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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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CNN Financial News

Billionaire CEO raps 2014 holiday greetingCarlyle Group CEO David Rubenstein is a master deal maker in Washington, Wall Street and beyond, but [...]

BitTorrent to release 'The Interview'?BitTorrent, the same file-sharing network used to distribute hacked Sony documents and emails, says [...]

Thank you Sony! Cybersecurity stocks soarThe massive Sony hack may have killed "The Interview," but it's breathing new life in [...]

How UPS and FedEx battle bad weatherSanta had Rudolph's red nose. UPS and FedEx keep up with a stable of meteorologists. [...]

Rich Russians buy U.K. investor visas in record numbersWealthy Russians are buying their way into the U.K. in record numbers as the economy at home sours a [...]

All Sony wants to Christmas is ...The anonymous hackers that attacked Sony Pictures have alluded to a twisted "Christmas gift [...]

Bruce Willis' favorite Russian bank collapsesRussia's financial crisis has defeated Bruce Willis. His favorite Russian bank has just collaps [...]

 

CNN Small Business News

Unilever lays an egg: Drops Just Mayo lawsuitUnilever sued Hampton Creek over its egg-free mayonnaise spread Just Mayo. But the company behind Be [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

Reddit cofounder: The next Google is one visa away from leaving U.S.Read full story for latest details. [...]

The heart of the Internet has been hackedICANN, the all-powerful but little-known organization that administers global website domain names, [...]

Oprah-approved startup raises $6.25 millionNews startup The Skimm announced a new round of funding, 1 million active readers, and plans to expa [...]

Cow farmers get high-tech tracking appBrazilian startup BovControl is turning cows into data with a mobile app. [...]

Google Ventures: less Ubers, more health careThe venture capital investment arm of the tech giant has quadrupled its funding of life sciences and [...]

 

CNN Money News

Union retirees: Don't cut my pensionRetired union workers could see their pensions cut under a controversial new law, but many say they [...]

Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- wheth [...]

Top 1%: What they made, what they paidRead full story for latest details. [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You still have time, but not much. Here's t [...]

Payday lenders throw millions at powerful politicians to get their wayPayday lenders are spending millions of dollars in Washington in an attempt to get powerful politici [...]

Mortgage rates hit a new low for the yearAmid falling gas prices and investor nervousness, the average rate for a 30-year fixed-rate loan fel [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

 

Reuters Business News

(Reuters) - Struggling American Apparel Inc, which fired controversial Chief Executive Dov Charney l [...]

NEW YORK (Reuters) - U.S. stocks were modestly higher on Monday, after the benchmark S&P 500 not [...]

WASHINGTON (Reuters) - The French firm Alstom SA has pleaded guilty and will pay $772 million in cri [...]

MOSCOW (Reuters) - Russia's government has pushed the country into an economic crisis by not ta [...]

WASHINGTON (Reuters) - U.S. home resales tumbled to a six-month low in November after two straight m [...]

(Reuters) - General Motors Co has received 104 claims for compensation for ignition switch defects i [...]

LONDON (Reuters) - Global regulators have outlined measures to ensure capital held by banks does not [...]

 

Reuters Economy News

WASHINGTON (Reuters) - The recent drop in oil prices should persist, helping to boost global economi [...]

OTTAWA, (Reuters) - Canada's budget deficit rose to C$3.21 billion ($2.75 billion) in October f [...]

WASHINGTON (Reuters) - U.S. home resales tumbled to a six-month low in November after two straight m [...]

NEW YORK (Reuters) - U.S. stocks were modestly higher on Monday, after the benchmark S&P 500 not [...]

BRUSSELS (Reuters) - Euro zone consumer confidence edged 0.6 points higher in December, a flash esti [...]

 

Reuters Business Video

UPS faces its busiest delivery day in history on Monday. An analyst says, it and FedEx are better pr [...]

The international Bank of Somalia has become the first lender in the Horn of Africa nation to handle [...]

2014 held ups and downs for Japan's economy with a sales tax hike, a fluctuating currency and s [...]

President Barack Obama, in a CNN interview, says he does not consider the cyber attack on Sony which [...]

Stocks modestly extend gains post a massive two-day rally. Leah Duncan reports. [...]

Comments from Federal Reserve chair Janet Yellen spurred a Santa Claus rally this week, analysts see [...]

John Manley, chief equity strategist at Wells Fargo Advantage Funds sees the Dow hitting the 18,000 [...]

