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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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  • When Genius and Insanity Hold Hands | Ondi Timoner

    When Genius and Insanity Hold Hands | Ondi Timoner   The internet is a horror film starring all of us — will we step out of line and create something different? Ondi Timoner (two-time Sundance Grand Jury Prize winner) explores what happens when genius and insanity hold hands to create the impossible. In the future, 40% of jobs may be eliminated by technology — but were you working on your dream anyway?   Ondi Timoner has the rare distinction of winning the Grand Jury Prize at the Sundance Film Festival twice, for “Dig!” (2004) and “We Live in Public” (2009). She currently produces and hosts the only documentary talk show in the world, BYOD (Bring Your Own Doc), which has more than 150 episodes, and has created an online network for entrepreneurs, innovators and artists documenting the top thought-leaders and doers who use technology to disrupt old paradigms, called A Total Disruption.   Timoner has also directed numerous commercials for such clients as Ford, State Farm, the Clinton Foundation and many music videos for artists including Lucinda Williams, The Jonas Brothers, The Vines, OK Go and Fastball, which garnered her a Grammy nomination in 1998. She is a fellow of the Sundance Institute and the Tribeca All-Access Program, and has been a member of the Director’s Guild of America since 2006.

  • Understanding and Valuing Perspective by Tom Conway

    Understanding and Valuing Perspective by Tom Conway

      How does estate planning disconnect couples? Certainly there may be many issues where a husband and wife are on the same page. They may be happy with their marriage, with their current lifestyle, with the common friends they have, but when it comes to making an important decision within estate planning, they are not in alignment. Let’s look at some of the possible reasons for misalignment.   Different Assumptions related to Upbringing   Different family backgrounds influence the way people see life. Those who grow up in wealth are likely to see an expensive lifestyle as normal. Naturally, they would expect the same for their children. Many beliefs and attitudes grow out of early life experience.   Differing Values   Your values are the things that you believe are important in the way you live and work. They play a significant part in the the way you view life, generally determining your priorities. Whether you recognize them or not, they are there, and they are the measures you use to tell if your life is turning out the way you want it to.   Although it is challenging to examine how your emotions intersect with your thinking, this level of self-awareness is necessary to identify the values that motivate you. Once you recognize and acknowledge your values, you can make plans and decisions that honour them. Understanding each other’s values can easily help a couple come to agreement on decisions.   Differing Perspectives   Our perspective – the viewpoint we bring to any consideration – influences our perceptions. You have probably heard the expression, “Perception is reality.” We are satisfied that the way we see it is the way it is, and we are unwilling to entertain the thought that our view is distorted or incomplete.    Lack of understanding leads to loss of communication   When spouses don’t agree on certain topics, they often avoid the subject. This false peace can lead to devastating consequences in the future.   Pride   All of us deal with an internal nature that wants our own way.  We often feel that our way is the best and that if everyone would just do as we say, or believe as we believe, the world would be a much better place. This pride can cause us to become defensive when we are challenged. It can also lead to a closed mind.   The opposite of pride is humility. To be humble means to be willing to listen to thoughts and opinions of others with an open mind. It means being willing to submit your own ideas to the scrutiny of others. So many conflicts in life can be resolved if two people approach the issue with a listening ear and an attitude of humility.   So how can a couple resolve the issue of goal incongruity? Often they cannot do this alone. Their differences often bring on heated discussions that lead to anger, hurt feelings, shutting down by one spouse, and pain. An impartial […]

  • Why Talking To Little Kids Matters | Anne Fernald

    Why Talking To Little Kids Matters | Anne Fernald     For babies, good conversation is nourishment for the brain. Dr. Anne Fernald is the director of the Language Learning Lab of the Stanford Psychology Department and one of the world’s leading experts in infant-directed speech. In her TEDxMonterey talk she explains how the quality of our interactions with infants and young children effects their brain development for life.Anne Fernald is the Josephine Knotts Knowles Professor of Human Biology at Stanford University. As director of the Language Learning Lab in the Department of Psychology, she conducts experimental studies of language processing by infants and young children, as well as observational studies of parent-infant interaction. Fernald and her research team have developed sensitive measures of the time course of infants’ understanding as they learn to interpret language from moment to moment. In longitudinal studies with English- and Spanish-learning children from advantaged and disadvantaged families, this research reveals the vital role of early language experience in strengthening speech processing efficiency, which in turn facilitates language learning. Fernald is also conducting research in West Africa, examining speech to children in relation to language learning in rural villages in Senegal. A central goal of this research is to help parents understand that they play a crucial role in supporting children’s language growth – providing their infant with early linguistic nutrition and language exercise.

