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

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“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

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Center for Family Conversations

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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.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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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

 

CNN Financial News

A defiant Sony scrambles to find a way out for 'The Interview'Read full story for latest details. [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You've got to hurry, or your gift won' [...]

How has middle class Christmas changed?Read full story for latest details. [...]

Reporter behind story of $72 million teen trader stays at NY MagRead full story for latest details. [...]

'Colbert Report' says goodbye with record ratingsThe Colbert Nation tuned in big time to say goodbye to "The Colbert Report." [...]

Not everyone is a fan of 'Serial'Even if you aren't a big public radio fan, you've heard all about the podcast "Serial [...]

Staples hack exposes 1.2 million credit cardsAfter a two-month wait, Staples on Friday evening announced hackers broke into its computers and sto [...]

 

CNN Small Business News

Unilever lays an egg: Drops Just Mayo lawsuitUnilever sued Hampton Creek over its egg-free mayonnaise spread Just Mayo. But the company behind Be [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

Reddit cofounder: The next Google is one visa away from leaving U.S.Read full story for latest details. [...]

The heart of the Internet has been hackedICANN, the all-powerful but little-known organization that administers global website domain names, [...]

Oprah-approved startup raises $6.25 millionNews startup The Skimm announced a new round of funding, 1 million active readers, and plans to expa [...]

Cow farmers get high-tech tracking appBrazilian startup BovControl is turning cows into data with a mobile app. [...]

Google Ventures: less Ubers, more health careThe venture capital investment arm of the tech giant has quadrupled its funding of life sciences and [...]

 

CNN Money News

Top 1%: What they made, what they paidRead full story for latest details. [...]

Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- wheth [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You still have time, but not much. Here's t [...]

Payday lenders throw millions at powerful politicians to get their wayPayday lenders are spending millions of dollars in Washington in an attempt to get powerful politici [...]

Mortgage rates hit a new low for the yearAmid falling gas prices and investor nervousness, the average rate for a 30-year fixed-rate loan fel [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

The 2014 tax breaks you'll be able to takeCongress waited until the last minute to decide what to do with a slew of expired tax breaks. They e [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

 

Reuters Business News

SEOUL/WASHINGTON (Reuters) - North Korea said U.S. accusations that it was involved in a cyberattack [...]

SEATTLE (Reuters) - Workers at planemaker Boeing's Everett plant near Seattle are following ext [...]

NEW YORK (Reuters) - U.S. stocks extended gains for a third session on Friday, giving the S&P 50 [...]

NEW YORK (Reuters) - Investors have wrung their hands over the last several weeks over the effect of [...]

WASHINGTON (Reuters) - President Barack Obama vowed on Friday to respond to a devastating cyber atta [...]

SEATTLE (Reuters) - Boeing Co has more than enough 787 Dreamliners in the production pipeline to mee [...]

DETROIT (Reuters) - FCA US , the former Chrysler Group, on Friday expanded a U.S. regional recall of [...]

 

Reuters Economy News

BERLIN (Reuters) - European Central Bank Vice President Vitor Constancio said in a magazine intervie [...]

SHANGHAI (Reuters) - China has cut red-tape for foreign bank branch openings and entry into renminbi [...]

NEW YORK (Reuters) - U.S. stocks extended gains for a third session on Friday, giving the S&P 50 [...]

HAVANA (Reuters) - Cuba said on Friday its economy will grow a healthy 4 percent in 2015, apparently [...]

NEW YORK (Reuters) - Investors have wrung their hands over the last several weeks over the effect of [...]

 

Reuters Business Video

Stocks modestly extend gains post a massive two-day rally. Leah Duncan reports. [...]

Comments from Federal Reserve chair Janet Yellen spurred a Santa Claus rally this week, analysts see [...]

John Manley, chief equity strategist at Wells Fargo Advantage Funds sees the Dow hitting the 18,000 [...]

U.S. President Barack Obama says it was a “mistake” for Sony Pictures to cancel the release of its m [...]

President Obama says Americans can enter the new year with 'renewed confidence' in a stron [...]

George Soros’ son Alexander discusses the influence of his father and how he selected causes to supp [...]

FIFA's executive committee decides to publish - ''in appropriate form'' - i [...]

 
 

Business Values

 
  • The Idea of Family Wealth

    The Idea of Family Wealth   This topic is absolutely foreign to the middle class, and even many high income earners. I myself have never experienced it;, my education comes directly from speaking with wealthy individuals and observing some of the richest families in history. The Idea of Family Wealth.

