There’s a reason that even world class athletes have coaches: juggling your passion for what you love to do with life’s responsibilities is tough work! Lugen Family Office is your strategic partner.
Lugen Family Office, and our Strategic Network, help individuals, families, and businesses to move from success to significance by:
Getting You Started: Through our Discovery process, you will clarify, prioritize, and structure a game plan to close any gaps between where you are and where you want to be. We believe that you should think big. However, in the short term, it is critical that your goals be challenging but achievable.
Getting You Motivated: We keep you focused on your plan and keep you accountable.
Staying Healthy with Peace of Mind: Lugen Family Office works with you and your network, while simultaneously allowing you to tap into the appropriate members of our Strategic Network, to help you build a customized team around you that will efficiently, and effectively, move you towards your dreams while minimizing your risks.
Regardless of your starting point with us, come see and feel the difference that a personal relationship with Lugen Family Office can make in your life.
1) Advisor to Ultra-Wealthy Families, Their Advisors, & Family Offices
We work with ultra-wealthy families by being a private and confidential consigliere for life planning, succession planning, estate planning, next generation training, and investing and protecting their assets. Most of our direct work is focussed on the needs of multi-millionaires and billionaires due to our exponential capabilities provided by our strong relationships, and trust, with our Strategic Network.
MEET SOME OF OUR STRATEGIC NETWORK
Allison Maher and Tom Sorge
Family Wealth Coach serves as a strategic resource for you, your family and your advisory team. We counsel families of affluence and their interests, including entrepreneurs, family offices, private businesses and private foundations. In many cases our clients employ excellent professional resources. But in the absence of a unifying strategy that harnesses the full capacity of those professionals, it is surprisingly easy for wealth to erode, or be exposed to undue and unnecessary risk. At Family Wealth Coach, we help our clients create and execute a strategy of clarity.
The results are powerful. When having a clear perspective which takes precedence, families are able to develop a plan that accomplishes three core goals:
1. Maintain sufficient resources to protect financial security and lifestyle
2. Allow families to transfer what they have, to whom they want, when they want, and the way they want
3. Distribute their social capital in a manner consistent with their personal values.
Certified Financial Planner
Member of the Society of Trust and Estate Practitioners
Legacy Wealth Coach Network
Bachelor of Commerce Degree, University of Calgary
Institute of Chartered Accountants’ In-Depth Tax Course
Canadian Securities Institute’s Canadian Investment Management Course
2009 Avenue Magazine Top 40 Under 40
|Chartered Life Underwriter
Chartered Financial Consultant
Certified Financial Planner
Certified Family Facilitator (CAFE)
Member of The Society of Trust and Estate Practitioners
Member of London Life’s Wealth and Estate Planning Group
Legacy Wealth Coach Network
Past President of Advocis, Calgary
“After several years working as a wealth advisor, I began to notice an emerging pattern in my clients. Despite the fact that most of the people and families I work with are wealthy by most standards, they were finding themselves trapped by their fears and beliefs about money. Although they weren’t limited by the usual concerns about money, they had many excuses, mostly financial, as to why they couldn’t live their dreams. Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.”
Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.
Before becoming the co-founder and Managing Director of Veritage, Franco gained over twenty years experience advising and consulting on the psychology of money and in assisting families on how it relates to their circumstances. His career started as a financial advisor in Western Canada prior to evolving into a full time consultant. He is the author of three books: Life after Wealth®: When is Enough, Enough?, Money Motto®: The Path to Authentic Wealth® and Great White Elephant: Why Rich Kids Hate their Parents!TM.
Franco has spoken to CICA (the Canadian Institute of Chartered Accountants) on succession planning, The Family Office Association, CAFÉ (The Canadian Association of Family Enterprise), YPO (Young Presidents Organization) and Vistage (an organization serving the needs of CEOs around the world). He has appeared as a guest speaker on national television on BNN’s “Money Talks” and Global Television’s “The Morning Show”.
Franco is considered to be a leading expert on the issues of the psychology of money, and how it affects family interaction and wealth legacy. He continues to be quoted and has written articles for various magazines and newspapers.
Alan Pratt, CEP, CAP is a family legacy advisor specializing in philanthropy and family wealth preservation. He brings a unique blend of personal experience and technical knowledge to the estate planning process. Alan helps families understand, in plain English, their options for preserving wealth in a way that honors their underlying values. Alan’s company, Pratt Legacy Advisors practices a unique form of estate planning that goes far beyond strategic wealth distribution. Alan believes that a meaningful estate plan comes from knowing your values, living your values, and planning from your values. His firm has created Legacy Planning from the Heart™, a process to help you integrate your life experiences with your estate plan, while maintaining ongoing communication within your family. He holds trust, listening, and life-long relationships as core values in everything he undertakes and shares from his own personal experiences.
Alan is in demand as a speaker at regional, national, and international conferences dealing with family relationships, wealth preservation, and stewardship. He is recognized as a leader in Advanced Life Insurance designs, which is often used as a strategy to responsibly transition family wealth.
