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- What We Do

GL#02 BC Lugen Nov11

Our service begins when we are formally invited into a person’s life. Lugen Family Office has created an easy to use platform for our clients to access our inter-disciplinary network PLUS our other personal, family, wealth, legacy, health, and business resources.


Check out our core services below…


1) Family Office Concierge Services

Are you tired of paying high fees to professionals? Are you worried about how trustworthy the advice you are getting is from salespeople? Do you wonder if there is a more cost effective approach to managing your wealth?


These are ONLY some of the services that Lugen Family Office provides our UHNW clients:

a) Private Wealth Management Services;

b) Alternative Investments;

c) Real Estate Coach;

d) Strategic Philanthropy Services;

e) Access to private equity from other Family Offices, Venture Capital firms, Investment Bankers, and Merchant Bankers;

f) Access to leading experts on family and business culture;

g) Social Media Management for wealthy families and successful business enterprises.



Lugen Family Office offers a NEW Concierge Service which revolutionizes the Family Office concept by reducing costs, saving time, and addressing the unique needs of family businesses, executives, Board of Directors, professionals, families, and others….Click here.



2) Business Consigliere – Get a Confidential Second Opinion


Lugen Family Office is the trusted Consigliere to affluent business families. Using our innovative Seven Generation Legacy Process, business families AND family enterprises can now utilize their own private and confidential Consigliere to:


1) build trust between family members and key professionals,

2) improve communication among team members working on a project,

3) gain clarity on important leadership issues, and

4) effectively train the the next generation.


Succession planning, business transition planning, business exit planning, business financing, business expansion, mergers and acquisitions, and leadership advice is now within your reach through Lugen Family Office….Click here.




3) Mastery Training Programs

Lugen Family Office can help you coordinate a successful and productive business Conference, family meeting, executive retreat, or next generation Training Program. Through Lugen Family Office, and our Strategic Network, you can now easily arrange exceptional meetings and training programs on numerous health, wealth, and relationship topics using world class speakers….Click here.



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