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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
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.
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.
Breaking Outside of Your Friends List | Alan Schaaf The power of online communities and how anonymous groups of people can be a source of good in this world. Alan Schaaf is the founder and CEO of the website Imgur.com, which allows you to upload and share images with the world. He’s been programming professionally since he was 14, and has started two successful bootstrapped companies through his keen eye for design and user experience. He created Imgur in 2009, and since then it’s grown into an online community where millions of people express their ideas and opinions through images. By the end of Alan’s talk, you will learn about the future of communities, how they’re changing the world, and what that means for you.
Creative Collaboration — A 21st Century Imperative: Paul Roe Paul Roe plays the clarinet and has particular musical interests in performance, coaching, research, education and participative music making. Paul’s talk is entitled Creative Collaboration — A 21st Century Imperative. His talk begins with a short performance.
Introducing the concept of a Collaborative Will by Tom Deans At a farm convention in Chicago, I was approached by an audience member who explained that gifting a working farm to her children was preferable to selling and leaving them each $5 million. When I pressed her for more details – such as – “what do your children think of your plan?” She snapped her head back and proclaimed, “why would I tell them?” I have to confess it wasn’t the first time that I had heard someone say that silence was going to be the key ingredient of their estate plan. It got me thinking how many beneficiaries – children especially — truly know the contents of their parent’s wills? When I put the question to my audiences, “how many people hold a copy of their parents’ wills?” Only 10% on average acknowledge they do. The more interesting question is: “how many in the audience will play a lead or significant role in providing care for an aging parent?” The response — an average of 75% — agreed they would. I find the disparity between these two pieces of data, striking. The relationship between inheriting money and the provision of health care is an issue moving into the media and cultural spotlight for two major reasons – we’re living longer (a lot longer) and the cost of health care and assisted living are rising faster than inflation and saving rates. For some who live much longer than the average age of 76 for men and 81 for woman, many will turn to family for financial support and care when their savings are fully depleted – the same family from whom secrets were kept when a surplus seemed assured. Why do so many people keep secrets from those who will likely be providing them with late in life care? How do secrets serve beneficiaries or add to relationships before we become old and dependant? Talk to enough estate planning professionals and they’ll tell you it almost always comes down to a lack of trust and a debilitating fear of death. For those who view their money as an absolute source of power and control you can see how the aging process and the concomitant relinquishing of power and control makes dying and death such a wretched, fearful experience. Compare that to individuals who seriously prepare family, friends and charitable organizations to receive not just their wealth but their wisdom and you’ll find some extraordinary relationships built purposefully over a lifetime – even when years outstrip savings. Sharing the contents of a will requires judgment – some might call it wisdom nurtured over time. A wisdom both taught and harvested through conversations with intended beneficiaries not in the last year of life, when death seems imminent, but precisely the opposite, when death is a distant abstraction. A will doesn’t need to be seen as a solo “end of life document” but rather a […]
How to Get the Most Out of Your Mentor with Richard Dale There are more an more opportunities for young startups to be introduced to great mentors (and some not-so-great ones). Whether in a framework like the Harvard i-lab, or Techstars or Y-Combinator, mentorship is now more available than ever before. This presentation looks at how to get the best from those mentoring relationships, some of the pitfalls to avoid, and some opportunities to embrace. Richard Dale is Managing Director ofBig Data Boston Ventures, a new VC fund that invests in early stage big data companies. Richard’s proven leadership abilities combined with deep technical and operational expertise provide a platform to advise entrepreneurs in building solid technology companies. Richard is a well-regarded mentor to founders of early stage startups in the Big Data Boston and Sigma portfolios, as well as other startups including many from TechStars Boston, MassChallenge, and HealthBox Boston. Previously Richard was a Principal at Sigma Partners and before that was a co-founder at Phase Forward, a provider of software services for pharmaceutical clinical trials which went public and later was sold to Oracle. Prior to that Richard worked in a series of management and technical roles at leading technology startups in the Boston area.
Empowering Meaningful Connectedness: Claire Huijnen Claire Huijnen describes herself as a peoples person, interested in connectedness. She specializes in Companion Robotics and is a cognitive psychologist & UX designer. Claire’s mixed educational background of Cognitive Psychology /Human Factors (Maastricht University, NL) and a second post-doc Master from the Technical University (Eindhoven, NL) on User System Interaction gives her the ability to co-innovate from a user’s perspective. Claire loves to co-create innovations – together with (other) passionate people – striving to empower people to better care for themselves and for their beloved ones (as they age). Empower people to connect meaningfully and feel connected. Enable people to create, share and enjoy special moments.