     
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  • From One Elephant to Another by Daryle Doden

    From One Elephant to Another by Daryle Doden

    From One Elephant to Another by Daryle Doden     Do you feel the target on your back? Do you sometimes sense that everyone wants a piece of you?   Speaking at a conference for nonprofit development people, I watched a presenter offer instructions on the care and feeding of elephants – mega donors. Much of what he said was accurate and helpful. But I couldn’t shake the feeling that I was a marked man.   It’s one thing to be sought because of who you are as a person – one who thinks and collaborates for noble purposes. It’s quite another to be hunted because of what you have, your resources – your tusks.   With great privilege comes great responsibility. I get that. I want to meet my family’s needs. I want to be a good steward – no, I want to be an excellent steward…..Most of us want that. The WHAT and WHY are the easy parts. It’s the HOW that conceals all the snakes in the grass.     To learn more about the Center for Family Conversations and the new book, Unheritage, click here.       WHY YOU SHOULD LISTEN TO DARYLE?       Daryle is a lifelong entrepreneur who along with four partners founded Ambassador Steel Corporation in 1974. The founders had a common goal of business success while living out their faith without compromise in the marketplace. When the company sold in 2008, it was the largest independent distributor and fabricator of rebar in the United States with annual revenues surpassing $500 million and a reputation of faith, integrity, and excellence.   Daryle was raised in a pastor’s home in northern Indiana. He received a diploma in Sacred Music from Moody Bible Institute where he met his wife Brenda. He continued his education at Bethel College, Mishawaka, Ind., earning a B.A. in Biblical Studies and Musical Performance.   Daryle has served on the boards of Cedarville University and Lakewood Park Baptist Church, as well as on the DeKalb County Council. He also served on the alumni board of his alma mater, Moody Bible Institute, and is currently a member of the DeKalb County YMCA and Wagner-Meinert boards. Daryle and Brenda have five children and eight grandchildren with a ninth on the way.    

     
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  • The power of AND | Suzanne West

    The power of AND | Suzanne West   Suzanne is the President and CEO of Imaginea Energy Corp, a private oil company in Calgary. She is a serial entrepreneur in Alberta’s booming oil and gas economy – and is on a mission to change the way we do business.    Suzanne’s experiences with the values and practices of Alberta’s oil & gas sector propelled her to make a stand. She has taken incredible risks that demonstrated that business could be done differently, and is now passionate about enabling other companies to follow her lead. She will show us how she has used the concepts of inclusivity, independence, creativity and uncertainty to create an example that can be followed by others, within the energy industry and beyond.

     
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  • Why Current Profitability Model is Unsustainable By Dr. Bill DeMarco

    Why Current Profitability Model is Unsustainable By Dr. Bill DeMarco

      Why Current Profitability Model is Unsustainable By Dr. Bill DeMarco     Profitability is the gaining of advantageous returns on investments. When I began my career decades ago, there was some discussion about the role of service to customers, service to employees, and service to the community as a major if not primary purpose for a business’s existence. That was still the era of mutual insurance companies, multi‐generational company employers, and company dominated towns.   “Defined benefit” (DB) programs were real and highly valued. The past few decades have seen a shift to fundamentally profit­‐driven corporate models. Even mutual insurance companies, originally founded to perform some noble purpose for widows, orphans, and the general public, have almost all migrated to for­‐profit models. “Defined benefit” programs have given way to “defined‐contribution”(DC) programs, which derive the funds for “benefits” mostly from stock investments. In Ontario over the past twenty years, pensioners rarely receive pension checks from funded company plans, because companies mostly failed to fund their pensions by taking “contribution holidays” If in surplus; or in the case of solvency deficiency, they were allowed to amortize unfunded liability for up to fifteen years. (Ontario Pension Benefits Act, 1990), Ontario pension law was not significantly different from other North American jurisdictions. Companies that took this course of action hoped to achieve higher market evaluations, stock splits, and other market­‐related activities which would generate “money” over time, putting a happy face on quarterly and year‐end numbers. To illustrate this, I once had a major Fortune 500 company client which had a fantastic year­‐end in Europe, driven in no small part by the strength of the American dollar vis‐à­‐vis the German Deutschmark. Their European executives received large bonuses. In all these cases, irrespective of whether it was pension­‐related or not, we have examples of a “fools gold” model of what good performance looks like. Like a drug addiction, these companies over time failed to see what was happening until it was too late. The Fortune 500 company I mentioned, like so many others, was eventually sold off in parts. They all failed to recognize what really counted was truly growing the business through innovative new products, superior customer service, increased sales, constant happy returning customers and more effective operations; for companies with underfunded pension liabilities, this is particularly more important than the risky roll of the dice they too frequently engage in.   Governments in both the U.S. and Canada, responsible for overseeing the funding of contractually agreed to pension plans, allowed this, frequently charging an administrative fee for deferring funding company pensions, placing those fees into government operating funds. All of this has led to a domino effect, not unlike families today relying on borrowed money (credit cards, lines of credit, home equity loans, etc.)…it looks good in the beginning until it comes time to pay the bills, or the income line slows down.   In the early to mid 1990’s, it seemed to work well for everyone. These diverted pension funds initially […]

     
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  • Why Starbucks talks to parents in China

    Why Starbucks talks to parents in China   Starbucks CEO Howard Schultz explains what was behind Starbucks’ turning point’ in China three years ago. 

