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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.

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  • 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.
 

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  • 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
 
 

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  • Sequoia Capital’s Doug Leone on Luck & Taking Risks

    Sequoia Capital’s Doug Leone on Luck & Taking Risks

    Sequoia Capital’s Doug Leone on Luck & Taking Risks   “Always take risks. If something is working like a dream, break it. Taking risks is the only way to keep on going,” shared Sequoia Capital Managing Partner Doug Leone. He also discussed the venture capital industry, what his team looks for in entrepreneurs, and more

     
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  • Coursera CEO, Rick Levin: Leaders Must Communicate Their Vision

    Coursera CEO, Rick Levin: Leaders Must Communicate Their Vision

    Coursera CEO, Rick Levin: Leaders Must Communicate Their Vision   Coursera CEO Rick Levin shared key insights for leaders: “Have a vision. Communicate it clearly. Pick the right people and put them in the right jobs.”

     
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  • Leadership: From Vision to Reality

    Leadership: From Vision to Reality   A conversation between LinkedIn CEO, Jeff Weiner and Naomi Simson, Founding Director, RedBalloon

     
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  • Why we have too few women leaders

    Why we have too few women leaders   Facebook COO Sheryl Sandberg looks at why a smaller percentage of women than men reach the top of their professions — and offers 3 powerful pieces of advice to women aiming for the C-suite.

     
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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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  • MasterCard CEO Ajay Banga on Taking Risks in Your Life and Career

    MasterCard CEO Ajay Banga on Taking Risks in Your Life and Career   During his View From The Top talk at Stanford GSB, MasterCard President and CEO Ajay Banga emphasized the importance of communication, taking risks, learning from everyone around you, and surrounding yourself with people who think differently than you do. He also discussed why innovation is “mission critical” in the payments industry.

     
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Family Office Newswire

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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.

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UHNW Wealth Newswire

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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!

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Family Business Newswire

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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!

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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. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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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

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  • 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
 

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