Enzo Calamo Is A Best Selling Author
Enzo Calamo is the Best Selling co-author of "How To Create Infinite Returns In Real Estate Using The Secret Asset: How To Recover All Business and Personal Expenses Using The Secret Asset" This is a must read for every affluent investor.
FAMILY OFFICE OF THE YEAR
Lugen Family Office was recognized as the Family Office of The Year in 2016 in Canada by Wealth and Finance International Magazine
Enzo Calamo Is A Gold Award Curator
Scoop.it describes Enzo Calamo "as a rock star of content curation."
Lugen Family Office is the Most Trusted Online Curator on Legacy Planning, Wealth Management, Financial Literacy, Family Business, Philanthropy, Technology Trends, Healthy Living, and the UHNW.
ALL POSTS ARE CURATED BY ACTUAL EXPERTS!
Check out our 11 Gold Award UHNW Newswires.
- Elvis Had A Fascinating Habit Involving CadillacsApril 28, 2017
- Top financial adviser: Just working hard will not make you wealthyApril 28, 2017
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- A supermodel-backed music festival where tickets cost up to $12,000 turned into a nightmare — here’s what happenedApril 28, 2017
- BOOM! American business just figured out how to play the Trump trade shakedown gameApril 28, 2017
- The biggest driver of the American economy just slammed into a wallApril 28, 2017
- Tom Hanks thinks billionaires should pay for their own NFL stadiumsApril 28, 2017
- Nepal’s Richest Man Is Hosting An Extravagant Wedding For His Son In Udaipur; The Billionaire Is Owner Of Wai Wai Noodle BrandApril 28, 2017
- Ranking billionaires: China adds girth to the world’s richestApril 28, 2017
- What sets self-made billionaires apart – The Globe and MailApril 28, 2017
- Jeff Bezos’ wealth crosses $80 billion markApril 28, 2017
- Buffett, Guinness-Records Mogul Get Caught in Canada-U.S. Coal FightApril 27, 2017
- Amazon crushed its earningsApril 27, 2017
- Nasdaq Breaks Through 6,000 Barrier, But Should We Party Like It’s 1999?April 27, 2017
- QSU Sector Scorecard for Q2 2017 – FidelityApril 27, 2017
- Reinvesting Dividends – FidelityApril 27, 2017
- Chinese Fugitive Guo Wengui Lost $500 Million In UBS Margin CallApril 26, 2017
- What it’s Really Like to Ride the World’s Most Advanced Car ElevatorApril 26, 2017
- The 1 Book Bill Gates and Warren Buffett Say You Should Read to SucceedApril 26, 2017
- The Trump and Trudeau offices released 2 very different readouts of a tense-sounding call amid a mounting trade disputeApril 26, 2017
- Should you take a lump sum or annuity for retirement?April 26, 2017
- New research shows how differently male and female execs see gender in the boardroomApril 26, 2017
- Chinese stocks are experiencing the mother of all dead cat bouncesApril 26, 2017
- Here’s how much a Trump tax-plan letdown could whack the stock marketApril 26, 2017
- The Cheap Energy Revolution Is Here, and Coal Won’t Cut ItApril 26, 2017
- World’s Top Money Manager Sees Nothing to Like in Canada StocksApril 26, 2017
- Canada Is Confident U.S. Will Lose Lumber Dispute, Freeland SaysApril 26, 2017
- Here’s the oldest business in every stateApril 25, 2017
- Derek Jeter and Jeb Bush group have reportedly reached an agreement to purchase the Miami Marlins for $1.3 billionApril 25, 2017
- Trump is taking aim at one of America’s closest allies — and he has bipartisan backingApril 25, 2017
- Warren Buffett Lost Nearly $1 Billion On His IBM Investment Earlier This WeekApril 25, 2017
- LVMH Shares Top Paris Market After Christian Dior Buyout DealApril 25, 2017
- Embrace the Caribbean Lifestyle by Buying a Beach House on AnguillaApril 24, 2017
- Indonesia’s Exotic New Private-Island ResortApril 24, 2017
- Experience Rosé Like Never Before with This New Riedel Wine GlassApril 24, 2017
- Remember When Alec Baldwin Starred In Capital One Ads? He Donated All Of That Money To CharityApril 24, 2017
- Buffett’s Foundation Donating $90 Million Supporting Women Of ColorApril 24, 2017
- Australian Toy Maker Born In A Refugee Camp Becomes BillionaireApril 24, 2017
Lugen Family Office Proudly Supports AIP
The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.
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