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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.
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.
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- Why You Should Plan To Sell Your Business NowDecember 5, 2016
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