The Values Based Family Office for
Lugen Family Office is a values based Family Office that helps empower business family dynasties. We collaborate with affluent families and successful businesses to help them move from success to significance.
Our Unique Process…
Shaping wealth for generations involves a unique approach and a different way of thinking.
We always begin with an investment of time with each client, their family, and their trusted network, to gain a complete understanding of each client’s needs and objectives.
To shape wealth effectively requires great confidence and experience. We draw on the heritage of our significant business families, plus our strategic network, to guide you in taking a long-term perspective of your family’s wealth across many generations.
We commit to each project as if it were our very own. This enables Lugen Family Office to provide exceptional service, build productive relationships, and stay involved for the long term. All of these factors contribute to the process of successfully shaping wealth. Our four step process is described below!
Discovery: Identify and think about the problem
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision, mission, and goals to gain clarity around the current planning gaps.
Creative Solutions: Think about the solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
Strategy Deployment: Implement the solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close any gaps necessary to accomplish your goals.
Results Management: Manage the results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing you the confidence that your plan will work over time.
Lugen Family Office is your strategic partner in bringing together world class experts, tacticians, and strategists, along with other appropriate resources, to inspire you to live your life with passion, productivity, profitability, and purpose.
Lugen Family Office’s Core Values
Independent and Objective Advice
As an independent family office, Lugen Family Office is free to look objectively at the best options for our clients. Our recommendations are based on unbiased analysis of opportunities, risks, and each individual’s circumstances.
Because we have no proprietary products of our own to promote, we are free to put forward the most appropriate solutions.
Unlike many of our peers, we are free to work with our clients’ existing advisers and investment managers. As a consequence, we can provide guidance and recommendations on wealth structuring, risk management, and alternative investment strategies regardless of where your assets are managed.
Personal Commitment to Each Project
The real value of Lugen Family Office lies in our personal service. Our clients receive individual time and attention from specialists and experts across a range of fields.
Our emphasis is helping you achieve your dreams and goals by prioritizing each relevant next step. We treat every project as if it was our own. As we are helping you build a dynasty, we only work with a highly respected and sustainable strategic network.
Strong Family Values
Our Family Office logo declares “significance, unity, and integrity.” We believe these core elements are a necessity for sustaining a family over centuries, even as the nature of a family or business may change.
Being a family business ourselves, we understand the sensitivities that surround family businesses, family governance and succession planning.
We know the key issues that need to be addressed so we collaborate with you to plan for future generations.
Enhanced Intellectual Capital Through Collaboration
Each of our clients has access to the unique knowledge and experience of the entire Lugen Family Office network where appropriate. This includes real estate professionals, senior investment bankers, tax lawyers, and some of the world’s most sought-after family business specialists.
Meticulous attention to detail and intellectual prowess is hallmark of Lugen Family Office. We never cut corners or serve prefabricated solutions.
The Legacy Pyramid…
The foundation of our wealth pyramid is “Financial Independence”. This is how much money you need for your own peace of mind so that you, and your loved ones, can do whatever you want, whenever you want, however you want, while living your dreams and fulfilling your life purpose.
“Family Legacy”, the second level, is what you want to do for your family, or loved ones, while you are alive and through your estate.
The top level is your “Social Capital Legacy”, what you want to do for others to make the world a better place.
Therefore, it is critical to put first things first. By understanding your values and your dreams, we help you design your life so that Financial Independence is achievable. Then the question becomes how do you want to allocate your remaining resources, either while alive or at death, between enhancing family lifestyle, protecting your family’s future, and helping others to make a difference in the world. By collaborating with Lugen Family Office, you now have a strategic partner to guide you through these important life issues in a respectful and trustworthy manner.
Our collaboration begins when we are formally invited into a person’s life. Lugen Family Office, and its strategic network, help individuals, families, professionals, and businesses take advantage of their most important opportunities while reducing, or eliminating, their associated risks. Our proprietary Seven Generation Planning Process creates positive results that builds confidence for our clients and their professionals.
What is the Seven Generation Legacy Process?
In today’s society, it is common to think that estate planning, or succession planning, are the best way to protect your financial wealth for future generations. However, as Thich Nhat Hanh reminds us:
“If you look deeply into the palm of your hand, you will see your parents and all generations of your ancestors. All of them are alive in this moment. Each is present in your body. You are the continuation of each of these people.”
With the Seven Generation Legacy Process, our goal is to help you take a long term perspective of at least 150 years. Obviously, the chance of you, or any of your immediate family members, surviving this full cycle are slim. Consequently, this forces our clients to plant the seeds for success and significance today for future generations.
The best way to visualize the Seven Generation Planning Process is as follows…