Founder of the Seven Generation Legacy Process
The Seven Generation Legacy Process was created by our CEO, Enzo Calamo. Over the past 20 years, Enzo has worked directly with numerous high net worth families, affluent business owners, spiritual leaders, psychologists, sociologists, neuroscientists, financial advisors, lawyers, accountants, and university professors to figure out how to truly optimize
Enzo believes that trust must be earned, expectations must be managed, proper structures must be established, and collaborative communication adopted in order for families and businesses to capture, preserve, grow, and transfer true wealth over multiple generations. Being a social entrepreneur, and wanting to make a significant difference in the lives of others, Enzo has decided that Lugen Family Office should share some of the core secrets, never revealed before, of the Seven Generation Legacy Process with prospective clients upfront. Test these secrets yourself before even retaining our Family Office as your legacy wealth coach.
At the base of everyone’s life planning is freedom of choice. This allows people to achieve Self-Actualization, as described by Maslow, and to build wealth for Financial Independence. The base of the Legacy Pyramid is based on a P3 model consisting of 1) your most important priorities based on your core values (Time), 2) generating profitable returns from your actions (Treasure), and 3) leading a purpose driven life (Talents).
Once you are able to fulfill your true aspirations in your purpose driven life, preservation and transcendence become important for legacy planning. Family Legacy is about taking care of your loved ones. This phase can be broken down into 4 core processes: 1) Transition Planning, based on a) educating the next generation, b) managing the future of your assets based on the unique abilities of your heirs, and c) making certain that your core personal and family values are passed on; 2) Ownership Planning, based on who will control your assets; 3) Fairness of Assets Distribution between heirs, partners, and other stakeholders (such as debt holders, shareholders, etc.); and 4) Preserving the Family Legacy of your life story, values, and offering guidance to future generations on the replacement of your unique abilities within the family.
The last phase of the Legacy pyramid is how you want to be remembered for making a difference in the world based on the impact of your life, namely your Social Capital Legacy. This last phase of the Legacy Pyramid is based upon who will will control the future of your dreams, assets, and values. Typically this final choice is based upon your legacy being Government Directed versus Self Directed. If proper planning is not done, taxes and Intestate laws will determine the future of your assets. Furthermore, your aspirations for the future of your family and making a lasting difference in the world may be lost due to the lack of a governance structure to manage your Social Capital Legacy. On the other hand, you can choose that your Social Capital Legacy be self-directed. You can lay the foundation for building a positive personal, family, and/or business legacy for generations to come based on your core values
By following the steps below, you will be able to actually experience the initial stages of the Seven Generation Legacy Process – defining what happiness really means to you, identifying your life purpose, and laying the foundation for leaving your positive legacy. Nobody else can live your life for you. You are the director, star, and writer of your own life story! So begin with Step One below now and learn for yourself how these strategies will transform your life. To see the greatest impact, make sure that you encourage other family members, or business colleagues, to go through these steps with you.
Let`s begin your journey now. We recommend that you sequentially follow, and complete, each step before moving on to the next section.