The Values Based Family Office for Business Families

Lugen Family Office is a privately-owned family office which provides business families access to our unique Seven Generation Legacy Process through our global network of strategic partners. We act as the most trusted consigliere for our clients, coordinating and managing the complexities of their family businesses, wealth management, legacy planning, and broader family dynamics.

Lugen Family Office serves as the gateway, or a single point of contact, for our clients on most issues related to their personal, family, wealth, and business affairs.

Our Managing Partners and relationship managers are hands-on with each family and business so that we ‘get things done’. With strong emphasis on building a long-lasting relationship with each of our LFO families and businesses, we believe regular communication is essential. And throughout the entire process, Lugen Family Office maintains absolute confidentiality with respect to our clients and their private information.

Our Unique Process

Discovery: Identify and think about the problem

The first phase begins by identifying your mission, vision, values, and goals. This is called the Discovery Phase! Our goal is to reveal and clarify any gaps between your desired destination and your current state.

Creative Options: Think about the solution

The second phase is the Creative Options Phase. In this phase we collaborate with you and your team to determine the best options available to quickly close the planning gaps that have been identified.

Strategy Deployment: Implement the solution

The third phase is the Strategy Deployment Phase. In this phase, you make the final decisions and we implement the solutions specifically designed to close any gaps to accomplish your desired outcomes.

Results Management: Governance

The final phase is the Results Management Phase. In this phase, the objective is to have a plan in place to manage and sustain your desired results while providing you with the confidence and peace of mind that your legacy plan will work over time.

Values Based Estate Planning

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 team, professional advisers, insurance and investment managers. As a consequence, we can provide guidance and recommendations on wealth structuring, business succession, estate planning, risk management, legacy planning, and alternative investment strategies regardless of where your assets are located.

Personal Commitment to Each Project

The real value of Lugen Family Office lies in our personal service and our values and virtues based, holistic approach. Our clients receive individual time and attention from our network of experts from across a variety of disciplines.

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 partners.

Strong Family Values

Our Family Office logo stands for “significance, unity, and integrity.” We believe these core elements are necessary for sustaining a family dynasty over multiple centuries, even as the nature of your 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 Lugen Family Office’s Inner Circle where appropriate. This includes real estate professionals, senior investment bankers, tax lawyers, psychologists, mediators, and some of the world’s most sought-after family business specialists.

Meticulous attention to detail and intellectual prowess is the hallmark of Lugen Family Office. We always look for customized solutions to your particular needs.