He earned his Chartered Advisor in Philanthropy designation in 2006 and is a Past President of The International Association of Advisors in Philanthropy (AIP). In 2007, he became a founding member of the Seattle Philanthropic Advisors Network (SPAN) and currently serves on the Board as Vice President. He is an active member of the National Institute of Certified Estate Planners, Washington Planned Giving Council, and the Seattle Chapter of the National Association of Insurance and Financial Advisors. Alan serves on the Advisory Board of the Chief Seattle Council–Boy Scouts of America and the Seattle Christian Community Foundation. Alan and his wife, Helen, were married in 1984 and have 3 children.
Your Family Enterprise supports families who share ownership of assets by managing a process that integrates family learning with the development of polices, practices, skills and structures found in healthy family organisations.
Ruth Steverlynck is by far the best relationship expert when it comes to family businesses that I have worked with over the years. Her understanding of family dynamics, governance, business succession planning, next generation training, and legacy planning are exceptional. As Ruth is a personal friend as well, I can honestly say that she is knowledgeable, caring, and trustworthy as a Family Enterprise Advisor.
2) Luxury Homes and Commercial Real Estate Consultants
Lugen Family Office has a strategic network of talented researchers and analysts to study the real estate industry. You may have a “private banker” but now you can use Lugen Family Office, and our Strategic Network, as your “personal real estate consultants”. Lugen Family Office works exclusively with private Ultra High Net Worth investors, top realtors, mortgage brokers, hedge funds, and real estate investment firms to collaborate with you to meet all your luxury and commercial real estate needs.
MEET SOME OF OUR STRATEGIC NETWORK
ReMax Commercial Las Vegas
Lugen Family Office has strategically aligned with RE/MAX Commercial, Las Vegas, and Joe Spoletini, to gain access for our clients to leading commercial, multi-residential, and industrial real estate opportunities in the United States and around the world.
RE/MAX Commercial is a sales leader in the commercial/investment arena. Whatever the property, whatever the transaction, RE/MAX delivers a level of awareness, trust and confidence that competitors simply can’t match.
RE/MAX Commercial: Did You Know? 3.0
Anthony (Tony) Castrignano,
Sky Mesa Realty and Capital
Sky Mesa Capital, a strategic partner of Lugen Family Office, can assist you with your financing needs for a luxury home or various types of Commercial Real Estate Investments throughout the United States. Lending can be up to 75% of the property value, depending on underwriting requirements, and loans are available from $1 million to $100 million plus for qualified Lugen Family Office clients. Lending sources range from private investors to local banks, life insurance companies, and hedge funds.
Lugen Family Office, along with Sky Mesa, can also assist you in the commercial property management of Commercial Real Estate in the Las Vegas area.
3) Thought Leadership
Lugen Family Office is a world leader in providing best of class resources and content aggregation on Social Media for the ultra high net worth. Our Linkedin Groups, Building a Family Business Dynasty and The International Association of Advisors in Philanthropy, rank in the to 1% of all groups in the world in their respective categories of Family Business and Philanthropy.
MEET SOME OF OUR STRATEGIC NETWORK
Dr. Paul Schervish
Paul G. Schervish is Professor of Sociology and Director of the Center on Wealth and Philanthropy (CWP) at Boston College. Schervish served as a Fulbright Scholar for the 2000-2001 academic year at University College Cork in the area of research on philanthropy. For the 1999-2000 academic year he was appointed Distinguished Visiting Professor at the Indiana University Center on Philanthropy. He has been selected five times to the NonProfit Times annual “Power and Influence Top 50,” a list which acknowledges the most effective leaders in the non-profit world.
He received a bachelor’s degree in classical and comparative literature from the University of Detroit, a Masters in sociology from Northwestern University, a Masters of Divinity Degree from the Jesuit School of Theology at Berkeley, and a Ph.D. in Sociology from the University of Wisconsin, Madison.
Schervish directed the “Study on Wealth and Philanthropy,” an examination of the strategies of living and giving among 130 millionaires, and the study, “The Contradictions of Christmas: Troubles and Traditions in Culture, Home, and Heart.” With Mary A. O’Herlihy, and John J. Havens, Schervish produced the 2001 High-Tech Donors Study, which interviewed high tech executives to get to the heart of the “new philanthropy.” In 2000, Schervish and Havens, in conjunction with Bankers Trust Private Banking, published the Bankers Trust Survey on Wealth with Responsibility, a study of wealth holders with net worth in excess of $5 million regarding their charitable giving and volunteering, attitudes about social issues, socially responsible investing, trust and estate planning, and the transfer of values to heirs. In 1999, Schervish and Havens released the report, Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy, which estimates the wealth transfer over the next half century to be between $41 trillion and $136 trillion. He helped to find the Wealth & Giving Forum, a peer-centered endeavor to deepen the philanthropic engagement of the nation’s 7000 wealthiest families. Current activities include developing and training fundraising and financial professionals in the use of a discernment methodology based on Ignatian principles for guiding wealth holders through a self-reflective process of decision-making about their finances and philanthropy. With support from North Dakota’s Impact Foundation, Havens and Schervish completely revised their wealth transfer model which is to be released in 2012 in the report, Great Expectations: A New Model and Metric for the Continuing Wealth Transfer. Over the past twenty-five years, CWP has received generous support from the T.B. Murphy Foundation Charitable Trust, the W. K. Kellogg Foundation, the Lilly Endowment Inc., the John Templeton Foundation, the Impact Foundation, the Bill and Melinda Gates Foundation, the Boston Foundation, and the Wieler Family Foundation.
