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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.
/ Center for Family Conversations, Communication, Estate Planning, Estate Planning - USA, Family Business, Family Business Dynamics, Family Business Governance, Family Meetings, Family Values, Governance, Importance of Language, Stewardship, True Wealth, Values, Wisdom
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 […]
Succession Planning for a Family Business
Ivan Lansberg on “Ambidextrous Leadership” Ivan Lansberg contends that effective leadership of a family enterprise requires a skill set which has not been adequately described in the business literature. More specifically, he notes that leaders in a family enterprise are required to attend to the leadership needs of both the enterprise and the family. The enterprise needs the leader to lead, for example, the process of succession, while the family needs the leader to lead, for example, the nurturing and development of the next generation, the support of elderly parents, and the planning of family events. Most leaders are better at leading either the enterprise or the family, but few are naturally inclined in both areas. Lansberg calls for family enterprise leaders to become “ambidextrous leaders” — to build their skills in both arenas. This can allow the family enterprise to take advantage of the paradoxes of a family enterprise and turn these potentially confounding ambiguities into strategic advantages.
/ Character, Choices, Coaching, Collaboration, Communication, Communication, Consequences, Conversation, Crisis, Culture, Failure, Family Meetings, Family Values, Importance of Language, Integrity, Leadership, Parenting, Quotes, Social Capital, Social Networks, Stress, Team, Trust, Values, Wisdom
/ Ambition, Aspirations, Attitude, Behaviour Economics, Beliefs, Business Values, CEO, Character, Choices, Collaboration, Communication, Communication, Consequences, Conversation, Courage, Crisis, Education, Entrepreneur, Failure, Family, Family Business, Family Meetings, Family Values, Fear, Game Changers, Goals, Human Capital, Humanity, Ideas, Importance of Language, Leadership, Learning, Management, Mentoring, Pain, Parenting, Philosophy, Problems, Quotes, Regrets, Social Capital, Social Networks, Starting a Business, Strategic Planning, Success, Team, The Secret, Visionary, Wisdom
/ Appreciation, Attitude, Behaviour Economics, Beliefs, Character, Coaching, Collaboration, Communication, Communication, Conversation, Culture, Education, Family, Family Meetings, Family Values, Friendship, Game Changers, Importance of Language, Leadership, Learning, Listening, Mentoring, Parenting, Philosophy, Productivity, Self Awareness, Social Capital, Social Networks, Stories, Talent Management, Team, Visionary, Well Being
Narrative Humility: Sayantani DasGupta Sayantani is a physican and writer, originally trained in pediatrics and public health, who is a faculty member in the Master’s Program in Narrative Medicine at Columbia University and the Graduate Program in Health Advocacy at Sarah Lawrence College. Sayantani teaches courses on illness and disability memoir, and narrative, health and social justice. She is a widely published and nationally recognized speaker on issues of narrative, health care, race, gender and medical education, and in 2012 was featured in Oprah Magazine in an article on Narrative Medicine – which she describes as the clinical and scholarly movement to find health care’s lost art of story-telling and story listening. She is the co-author of The Demon Slayers and Other Stories: Bengali Folktales, the author of a memoir about her education at Johns Hopkins, Her Own Medicine: A Woman’s Journey from Student to Doctor, and the co-editor of an award winning collection of women’s illness narratives, Stories of Illness and Healing: Women Write their Bodies. Stories have always been at the heart of health and healing. Before fancy imaging equipment or lab tests in their metaphorical black bags, they had the ability to be present, to witness another human being’s life and death, suffering and joy. Narrative medicine is the clinical and scholarly movement to find health care’s lost art of storytelling and story listening. A narrative understanding of health care honors the ancient, storied heart of healing, while teaching those responding to stories—clinicians, therapists, family members, and advocates—how to go about the art of witnessing. Witnessing stories from a position of Narrative Humility acknowledges that stories of the ill are not objects in which to become ‘competent’ or master, but rather, dynamic entities that for healers to approach and engage with, while simultaneously remaining open to their ambiguity and contradiction, and engaging in constant self-evaluation and self-critique about issues like the witnesses role in the story, expectations of the story, responsibilities to the story, and identifications with the story. Narrative humility is a philosophy of listening which holds potential beyond health care as well, in any situation where more powerful individuals engage with stories of those who are socially, culturally or politically less powerful. It acknowledges that the listener — be that a clinician, reporter, policy maker, or teacher — must willingly place herself in a position of some transparency. The witness must not only see, but be seen, and by doing so, enable herself to see even more clearly.