  • The Family Compass by Jerry Nuerge

    The Family Compass by Jerry Nuerge

    The Family Compass by Jerry Nuerge     Families often lack a compass for navigating through potential distractions. Most high net worth people believe that if they have signed all their trust documents and wills, they have taken care of their future. After all, their attorneys and CPAs have assured them that the maximum amount of financial assets will be transferred to their spouse and then to their children with as little loss to the tax man as possible. Unfortunately, research shows that only ten percent of financial assets make it to the fourth generation.   A family’s values are just as important as those of a corporation, but they receive far less attention. I have found it more beneficial to families to focus on three often ignored components that have the potential to extend a legacy indefinitely:   1) What are your values?   2) What virtues will we pursue?   3) What do we want our family story to be?   Collectively, these are family brand equity, the core of a family’s culture. The values define the family, the virtues build the family, and the story describes the family.     VALUES Rather than elevate whatever human values are currently in vogue in our culture, we identify our family’s values based on the evidence of our calendar and pocketbook.      VIRTUES Virtues are frequently underestimated in importance. Aristotle argued that substantial happiness and human flourishing could be grasped only through the virtues. King Solomon stated it this way: “My son, do not forget my teaching, but keep my commands in your heart, for they will prolong your life many years and bring you peace and prosperity. Let love and faithfulness never leave you.” (Proverbs 3:1-3)   The battle of morality is not so much about knowing what is right as it is doing what is right.      STORY The family story is a crucial component. Think of the family story as an ongoing stream of past, present, and future stories of family members woven together. These stories, infused with the family’s values and virtues, provide a sense of identity as well as motivation to not be the generation that weakens the heritage.     Imagine the priceless joy when family brand equity is the focal point of our transfers to the next generation! These assets empower families to live intentionally productive lives for multiple generations.       To learn more about the Center for Family Conversations and the new book, Unheritage, click here.         WHY YOU SHOULD LISTEN TO JERRY?     Jerry Nuerge is founder and owner of the Financial Independence Group. He is also the creator of the Wealth Integration and Transfer System™, the Generation Connection Process™, as well as the Revenue Retrieval System™. Jerry holds a BBA and MBA degree, holds the Chartered Advisor in Philanthropy (CAP), is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Certified Family Wealth Counselor (CFWC), and a Registered Investment Advisor (RIA). He […]

  • Digital Footprints | Michelle Clark

    Digital Footprints | Michelle Clark   In this talk, Michelle dives into the effects of our digital footprints, the impact they have on the user and the price we pay for global mapping.  Michelle Clark is an 11th grade US History and American Literature teacher. Michelle has won numerous accolades for competitive public speaking. Her most recent speaking engagement was at the 2014 USC Shoah Foundation Gala when Steven Spielberg presented President Barack Obama with the Ambassador for Humanity Award. 

  • Share Your Life – Cathey Armillas

    Share Your Life: Cathey Armillas   Cathey Armillas is known for giving her all in all she does. She stands as a living example that where you start in life doesn’t have to be your end. With rough beginnings, she learned at an early age that if you want something that is beyond your reach, you have to stand on your tippy toes and get it. Cathey applies her philosophy of Reciprocal Affinity, or more simply, “give love to get love” in both her life and career. Author of the popular book, The Unbreakable Rules of Marketing: 9 ½ Ways to Get People to Love You, Cathey runs PURA (for Promotions Using Reciprocal Affinity), a highly successful marketing firm that practices what she preaches. She speaks all over the world, spreading her message to multinational corporations, advertising and media agencies, down to small groups and non-profit organizations. Oh, and she can throw a mean fast pitch too. 

  • How Words Create Worlds – Sebastien Christian

    How Words Create Worlds: Sebastien Christian   If we can’t agree on the simple things, how can we possibly agree on complicated ones like democracy, rights, or religion? As entrepreneurial physicist, speech and language pathologist, and semanticist Sebastien Christian explains, all we have to do is destroy a table – or at least our definition of one.

  • Julian Treasure – How to speak so that people want to listen

    Julian Treasure: How to speak so that people want to listen   Have you ever felt like you’re talking, but nobody is listening? Here’s Julian Treasure to help you fix that. As the sound expert demonstrates some useful vocal exercises and shares tips on how to speak with empathy, he offers his vision for a sonorous world of listening and understanding. 


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