Call today for further information866-605-8885
 

Join our Email List!

Receive:
 

unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

unHeritage

“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

To learn more, click here

 

Categories

 

Center for Family Conversations

home-1b

The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

To learn more, click here....

 

THE TYCOON PLAYBOOK – How Business Empires Are Built

tumblr_m9i9slrFnP1qj1u29

The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

To learn more, click here

 

RSS Reuters: Business News

  • Oil pares gains after early jump to $63 December 18, 2014
    LONDON (Reuters) - Brent crude pared early gains on Thursday to trade back below $62 a barrel, giving up much of a 3 percent spike in London as traders assessed whether a price rout is done.
  • Two Wells Fargo units to pay $1.5 million for anti-money laundering lapses: FINRA December 18, 2014
    (Reuters) - Two brokerage units of Wells Fargo & Co must pay a joint $1.5 million fine for failing to comply with anti-money laundering regulations by not verifying 220,000 new accounts during a nine-year period, the Financial Industry Regulatory Authority (FINRA) said on Thursday.
  • Brazil Congress' Petrobras probe urges charges against 52 people December 18, 2014
    RIO DE JANEIRO (Reuters) - A Brazilian congressional investigative committee issued its final report on alleged corruption at state-run oil company Petroleo Brasileiro SA on Thursday with a recommendation that prosecutors file charges against 52 people.
  • Wall Street climbs on oil boost in wake of Fed statement December 18, 2014
    NEW YORK (Reuters) - U.S. stocks rose on Thursday, with each of the major indexes climbing more than 1 percent, building on the prior session's rally after the U.S. Federal Reserve's policy statement and oil prices that showed signs of steadying.
  • Ford expands Takata driver-side airbag recall in U.S. December 18, 2014
    DETROIT (Reuters) - Ford Motor Co on Thursday expanded the recall of older-model Mustang cars, that have driver-side Takata airbags with inflators, to include about 502,500 vehicles.
 

RSS Reuters: Economic News

 

RSS Small business news – CNNMoney.com

 

RSS Personal finance news – CNNMoney.com

 

RSS Business news and Fortune 500 – FORTUNE Magazine

 

RSS Latest financial news – CNNMoney.com

 

RSS Reuters: US Dollar Report

 

RSS Reuters Video: Business

  • Chevron delays Arctic drilling plan December 18, 2014
    Chevron's is the largest drilling project put on hold amid the sharp drop in oil prices. Marathon Oil and ConocoPhillips plan to cut spending next year. Fred Katayama reports.
  • SNB goes negative December 18, 2014
    The Swiss National Bank announces a negative interest rate for the first time since the 1970s, hoping that by forcing banks to pay to deposit francs it can stem a flight to the safe-haven currency sparked by euro zone fears and crisis in Russia. David Pollard reports.
  • Progress in S Africa, challenges too December 18, 2014
    A new IMF report says South Africa can celebrate significant progress in its first 20 years of democracy, but - amid power blackouts and fears of more credit rating downgrades - it still faces big challenges in reviving a weak economy. Hayley Platt reports.
  • China's house prices fall again December 17, 2014
    New home prices in the world’s second largest economy dropped in November, but there might still be hope for China’s besieged property sector. Jane Lanhee Lee reports.
  • Fed tweaks language, delights investors December 17, 2014
    Citing a stronger economy, the Fed announces a patient approach to rate hikes in 2015. Shartia Brantley reports
 
 

Ambition

 
  • Predicting the unexpected | Marshall Thurber

    Predicting the unexpected | Marshall Thurber   Does a bumblebee know its purpose? Marshall Thurber, protege of Buckminster Fuller and W. Edwards Demming, suggests there is something bigger in front of us that we just don’t see.   Today, thousands worldwide actively use ‘Thurber Techniques’ in their daily lives. Marshall Thurber has proven his methods as a successful attorney, real estate developer, inventor, author, and visionary. He strives every day to maintain his reputation for being powerfully effective, fun, memorable, and cutting edge.   Marshall is an influencer whose knowledge deeply seeded the Burklyn Business School in Vermont. Founded in the late 1970s, it was designed to teach global principles of cooperation and the human potential movement learned from legendary futurist Dr. R. Buckminster Fuller.   Polishing off his career learning curve, Marshall founded a highly successful real estate firm with two partners in California. He continues to practice what he teaches and on October 10, he will teach what he practices on TEDxMelbourne’s stage.