Schervish has published in the areas of philanthropy, the sociology of money, the sociology of wealth, labor markets, unemployment, biographical narrative, and sociology of religion. He presented the 2008 Annual Lecture for the Lake Family Institute on Faith and Giving which is published as “Receiving & Giving as Spiritual Exercise: The Spirituality of Care in Soul, Relationship, and Community.” Schervish is the editor of and contributor to Wealth in Western Thought: The Case for and against Riches (Praeger, 1994). He is principal editor ofCare and Community in Modern Society (Jossey-Bass, 1995) and the principal author ofTaking Giving Seriously (Indiana University Center on Philanthropy, 1993) and of Gospels of Wealth: How the Rich Portray their Lives (Praeger, 1994). His most recent book, co-authored with Keith Whitaker, is Wealth and the Will of God: Discerning the Use of Riches in the Service of Ultimate Purpose (Indiana University Press, 2010). He is completing work on Aristotle’s Legacy: The Moral Biography of Wealth and the New Physics of Philanthropy.
Schervish serves regularly as a speaker and consultant on how to surface and analyze the moral biographies of wealth holders, on the motivations for charitable giving, on the demographic patterns of wealth and charitable giving, on donor-centered discernment approach to fundraising, and on the financial spirituality and dynamics of financial morality, including working with parents about “how much is enough” to provide for heirs.
Dr. Bill Demarco
Dr. Bill DeMarco is a Leadership & Culture Scholar, Executive Coach-Educator, and Business Executive expert in enhancing individual and organizational high performance. He is internationally recognized for his innovative use of culture and leadership technologies that focus on mandates, enhance performance, and improve results.
During the past thirty years, thousands of professionals at all levels have attended leadership programs Bill has authored/co-authored. A small sample of the companies he has served at individual / organizational levels include Apotex, Bank of America, Bank Indonesia, BP, Chemical Bank, CN Rail, Dupont, Equitable, FMC, General Motors, Met Life, Nokia, Panasonic, Royal Bank of Canada, SAP, SIAC (NYSE), Stelco, TD Bank, and Watson Wyatt.
Cultural Historian – Harvard University
Senior Consultant, Executive Development Programs – Forum Corporation
Senior Vice-President & Director, U.S. Executive Development Practice – Hay Group
Senior Vice-President & Managing Director, N.A. & Asia Pacific Organizational Effectiveness Practice – Alexander Consulting Group
Sessional Professor, DeGroote School of Business (McMaster University)
Associate Professor – University of Guelph
Founding Research Director, Centre for Studies in Leadership (CSL) – University of Guelph
Founding Editor -CSL Leadership Review
Academic Coordinator, MA-Leadership Program – University of Guelph
Academic Coordinator, Certificate in Leadership – University of Guelph
Visiting Fellow, Australian Defence Force Academy – University of New South Wales
A 2010 graduate of his Certificate in Leadership, a hybrid leadership theory & coaching program, described it as a “life changing experience that helped me define who I am as a leader and who I will be.” Life’sBigQuestion.com carries on in the same tradition!
Dr. DeMarco holds Ph.D., MA, M.Ed., and BA degrees.
4) Workshops and Conferences
In addition to our significant web presence, Lugen Family Office, and its Strategic Network, act as trainers to the next generation, and professionals, of ultra high net worth families.
MEET SOME OF OUR STRATEGIC NETWORK
Evelyn Jacks is the Founder and President of the Knowledge Bureau, Canada’s leading financial publisher and educator in the tax and financial services. She is a prolific and best-selling author of 48 personal tax and wealth management books, and a multiple-award-winning entrepreneur.
Evelyn was recently named one of Canada’s Top 25 Women of Influence. A member of the Federal Task Force on Financial Literacy, and provincially, the Lower Tax Commission, Evelyn is a highly respected financial commentator.
She writes in numerous regional and national publications and websites, including the Toronto Star and the Toronto Stock Exchange, and appears regularly on CBC Newsworld, BNN, and provincial television and radio stations across Canada.
Evelyn has previously been awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award, recognized internationally with a Business Leadership Award by the Canadian Embassy and Business Women’s Network in Washington, D.C. She has twice been recognized as Manitoba’s Woman Entrepreneur of the Year, and the YM-YWCA “Business Woman of the Year.