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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.
- 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
- The 10 Highest-Earning Golfers Of All TimeApril 24, 2017
- LeBron James Doesn’t Want Endorsement Deals From Public Companies… And It’s A BRILLIANT Business MoveApril 24, 2017
- Bill and Melinda Gates receive Légion d’Honneur medalsApril 24, 2017
- Everything you need to know about Amber Heard, the actress who seems to be dating Elon MuskApril 24, 2017
- A wealth management veteran explains why understanding emotions is key to investingApril 23, 2017
- 15 habits of self-made millionaires, from a man who spent 5 years studying rich peopleApril 23, 2017
- Happiness expert shares the one key both philosophers and scientists agree is necessary to be happyApril 23, 2017
- Billionaire Larry Ellison teamed up with Robert De Niro and chef Nobu Matsuhisa to open a hotel where rooms start at $1,100 a nightApril 23, 2017
- 2 major new polls show Trump will conclude his first 100 days as the least popular president in modern historyApril 23, 2017
- Inside the 7 Most Luxurious Suites at SeaApril 23, 2017
- 10 Trips to Take Before It’s Too LateApril 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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