     
  •  
  • What Would You Die For? | Brad McLain

    What Would You Die For? | Brad McLain   This talk looks at the nature and impact of extraordinary experiences, especially how such experiences may change our sense of self or identity.   Brad is a social science research professor at the University of Colorado Boulder’s Center for STEM Learning and is co-director of The Experiential Science Education Research Collaborative. Dr. McLain is an accomplished filmmaker originally from Norfolk, Nebraska, and he attended the University of Nebraska Lincoln for part of his undergraduate education. He is a member of the board of directors for the JGI, Jane Goodall institute.

     
  •  
  • Be Persistent, Be Present, & Use Your Gift | Chef Otto

    Be Persistent, Be Present, & Use Your Gift. | Chef Otto     Chef Otto is an accomplished chef whose impressive career includes world class establishments such as the Bellagio Hotel, Charlie Trotters, the Atlantis and Mardan Palace, and, most notable, the Culinary Institute of America. He started his career by volunteering as a cook in the United States Navy Submarine Force, feeding men stationed on the USS Patrick Henry in Pearl Harbor. Since then, he has cooked around the globe for Kings, Queens, Moguls, Titans, Rockstars, and World Class Athletes, yet one of his biggest thrills remains catering his 25th high school reunion. Chef Otto is an International Culinary Ambassador who finds that travel, adventure and spreading the gospel of all things food is the marrow of his soul. His passion to help feed the hungry sparked him to initiate Childhood Hunger Day in Washington, D.C. where he organized a 3-day symposium on hunger and poverty legislation on Capitol Hill. His role as a contestant on Bravo’s Top Chef provides notoriety defining his status as a champion against hunger. With hair too high for a ten gallon hat and yet to buy his first pair of cowboy boots, Chef Otto is now digging his heels in the Lone Star landscape as an adopted son. Taste the Freedom!

