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


“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


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


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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  • How to Have More FUN! Brendon Burchard

    How to Have More FUN!   In this episode of The Charged Life, high performance coach and #1 New York Times bestselling author Brendon Burchard discusses four simple ways to have more fun and enjoyment in life.    ——————– SUMMARY: ——————–   Fun is not something you “have,” it’s something you generate.   More fun and enjoyment in life are results of greater presence and intention to create fun and joy in all you do. Here’s how to have more fun:   1. Tell yourself, “It is my intention to be present and have fun in this moment.” Most great fun in life comes from an immersion in the moment. In immersion joy arises. In immersion humor can perpetuate. In immersion in the moment and presence in the Now you have access to a greater level of energy and awareness all around you that you can transform into fun.   2. Record the moments of joy and happiness in your life. Many people can’t easily recall the top 10 times they’ve had fun in the last year. It’s not because they didn’t have fun, it’s because they never integrated that fun into their memory and being. They didn’t think about it, reflect on it, journal about it, and so it never stuck in their heads and hearts. If you want fun to be a part of you then you must feel it, recall it, integrate it into your identity.   3. Create a “this brings me joy and fun” list. Do you even know what exactly brings you joy, pleasure, passion, happiness, fulfillment? If you are aware of WHAT and WHO brings those things into your life, then you can have them on a target list to do or be around more often. Also, create a “these things do not bring me joy and fun” list, and immediately stop doing those things so often – delegate them, quit them, transition them, avoid them…but do not do them with regular occurrence any longer. Take command of your life and rid it of passionless things.   4. Ask….    ——————– ABOUT BRENDON BURCHARD ——————–   Brendon Burchard is one of the most widely followed personal development trainers of our time. He is in the Top 100 Most Followed Public Figures on Facebook, and a #1 New York Times bestselling author whose books include The Charge, The Millionaire Messenger, and Life’s Golden Ticket. He is the founder of High Performance Academy, the legendary personal development program for achievers, and Experts Academy, the world’s most comprehensive marketing training for authors, speakers, coaches, and online thought leaders. For these works, Larry King named Brendon “one of the top motivation and marketing trainers in the world.”   After a car accident at 19 years old inspired him to turn his life around and follow his dreams, and then having the blessings to become a multimillionaire writer and trainer by the age of 32, Brendon has dedicated his life to helping others find their charge and share […]

  • Glenn Greenwald: Why privacy matters

    Glenn Greenwald: Why privacy matters   Glenn Greenwald was one of the first reporters to see — and write about — the Edward Snowden files, with their revelations about the United States’ extensive surveillance of private citizens. In this searing talk, Greenwald makes the case for why you need to care about privacy, even if you’re “not doing anything you need to hide.”

  • 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!

  • Making Decisions – Process and Action – By Tom Conway

    Making Decisions – Process and Action – By Tom Conway

    Making Decisions – Process and Action – By Tom Conway     Many people don’t realize they already have a plan – one of the government’s choosing and not their own. If they pass on to eternity today, some existing plan will kick into gear, and it may not be what they want.   When people make decisions that will impact the lives of others, it is important to realize that today’s decision need not be their final decision. Because of extended lifespans today, there is a very good chance that they will revisit their plan and change it. Most decisions are not irrevocable.    Former CEO and business psychology author William B. Given, Jr. gives this sound advice: “When possible make the decisions now, even if the action is in the future. A revised decision is usually better than one reached at the last moment.“   So what keeps people from making these decisions? Consider these factors.   Lack of Clarity   One factor is lack of clarity on what the individual or couple wants to do. When people are unsure of the objective they want to accomplish, they have no confidence in making a decision,    Fear   Fear is another factor that handcuffs decision making. Fear that they will make a wrong decision. Much of this fear is tied to emotional uncertainty.   Inadequate Information   Sometimes people don’t make decisions because they don’t have enough information. In the wealth transfer arena, people are often uncertain of what their children will do with the wealth they entrust to them. Will they be good stewards or managers of what they are given? Will they squander it frivolously?   Personality   Couples generally differ in personality type, with one likely to make quick decisions while the other wants more time to think – the intuitive versus the analytical. One may embrace risk while the other desperately wants to avoid it. One is likely to favor logical thinking while the other is more concerned about feelings and possible consequences for the people involved.   Don’t know how   Many people do not have a decision-making process they trust. What do I mean by a process? I mean a step-by-step decision-making process that leads to a decision they can live with. The decision they come to may not be the perfect one, but it is the best alternative at the time based upon the information they have.   A Decision-Making Process   A decision making process that I learned and have used over the years with clients has ten steps:   1) Pray for guidance. Prayer and meditation can often help you gain clarity around a decision. 2) Define the decision. What is the question you are trying to answer – the problem you are trying to solve? 3) Clarify your objectives. 4) Prioritize the objectives. 5) Identify your alternatives. 6) Evaluate the alternatives. 7) Make a preliminary decision. 8) Assess the risk. What could go wrong if I make this decision? 9) Make the decision. 10) Test the decision […]

  • Martin Rees: Can we prevent the end of the world?

    Martin Rees: Can we prevent the end of the world?   A post-apocalyptic Earth, emptied of humans, seems like the stuff of science fiction TV and movies. But in this short, surprising talk, Lord Martin Rees asks us to think about our real existential risks — natural and human-made threats that could wipe out humanity. As a concerned member of the human race, he asks: What’s the worst thing that could possibly happen?

  • How To Get Unstuck | Terry Singh

    How To Get Unstuck | Terry Singh   What do we do when we feel like we have no ideas worth spreading? When the idea of making a change seems overwhelming and we don’t know where or how to begin? Clinical psychologist Dr. Terry Singh believes that we have all experienced moments like this, moments of feeling “stuck”. Drawing from his years of clinical and research experience, Singh explores what it feels like to be stuck, and why paying greater attention to this experience is often the crucial first step towards successful change.   Dr. Terry Singh is a Calgary-area clinical psychologist whose research explores how and why people change, and how mental health professionals can help aid in the process. Through his work as the Director of SSA Psychology and his role on the treatment team at Alberta Health Service’s Outpatient Mental Health program, he is involved in diagnosing and treating adults and adolescents struggling with a wide variety of mental health issues.

  • Stay In Your Own Lane | Julia Theisen

    Stay In Your Own Lane | Julia Theisen   Explore how to know when you’re in your own lane, how to find your own lane, and how simple adjustments can leverage being in your own lane.   With 22 years of experience as a nurse and educator, Julia cofounded Body & Soul Wellness Center and Spa and spends her time teaching mind, body, and spirit concepts in a way that is practical, creative and authentic. Julia will explore how to know when you’re in your own lane, how to find your own land and how simple adjustments can leverage being in your own lane.


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