/ Achievement, Ambition, Aspirations, Attitude, Behaviour Economics, Beliefs, Branding, Business Values, CEO, Change, Choices, Coaching, Collaboration, College, Communication, Communication, Confidence, Conversation, Courage, Creativity and Business, Culture, Destiny, Dynasties, Education, Employee Engagement, Entrepreneur, Evolution, Family Business, Family Meetings, Family Values, Friendship, Game Changers, Goals, Hope, Human Capital, Human Resources, Ideas, Imagination, Importance of Language, Innovation, Inspiration, Leadership, Learning, Management, Marketing, Meaning and Purpose, Mentoring, Mission, Motivation, Parenting, Passion, Philosophy, Power of Intention, Preserverance, Productivity, Purpose, Quotes, Resources For Professionals, Respect, Sales, Self Awareness, Self Esteem, Significance, Social Capital, Social Networks, Starting a Business, Stewardship, Strategic Planning, Success, The Secret, Values, Visionary, Well Being, Willpower, Winning, Wisdom
Simplicity is the key to brilliance – Bruce Lee
/ Attitude, Behaviour Economics, Beliefs, CEO, Character, Choices, Coaching, Collaboration, Communication, Communication, Conversation, Culture, Education, Ego, Emotions, Employee Engagement, Entrepreneur, Ethics, Family, Family Business, Family Business Dynamics, Family Meetings, Family Values, Friendship, Game Changers, Governance, Human Resources, Importance of Language, Inspiration, Leadership, Management, Mentoring, Mind Body, Motivation, Non family members, Parenting, Philosophy, Productivity, Quotes, Resources For Professionals, Respect, Self Awareness, Social Capital, Social Networks, Starting a Business, Talent Management, Values, Visionary, Well Being, Wisdom
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.
- A record number of Americans are now millionaires, new study showsMarch 25, 2017
- The healthcare industry is starting to turn on itself as pressure over drug prices heats upMarch 25, 2017
- GOLDMAN SACHS: Another oil glut is coming in 2018March 25, 2017
- CREDIT SUISSE: Here are the ‘danger signals’ for a stock market top that we’re watching | 03/22/17 | Markets InsiderMarch 25, 2017
- The World’s 50 Greatest Leaders 2017March 25, 2017
- Rupert Murdoch reportedly sold $125 million in Theranos stock for just $1March 25, 2017
- Bitcoin tumbles below $1,000March 25, 2017
- One chart shows the huge amount of money Apple is spending to buy its own stockMarch 25, 2017
- The US government’s laptop ban is now in effect — here’s what we know so farMarch 25, 2017
- Ivanka Trump’s new White House position could be an ethical minefieldMarch 25, 2017
- NBA Great Yao Ming Is Making a Big Impact with His Latest VentureMarch 24, 2017
- Omega’s Latest Seamaster Planet Ocean Is Dressed in Blue Ceramic for the First TimeMarch 24, 2017
- Porsche Design’s Monobloc Actuator Rewrites the Rules of Chronograph DesignMarch 24, 2017
- The Largest Diamond in North America Hits the RoadMarch 24, 2017
- Bryant Park Grill Offers a Rare Pappy Van Winkle DinnerMarch 24, 2017
- 4 of the Best New Women’s Watches on Display at Baselworld 2017March 24, 2017
- Woman Claims Ex-Husband Donated Funds To University That Belong To HerMarch 24, 2017
- The Story Of Huang Guangyu, Former Richest Man In China, Now Prisoner In Chinese JailMarch 24, 2017
- How Tom & Judy Love Turned The Crippling 1970s Fuel Crisis Into A Multi Billion Dollar Travel EmpireMarch 24, 2017
- If ‘Beauty And The Beast’ Makes Enough Money, Emma Watson Will Score Up To $15 MillionMarch 24, 2017
- Las Pozas: The “Surrealist Xanadu” Playground Built By A Millionaire In The Mexican JungleMarch 24, 2017
- Charter Communications CEO Tom Rutledge Made $98.5 Million Last YearMarch 24, 2017
- The 10 Most Valuable NBA Teams This YearMarch 24, 2017
- The Richest People In The U.S. Right NowMarch 24, 2017
- VIDEO: A Preview of Billionaire’s Giving IssueMarch 24, 2017
- Inside The World’s Most Innovative Cruise ShipMarch 24, 2017
- Seven of the World’s Best Club SandwichesMarch 24, 2017
- David Beckham’s Former Ferrari Spider Goes On SaleMarch 24, 2017
- Trump earned $67M in real estate royalties in ’05March 24, 2017
- Hong Kong billionaires rake it in, despite efforts to cool marketMarch 24, 2017
- Here’s where California real estate players ranked on Forbes’ billionaires listMarch 24, 2017
- 20 Weird Things We’ve Learned About Bill GatesMarch 23, 2017
- Austin’s richest ranks high on new Forbes list of world’s billionairesMarch 23, 2017
- Bay Area tech leaders dominate the top of Forbes’ 31st Annual World’s Billionaires list. – San Francisco Business TimesMarch 23, 2017
- Forbes: Newest member of the billionaires club? Papa JohnMarch 23, 2017
- Youngest billionaires: How did they make their money?March 23, 2017
- The Billionaire Sports Team Owners Almanac 2017March 23, 2017
- It’s The Best Time To Buy These REITs Since 2009March 23, 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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