     
  •  
  • Living Life Inside Out: Eliza Williams

    Living Life Inside Out: Eliza Williams    

     
  •  
  • Teaching moments from the Winter Olympics by Hank Berkowitz

    Teaching moments from the Winter Olympics by Hank Berkowitz

    Teaching moments from the Winter Olympics by Hank Berkowitz  Like many of us, you probably can’t tell the difference between a Double Lutz and a Triple Toe Loop. But, I’m sure you can tell the difference between a great team effort and a great team meltdown as the American men’s and women’s Olympic hockey teams demonstrated so painfully this weekend in Sochi, Russia.  Granted, both teams lost to superior opponents. But, the way they went down in defeat was UNACCEPTABLE. As men’s team captain Zach Parise admitted: “We got outplayed. We didn’t deserve to win. I’m kind of embarrassed where we’re at now.” Zach, so are we. If you have young people working for you, or if you’re the parent (or grandparent) of young athletes, please make sure they understand that “USA” stands for the United States of America—not “Uninspired Sports Association.”  Lesson No. 1 Let’s start with the women. With four minutes left in the gold medal game against Canada, they had a comfortable 2-0 lead which they worked very hard to earn. But, instead of staying focused till the final buzzer and running down the clock, they started thinking about how they’d look on the podium with gold medals around their necks and a worldwide audience watching them sing the Star Spangled Banner with tears in their eyes. A dumb penalty here, a bad bounce there. Next thing you know, the indefatigable Canadians tied up the game in regulation and scored again eight minutes into the overtime period to claim the top spot on the tear-filled medal podium.  Lesson: No matter how strong, skilled and experienced your competitors, when you have them on the ropes, you don’t ever let up. Don’t let them into your market when you’ve worked so hard to carve out your niche. Don’t ever let them steal your best clients or employees, and don’t ever think you’ve got the Big Market, Big Contract or Big Client locked up until the ink has truly dried on the contract.    Lesson No. 2 Now, on to the men. Unlike the women, the men’s team is composed of highly paid NHL professionals. They lost a tense 1-0 semifinal game on Friday to the eventual champions, Canada. But, instead of showing some pride in the bronze medal game against Finland, they’d played like an amateur team that had already packed its gear and checked out of Sochi. Their uninspired 5-0 drubbing at the hands of the highly motivated Finns sent the U.S. hockey program home medal-less and back to the proverbial drawing board.  Lesson: You’re never as good or as talented as you think you are and you never underestimate or disrespect your competition. You’re not always going to land the Big Contract, Big Client or Big Speaking Gig that you worked so hard to get. But, when the next opportunity comes around, you can’t waste time lamenting “the one that got away;“ you have to be ready to land the next one. Conclusion Congrats to Finland and Canada (twice) for winning […]

     
  •  
  • Possibilities—Life’s Invisible Feast: Sarah Susanka

    Possibilities—Life’s Invisible Feast: Sarah Susanka

    Possibilities—Life’s Invisible Feast: Sarah Susanka     Sarah Susanka’s “Not So Big” message has become a launch pad for a new dimension of understanding how we inhabit our homes, our planet and our lives. A thought leader and acclaimed architect, Susanka is the best-selling author of nine books that collectively weave together home and life design, revealing that a “Not So Big” attitude serves not only architectural aims, but life goals as well. Her books have sold well over one million copies. Architect Sarah Susanka asks us to re:THINK life’s possibilities — and in doing so, opens us up to a potential feast In every moment.    We are often encouraged to follow our passion…our heart. But sometimes either that passion isn’t clear, or the path toward it is obscured. Susanka reassures us that by simply being present to your bliss — in every possible moment — you’re more likely to encounter that singular passion in your life. Just be present and completely engaged in whatever you’re doing, and the banquet will unfold. A key is to look beyond the “filters” that we’ve all become accustomed to and accepting of.    Here she teaches us that beyond those filters lie powerful life lessons in simple moments — if we are present to them. And if we are, “Life becomes a playground for your own growth.”     

     
  •  
  • Needs: What’s Real & What’s Aspirational by Dr. Bill DeMarco

    Needs: What’s Real & What’s Aspirational by Dr. Bill DeMarco

    Values, History and Folklore, are the core elements of culture at a point in time.  They are our link to our personal past…handed down to us by all those who came before us. This is true of our ethnic culture, our tribal culture, our national culture, our religious culture, and our personal culture, to name just a few.   Since we are the link to our past, we are caretakers of something precious as we hand it down to future generations.  Since culture is a living thing, it does change over time, but ever so slowly.  Just think about it; there is some behavioral mannerism, belief, perception that you got from an ancestor who lived a hundred or many hundreds of years ago.  To use a modern expression, “You are Connected”.  There really is nothing new under the sun, other than our choice of what we will do with our cultural inheritance.  Since culture is a living phenomenon, we will make our choices and then pass the culture on to future generations, along with our contributions.  That is the way it is and that is the way it will continue to be. Image 1: DeMarco Culture Model © 2003 Dr. Bill DeMarco All of this gets us back to our discussion of Values.   I described Values as “the unique blend of perceived Needs, Beliefs, and Attitudes that live in the behaviour of most members of a society”.   Needs are one of three segments of the Values element of my Culture Model (Image 1).  Needs, along with Beliefs and Attitudes, taken separately and in their interaction, make up our unique Values proposition. Within a cultural context, Needs are similar to what Abraham Maslow (Image 2) describes as the fundamental requirements for survival, safety and belonging. They have everything to do with the necessities of the human condition, and nothing to do with a luxury car in the garage, a kitchen with granite counter tops, and two weeks in Saint Kitts! The latter, at the extreme end, has more to do with our image of “Esteem”.     Image 2: Maslow’s Hierarchy of Needs     Maslow’s work linked Needs to motivation.  While his groundbreaking work is still challenged by some, I find his conclusions compelling.  Satisfying individual and group needs at the three basic levels in the above image greatly facilitates our ability to incorporate our Beliefs into our Values system. Remember I wrote earlier that if we want to know what our real values are, look at our behaviour and not our words.  There is a strong link between our ability to survive and our ability to put our Beliefs into action.   Here is a simple exercise that can help identify our real personal needs. It involves reading and reflecting on the bottom three categories of Maslow’s Hierarchy of Needs (Image 2).  Then make a list of what those Needs look like in your life.  Put that under a category labeled “Needs”.  Everything else that comes to mind, put under a category labeled “Wants”.  […]

