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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“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

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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

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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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  • Dow soars more than 400 points December 18, 2014
    Stocks soared for a second straight day with the Dow topping 400 points for the first time since November 2011 and the S&P 500 posting its biggest jump since January 2013. Leah Duncan reports.
  • Mixed reviews on Sony movie cut December 18, 2014
    Sony's controversial decision to cancel the release of "The Interview", is getting mixed reviews- some saying they had no choice- but others fearful of the broader consequences to hollywood. Bobbi Rebell reports.
  • EZ leaders grapple with economy, Russia December 18, 2014
    Ahead of the last summit of European leaders this year, German chancellor Angela Merkel warns there's no quick and simple fix to the euro zone crisis. The economy is top of a heavy agenda for the two-day meeting, as is the possibility of further sanctions against Russia. Joel Flynn reports.
  • I give Sony Pictures leadership a "D"-Mike Paul December 18, 2014
    Reputation consultant Mike Paul, President of Reputation Doctor LLC, says the current crisis at Sony is a failure of leadership, and a change is needed. Bobbi Rebell reports.
  • Breakingviews: Biotech bonanza December 18, 2014
    Robert Cyran and Reynolds Holding discuss Juno Therapeutics' IPO and the prospects for its cancer drug as well as other promising technologies in the booming sector.
 
 

Governance

 
  • 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 […]

     
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  • The 3rd Element of Planning by Rod Zeeb

    The 3rd Element of Planning by Rod Zeeb

      For centuries, “comprehensive planning” for most families has consisted of two elements: financial and estate planning. And for centuries, 90% of that planning has failed when measured by the objective of helping the family to retain both their family unity and their assets for more than two or three generations.   This is not a recent phenomena. Since ancient times, the majority of inheritance plans have failed. Two thousand years ago a Chinese scholar penned the adage: “fu bu guo san dai,” or “Wealth never survives three generations.” In thirteenth century England they said “Clogs to clogs in three generations,” and in nineteenth century America the expressions became “From shirtsleeves to shirtsleeves in three generations.” And, over 200 years ago, Adam Smith – of “specialization and division of labor” fame – summed it up in “The Wealth of Nations” when he said: “Riches, in spite of the most violent regulations of law to prevent their dissipation, very seldom remain long in the same family.”   The basic principles of most of the Inheritance Planning today were put in place by King Henry VIII nearly five hundred years ago   This three generation cycle is not news to financial and legal professionals.  Ask a room filled with advisors how many have seen families torn apart by issues surrounding money and inheritance, and you will see every hand shoot up. And yet, traditional, two-element planning continues to be the dominant framework within which most people prepare for their futures. (By the way, when we say ‘traditional,’ we mean it: the basic system of inheritance planning used in the Western world today is not much different than it was in 1540, when England’s King Henry VIII pushed his Statute of Wills through Parliament and set in motion many of the processes and procedures we use to this day!)   Change comes slowly in the world of planning. The most significant changes since the 16th century have come about in just the past quarter century. In the mid-1980’s, Bob Esperti and Renno Peterson formed the National Network of Estate Planning Attorneys with a goal to “Change how America Plans” to use Living Trusts and avoid probates in even modest estates.  Within 10 years, the Network had grown to over 1,500 members, and Living Trusts were becoming the norm in all estate plans. The National Network of Estate Planning Attorneys helped change the way America did its estate planning; which was a wonderful accomplishment.   But, they still did not transform how America plans.  That is the goal of heritage planning, and the increasing number of advisors, non-profit officers and educators around the world who are introducing the 3rd Element of Planning to their constituents.   Register Today for our Upcoming Counselling the Affluent Program!

     
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  • Lugen Family Office 2013 Speaker of the Year Award Winner – Tom Deans

