- Legacy Planning Done Right, Vikram Barhat / December 02, 2010
Legacy planning is about passing on what you know. When people plan a legacy, the most important thing they want to bequeath is values and life lessons, not personal assets.
A rich opportunity, therefore, awaits advisors who revisit vision and values in the family, thereby re-establishing and building trust on an inter-generational basis, said Enzo Calamo, CEO, Lugen Family Office Inc ., speaking at the Distinguished Advisor Conference 2010 in Orlando, Florida.
Calamo shared key principles advisors could use in helping families build a dynasty. “We have to rethink what we’re doing when it comes to legacy planning and helping families actually build their family dynasty,” he said. “Only 10% of what advisors do – including estate planning, family planning, tax planning, investment planning – has a direct impact on legacy planning,” he said. Click here to read more…..
- Third Faculty of the Brain Discovered, Marketwire – Oct. 19, 2010
Evidence of a third faculty of the brain, the conative faculty, was announced at a conference for business, education, and government leaders from nine countries and 35 states, hosted by Kolbe Corp.
The conative faculty of the brain triggers purposeful action (conation).
Enzo Calamo of Vancouver, British Columbia, who attended the conference as a Kolbe Certified Consultant, will provide local business leaders, professionals, and educators with innovative methods of assessing and managing this part of the brain. Click here to read more…..
- There’s a new Sandbox in town for Vancouver Gift Planners, Canadian Fundraising and Philanthropy
Gift planners in Vancouver are building a new sandbox for philanthropy. It is the Vancouver Philanthropy Advisors Network, the first Canadian branch of an organization with roots in the United States. Its inaugural luncheon in October 2009 featured a discussion by Chip and Shannon Wilson of lululemon athletica about their philanthropy.
Philanthropic advisors networks began in 2007 in Seattle. The Seattle Philanthropic Advisors Network comprises financial advisors, insurance advisors, wealth managers, lawyers, accountants, and other professionals who advise clients with charitable intent. Denver also launched its PAN in 2007, New York City followed in 2008, and Los Angeles is in the planning stages with its intended launch in the first quarter of 2010.
While the overriding objective of these PANs is to assist advisors to better guide their clients in philanthropic giving, each PAN is being tailored to meet its own community’s needs.
Who’s involved in Vancouver
Enzo Calamo, a professional advisor with a passion for assisting families planning their philanthropy, is the driving force behind bringing PAN to Vancouver. Click here to read more (see page 11)….
- Cambridge Who’s Who – Enzo Calamo’s Profile
- New Level Four Members, Global Information Network, September 2011
Congratulations to the following GIN Members … (see Page 13). Click here to read more..
Our mission is to illuminate the field of family enterprise and facilitate the success of business families for multiple generations with research, education and unparalleled service
Taking care of business means taking care of families
Put business and family together, and you have a powerful mix. In fact, family enterprise forms the backbone of the Canadian economy, with families owning or controlling an estimated 80 per cent of all businesses. But here is the problem few people understand: the fundamental principles applied to most businesses simply do not address the unique issues that confront modern business families—not their distinct business challenges, and certainly not the interpersonal dynamics that families inevitably face.
Founded in 2001 as a first-of-its-kind centre for business families—plus their non-family executives and professional advisors—the Business Families Centre (BFC) is now an unrivalled resource for every issue relevant to the entrepreneurial family, including governance, relationships, advisors, wealth preservation and succession from one generation to the next—whether the business is still active or your family’s goal is to grow and preserve its wealth.
Backed by the reputation and pedigree of one of the preeminent business schools, UBC’s Sauder School of Business, the BFC has grown to become an invaluable resource to the business family community in Canada and internationally. A non-profit organization, the BFC has the generous support of business families and prominent organizations in our community. Click here to read more…
Enzo Calamo is a successful lawyer and businessman in the financial
services industry. His making a difference story is that he read the book
The Ultimate Gift by Jim Stovall and was moved by its message—so much so that
he wondered how more people might be exposed to the philosophy of The
Ultimate Gift to their own benefit and that of our wider society. Click here to read more on page 40.
Gracious Living is about understanding the connection between compassion, stewardship, love, respect, and successful living. The following are some key principles you may want to add to your family philosophy (hopefully they are already there) so you can build a sustainable family dynasty:
1) Focus on what you value before you focus on the value of what you own – Scott Fithian
2) Everything worthwhile in life is created as the result of love and concern for others – Alexander Green
3) Core family values bind us while our differences are superficial nuisances.
Related articles
- Avoiding Estate Plan Failure (lawprofessors.typepad.com)