     
  •  
  • ‘The Ripple Effect’ presented by Dr. Kevin Snyder

    ‘The Ripple Effect’ presented by Dr. Kevin Snyder  

     
  •  
 
 
 

Family Office Newswire

ey-exceptional-jan-jun-2014-chart-family-office

The #1 Family Office Newswire That Empowers Family Dynasties. Over 6,400 Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

Read the latest news

 

UHNW Wealth Newswire

home-bgMain

The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,400 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

Read the latest news

 

Follow Enzo on LinkedIn

LinkedIn-Logo-150x150

Top 1% of LinkedIn Connectors in the World

 

Family Business Newswire

Family-business

The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,200 Posts On Key Factors To Build A Profitable and Sustainable Business!

Read the latest news

 

Philanthropy Newswire

philanthropy

The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

Read the latest news

 

Lugen Family Office Proudly Supports AIP

AIP Logo

The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

Twitter Widget

 

RSS Celebrity Net Worth

  • British Student Launches Miraculous Fundraiser For "Homeless Hero" Who Helped Her In A Pinch December 17, 2014
    After losing her wallet one night, a British student found herself stranded with no way to pay for a subway. She ended up being saved by a "homeless hero". Now that selfless act is being returned in a BIG way.Read more: British Student Launches Miraculous Fundraiser For "Homeless Hero" Who Helped Her In A Pinch
  • Vladimir Putin's Billionaire Buddies Have Lost An Astounding Amount Of Money In The Last Few Months December 17, 2014
    It's not a good time to be a Russian billionaire. As a result of western sanctions, falling oil prices and an imploding Russian economy, Vladimir Putin's billionaire buddies are seeing their fortunes evaporate.Read more: Vladimir Putin's Billionaire Buddies Have Lost An Astounding Amount Of Money In The Last Few Months
  • Jose Diaz-Balart Net Worth December 16, 2014
    José Díaz-Balart Net Worth: José Díaz-Balart is a Cuban-American journalist and television anchorman who has a net worth of $5 million. José Díaz-Balart wasRead more: Jose Diaz-Balart Net Worth
  • Gabriel Porras Net Worth December 16, 2014
    Gabriel Porras Net Worth: Gabriel Porras is a Mexican actor who has a net worth of $8 million. Gabriel Porras was born February 13,Read more: Gabriel Porras Net Worth
  • Pablo Alborán Net Worth December 16, 2014
    Pablo Alborán Net Worth: Pablo Alborán is a Spanish musician, singer and songwriter who has a net worth of $10 million. Pablo Moreno deRead more: Pablo Alborán Net Worth
 

RSS Reuters: Money

 

RSS MarketWatch.com – All MarketWatch News – Personal Finance

 
 
 
Translate »