    Lugen Family Office 2013 Speaker of the Year Award Winner – Tom Deans

    Tom Deans Understands Family Business Relationships Lugen Family Office is proud to select Tom Deans as the LFO 2013 Speaker of the Year Award Winner! Congrats Tom and keep up the great work.   Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth.   He now speaks on the international lecture circuit full time. Having delivered more than 500 speeches, he has built a reputation as a thought leader on the subject of intergenerational wealth transfer.   His lectures and books argue that family has emerged as the greatest economic driver of all time. But the question remains: How can wealth be transferred successfully without destroying the recipient and the wealth itself?   It is a question for the times, as the greatest generation of wealth creators move toward death in record numbers. Deans explores the idea that communication is crucial to the success of that transfer, and indeed to the success of individuals, families and communities.   The idea to write Willing Wisdom came from Tom watching his mother’s parents die. One death – his grandfather’s – was comparatively quick. His grandmother’s was a long and slow ten-year decline. Despite the significant wealth his grandparents left for family and charity, it is the conversations they shared that Tom thought about the most many years later. In the end, when it came down to their last breaths, only the care provided by Tom’s parents, not money or even the promise of money, could purchase the dignified death each experienced.   Tom is not sure when he first became curious about why our culture has lost its inquisitiveness about death and dying, but he does know, having delivered his keynote speech on transitioning family wealth to tens of thousands of people around the world, that this trend is worsening.   We live in a culture that is in awe of wealth and all that it can provide. We also live in a culture that finds it difficult to talk about and contemplate death. The two are inextricably connected.   Tom starts conversations, but rarely does he finish them, leaving that to readers and their families, friends and trusted advisors.   Willing Wisdom represents a return to the subject of his doctoral research, conducted in the US, Canada and the UK and first published in Charities and Government by Manchester University Press.   Tom lives in a forest in the beautiful Hockley Valley in Ontario, Canada, with his wife, two children and five dogs.   To Book Tom Deans as Your Keynote Speaker, Click here.

     
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  • John Mackey on Whole Foods, Conscious Capitalism, and Life Beyond the Profit Motive

    John Mackey on Whole Foods, Conscious Capitalism, and Life Beyond the Profit Motive   “I think the critics of capitalism have got it in this very small box – that it’s all about money,” explains John Mackey, co-founder and co-CEO of Whole Foods. “And yet, I haven’t found it be that way. I’ve known hundreds of entrepreneurs and with very few exceptions most of them did not start their businesses primarily to make money.” In “Conscious Capitalism: Liberating the Heroic Spirit of Business,” Mackey and his co-author, Raj Sisodia, make a case that businesses are at their best when reaching for a higher purpose that ranges far beyond any simplistic notions of the profit motive or self-interest. Reason’s Nick Gillespie sat down with Mackey to discuss his new book, the success of Whole Foods, the growing burden of government on day-to-day life, and how the Austin-based entrepreneur came to appreciate what he calls “the heroic spirit of business.”

     
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  • Lessons In Leadership – Episode 2 – Family Businesses

    Lessons In Leadership – Episode 2 – Family Businesses   When it comes to family-run businesses, there’s a common saying that the first generation creates a business, the second builds it and the third squanders it away. Is there any truth to that? Bloomberg TV India’s Mini Menon discusses how best family run businesses survive generations as she speaks to Professor John Davis, Senior Lecturer of Business Administration, Harvard Business School on Lessons In Leadership.  

     
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  • Let’s talk to each other

    Let’s talk to each other

     
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  • Integrity is choosing your thoughts and actions based upon values

    Integrity is choosing your thoughts and actions based upon values

     
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  • 7 Steps to develop Integrity in Business

    7 Steps to develop Integrity in Business

     
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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,400 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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Lugen Family Office Proudly Supports AIP

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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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AIP Ambassador, Past President

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  • Tom Petters Net Worth December 18, 2014
    Tom Petters Net Worth: Tom Petters is an American businessman who has a net worth of $50 thousand. Tom Petters was born in St. Cloud, Minnesota in July 1957. He was the chairman and CEO of Petters Group Worldwide but was convicted of massive business fraud in 2009. Petters is imprisoned at the United States […]
  • Martin Cummins Net Worth December 18, 2014
    Martin Cummins Net Worth: Martin Cummins is a Canadian actor who has a net worth of $500 thousand. Martin Cummins was born in North Delta, British Columbia, Canada in November 1969. Cummins is best known for his role as Ames White in the TV series Dark Angel. Martin studied at the Vancouver Actors Studio. He […]
  • Buddy Nielsen Net Worth December 18, 2014
    Buddy Nielsen Net Worth: Buddy Nielsen is an American singer and musician who has a net worth of $300 thousand. Buddy Nielsen is best known as the lead vocalist for the post-hardcore band Senses Fail. Senses Fail formed in 2002 in Ridgewood, New Jersey. Nielsen is the only original member of the band still remaining. […]
  • Donald Goines Net Worth December 18, 2014
    Donald Goines Net Worth: Donald Goines was an African-American writer who had a net worth of $500 thousand. Donald Goines was born in Detroit, Michigan in December 1936 and passed away in October 1974. Goines wrote urban fiction and his novels were greatly influenced by the work of Iceberg Slim. Goines lied about his age […]
  • Brooke Anderson Net Worth December 18, 2014
    Brooke Anderson Net Worth and salary: Brooke Anderson is an American television correspondent who has a net worth of $2 million. Brooke Anderson was born in Savannah, Georgia in May 1978. Anderson is a correspondent for Entertainment Tonight since 2013. She was formerly a co-host of The Insider and was a culture and entertainment anchor […]
 

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