     
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  • Reflections on Strategic Assets and Organizational Rent

    Reflections on Strategic Assets and Organizational Rent Wharton Professor Raffi Amit and Adjunct Professor Paul Schoemaker discuss how their ideas developed for their award-winning paper, “Strategic assets and organizational rent,” published in the Strategic Management Journal in 1993.

     
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  • Arianna Huffington: How Stress Affects the Bottom Line

    Arianna Huffington: How Stress Affects the Bottom Line   Arianna Huffington, chair, president, and editor-in-chief of Huffington Post Media Group and author of Thrive, discusses how businesses can improve their bottom line by focusing on employee wellness. 

     
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  • David Brooks: Should you live for your résumé … or your eulogy?

    David Brooks: Should you live for your résumé … or your eulogy?   Within each of us are two selves, suggests David Brooks in this meditative short talk: the self who craves success, who builds a résumé, and the self who seeks connection, community, love — the values that make for a great eulogy. Can we balance these two selves? Perhaps, once we know them both. 

     
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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 6,500 Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

Read the latest news

 

UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,500 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

Read the latest news

 

Follow Enzo on LinkedIn

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Top 1% of LinkedIn Connectors in the World

 

Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,300 Posts On Key Factors To Build A Profitable and Sustainable Business!

Read the latest news

 

Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,100 posts. 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

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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

 

Celebrity Net Worth

Who on earth made the most money in the calendar year 2014? And on the other side of the coin, who o [...]

Donna Reed Net Worth: Donna Reed was an American actress and producer who had a net worth of $10 mil [...]

Truman Capote Net Worth: Truman Capote was an American author, screenwriter, and playwright who had [...]

Nancy Heigl Net Worth: Nancy Heigl is an American film producer and personnel manager who has a net [...]

Shane Jacobson Net Worth: Shane Jacobson is an Australian actor, director, writer, and comedian who [...]

Tom Barnard Net Worth: Tom Barnard is an American talk radio host and former voice-over talent who h [...]

Erik Van Looy Net Worth: Erik Van Looy is a Belgian film director and writer who has a net worth of [...]

 

Reuters Wealth News

(Reuters) - A former securities arbitration official's wrongful termination suit against the Fi [...]

(Reuters) - The biggest investor in Meredith Whitney's hedge fund has demanded his money back a [...]

BOSTON (Reuters) - Baltimore asset manager Legg Mason Inc's board has approved additional futur [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

NEW YORK (Reuters) - AdvisorHUB, a year-old gossip and news website for the brokerage industry, has [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

NEW YORK (Reuters) - It sounds like the usual setup for a knock-knock joke: Who is the best-selling [...]

 

MarketWatch Personal Finance

Ford ‘s Transity feels like a more thoroughly modern product; Mercedes-Benz’s Sprinter drives a bit [...]

If you get stuck with a bad personal trainer, your post-holiday exercise resolutions will be even ha [...]

Yes, folks, the human race, civilization, our planet is doomed, thanks to American capitalism, the n [...]

Keep these rules in mind as we struggle with yet another bout of stock-market turbulence, writes Jon [...]

CarInsurance.com ranked the top 10 ugliest new cars of the year. [...]

The Autoweek staff evaluates hundreds of vehicles over thousands of miles each year, but only one ca [...]

Gail Cunningham of the National Foundation for Credit Counseling tells Adrienne Mitchell how last-mi [...]

 

MarketWatch Top Stories

About a week before Christmas, the central bank chairwoman suggests a rate increase won’t come for m [...]

In the frenzied, hash-tagging world of Twitter, it’s always good to have a few go-to tweeters, who h [...]

Heating oil is losing market share to natural gas, electricity and other sources. [...]

While the Oil & Gas sector has been hard hit by declining oil prices, commentator Ophir Gottlieb [...]

North Korea’s hack attack on Sony Pictures changes the game. [...]

T-Mobile US agrees to pay at least $90 million to settle a Federal Trade Commission civil lawsuit th [...]

The U.S. stock market ended a turbulent week, which was punctuated with collapse of the ruble, gyrat [...]

 

MarketWatch Pulse

NEW YORK (MarketWatch) -- The number of investors betting that the U.S. dollar will strengthen again [...]

SAN FRANCISCO (MarketWatch) -- News Corp said Friday it had acquired BigDecisions.com in India for u [...]

NEW YORK (MarketWatch) -- Walgreen Co. said on Friday that it plans to withdraw its stock from listi [...]

WASHINGTON (MarketWatch) -- A Russian investment fund called the Marshall Capital Fund was among a g [...]

NEW YORK (MarketWatch) -- Staples Inc. provided on Friday an update to the findings of its investiga [...]

NEW YORK (MarketWatch) -- The U.S. stock market ended a turbulent week with the biggest weekly gain [...]

WASHINGTON (MarketWatch) -- In a statement, Philadelphia Fed President Charles Plosser explained why [...]

 
 
 
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