreements signed PLUS Proof of Funds prior to viewing any of our prime commercial real estate properties.
Most plans begin and end with numbers. Our family office begins by discovering what is important to you and then creating a plan that effectively empowers your life story in a manner that works towards your most important goals, dreams, and desires. As a result, we have enhanced the typical Family Office concept by using our unique process, and strategic network, to reduce your costs, save time, and address the unique needs of you, your family, and your business…..
To learn more, Click Here
Some Current Opportunities
Depending on the amount of funds needed, Lugen Family Office can serve you by 1) making introductions to key venture capitalists and private equity investors who invest in your marketplace, or 2) one of our clients may act as a direct investor. Lugen Family Office focuses its capital raising and investing efforts on established businesses looking to expand their operations.
Lugen Family Office, through its strategic network, offers a wide array of “Customized Aviation Solutions” for both business and commercial aviation.
Unlike aircraft brokers, our strategic network offers a multitude of aviation solutions through our (ATIS) 4 step program which involves: Application / Telephone Consultation / Insight Development / Solution.
Lugen Family Office was an early adopter of social media and is a world leader in content aggregation for topics relevant to business families. We can assist you in developing a strategic social media campaign for platforms such as Twitter, Facebook, YouTube, WordPress, etc. to achieve your marketing goals. Our services include consulting, content creation, and social profile management.
Get a Private and Confidential Second Opinion
Lugen Family Office is the most trusted Consigliere to several affluent 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….Click here.
Some Current Opportunities
“This is what The Millionaire Next Door should have been but wasn’t. The Tycoon Playbook course shows in practical detail how entrepreneurs and small business owners can build true lasting wealth for themselves and their families.”
– Brad Wong
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.
Take a moment to ask yourself how your future WILL exponentially improve as you learn these high value skills from the lives of Billionaires, Centi-Millionaires, and the Best Business Minds in history!
Life always rewards those who invest in improving their game while punishing those who don’t.
2) FAMILY BUSINESS FACILITATION
What’s In Your Exit Plan?™
Tom Deans’ high-impact 3-hour boardroom session is guaranteed to get families talking about how, when and to whom their business will be transferred. Trusted advisors know that unlike wine, these issues, when left unaddressed, seldom get better with time.
Tom is not a family business consultant and by design limits his interaction with a business owner and family to one 3-hour session. This proven approach fits well with a business owner’s time constraints and fosters a sense of urgency about dealing directly with exit planning issues. Tom requires that each facilitation session be attended by at least one of Lugen Family Office’s trusted advisors.
The facilitation focuses on eliciting answers to the 12 questions aimed at protecting family business wealth revealed in Tom’s international best-selling book, Every Family’s Business. The answers form a family blueprint that will assist a controlling shareholder with his or her exit from the business.
Retirements Are Expected To Be Longer and More Expensive
Business owners need help now with the last and most important deal of their lives – their exit.
It is strongly recommended that each participant read (or listen to the audiobook) of Every Family’s Business prior to attending the facilitation meeting.
This must-experience exit-planning facilitation is guaranteed to leave a lasting impression on participants and to equip them to take concrete steps to work with their advisors to transition the business and protect generational wealth and family relationships.
Bookings are typically made 3–6 months in advance of the facilitation and are scheduled on a first-come, first-served basis.
Book Tom today through Lugen Family Office or our strategic network, including:
- Wealth management advisors
– Family business consultants
– Business valuators
– Insurance professionals
– Private equity firms
– Investment bankers
Vancouver, British Columbia
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, Click here
Some Current Opportunities
Lugen Family Office and The Heritage Institute are collaborating to bring to our clients and network the exceptional Training Academies for all types of professionals involved with legacy planning, philanthropy, and affluent families.
“It seems ironic that, with trillions of dollars at stake, advisors are not trained in the intricacies of wealth transfer to assist their clients in making better decisions beyond tax-related matters. Advisor firms that solve this predicament for their clients, presenting solutions in an integrated and holistic manner with a well-defined process, will be the big winners….” WORTH Magazine
Financial Advisors, Professionals, Insurance Specialists, Trust Officers, Bankers, Lawyers, Accountants, and other professionals often need a personal and confidential Strategy Coach to discuss ideas and resources to guide them to successfully implement their goals. Now, for a limited time only, you can get our amazing Consigliere program from leading experts for less than $10 per day.
3) BOOK TOM DEANS, Intergenerational Wealth Coach, Business Coach, and LFO 2013 Speaker of the Year Award Winner
Lugen Family Office and Tom Deans have partnered to provide exceptional training to entrepreneurs, franchise owners, established family businesses, financial service providers, professional firms, associations, and next generation heirs. Thomas Deans Ph.D., the president of Détente Financial Corp, is Lugen Family Office’s training partner to provide leading edge family business wealth strategies to our clients through seminars sponsored by Lugen Family Office’s professional network and financial service providers.
By combining humour and his experience as a President of a multinational family corporation, Tom has shown thousands of people how simple it is for family businesses to succeed at generating and protecting their hard earned wealth.
In addition to being President of a large family business for almost a decade, Tom has worked in banking, government relations, been President of a railway, holds patents, and has chaired a federal government committee on tax credits. His varied career is reflected in his fresh approach to family business. His best selling books, Every Family’s Business and Willing Wisdom, are a must read for every family business.
Three generations of Tom’s family have founded, operated and sold their private and publicly traded companies for a combined value exceeding $100 million. This “start” and “sell” approach has profoundly shaped his unique view of family businesses.
Tom has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times. A frequent guest on CBC, MoneyLine and BNN, Deans is a highly sought after international public speaker on succession planning, wealth management, and philanthropic giving. Tom lives in the Hockley Valley, Ontario with his wife Laurie, daughter Jordan, son Nathan and three dogs.
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 or successful business
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 and access to our Strategic Network where appropriate.