 
 

Importance of Language

 
  • The power of conversations | Zeenat Rahman

    The power of conversations | Zeenat Rahman   We’re more than just the labels we wear and the titles that we have. About the impact of different types of conversation. On how conversation can change yourself, young people and diplomacy.   Zeenat Rahman works as U.S. Secretary of State, John Kerry’s Special Adviser on Global Youth Issues. Her focus has been to incorporate youth voices into critical debates that help shape global affairs. She collaborates with over 50 Youth Councils scattered all over the globe with achieve a positive development for the world’s youth. She speaks about the importance of youth leadership in promoting civic engagement and harmony between diverse communities. During Zeenat Rahman career, she has been active to promote leadership and interfaith dialogue in down-town Chicago.

     
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  • 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 Power of Yes and the Wisdom of No – Jose Gerald Suarez

    The Power of Yes and the Wisdom of No: Jose Gerald Suarez   In this empowering talk, Dr. Suarez explores the importance of the value of attainment-based thinking. He encourages his audience to focus on saying “yes” what they do want, rather than focusing on saying “no” to what they don’t want, arguing that it’s the only way to move forward. What do you want to say “yes” to?

     
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  • 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.

     
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  • Andrew Solomon: How the worst moments in our lives make us who we are

    Andrew Solomon: How the worst moments in our lives make us who we are   Writer Andrew Solomon has spent his career telling stories of the hardships of others. Now he turns inward, bringing us into a childhood of struggle, while also spinning tales of the courageous people he’s met in the years since. In a moving, heartfelt and at times downright funny talk, Solomon gives a powerful call to action to forge meaning from our biggest struggles.  

     
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  • The Magic of Words: What We Speak Is What We Create: Andrew Bennett

    The Magic of Words: What We Speak Is What We Create: Andrew Bennett   Andrew Bennett is a Transformational Magician. He began his career as Ross Perot’s personal assistant and for over three decades he has been a leadership consultant and coach to organizations of all shapes and sizes around the world. A member of The Magic Circle, the oldest and most prestigious society of magicians in the world, Andrew uses magic to enable leaders to simplify and accelerate organizational transformation.  

     
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  • The Most Dangerous Four-Letter Word: Dick Simon

    The Most Dangerous Four-Letter Word: Dick Simon   The word THEM has the destructive power to enslave entire continents, wage wars, and commit genocides. THEM impacts personal relationships as well as geopolitical conflicts. This talk will inspire you to get past THEM and recognize that the ‘other’ has its own narrative, history, and perspective. With this insight, conflicts are resolvable and our human interactions are richer and more nuanced. Dick Simon is a serial entrepreneur, passionate photographer and has spent the past twelve years traveling throughout conflict regions of the world, including North Korea, Iran, Syria, Israel/Palestine, Cuba and others, learning about and combating the most dangerous four-letter word in the English language, THEM.     

     
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  • Needs: What’s Real & What’s Aspirational by Dr. Bill DeMarco

    Needs: What’s Real & What’s Aspirational by Dr. Bill DeMarco

    Values, History and Folklore, are the core elements of culture at a point in time.  They are our link to our personal past…handed down to us by all those who came before us. This is true of our ethnic culture, our tribal culture, our national culture, our religious culture, and our personal culture, to name just a few.   Since we are the link to our past, we are caretakers of something precious as we hand it down to future generations.  Since culture is a living thing, it does change over time, but ever so slowly.  Just think about it; there is some behavioral mannerism, belief, perception that you got from an ancestor who lived a hundred or many hundreds of years ago.  To use a modern expression, “You are Connected”.  There really is nothing new under the sun, other than our choice of what we will do with our cultural inheritance.  Since culture is a living phenomenon, we will make our choices and then pass the culture on to future generations, along with our contributions.  That is the way it is and that is the way it will continue to be. Image 1: DeMarco Culture Model © 2003 Dr. Bill DeMarco All of this gets us back to our discussion of Values.   I described Values as “the unique blend of perceived Needs, Beliefs, and Attitudes that live in the behaviour of most members of a society”.   Needs are one of three segments of the Values element of my Culture Model (Image 1).  Needs, along with Beliefs and Attitudes, taken separately and in their interaction, make up our unique Values proposition. Within a cultural context, Needs are similar to what Abraham Maslow (Image 2) describes as the fundamental requirements for survival, safety and belonging. They have everything to do with the necessities of the human condition, and nothing to do with a luxury car in the garage, a kitchen with granite counter tops, and two weeks in Saint Kitts! The latter, at the extreme end, has more to do with our image of “Esteem”.     Image 2: Maslow’s Hierarchy of Needs     Maslow’s work linked Needs to motivation.  While his groundbreaking work is still challenged by some, I find his conclusions compelling.  Satisfying individual and group needs at the three basic levels in the above image greatly facilitates our ability to incorporate our Beliefs into our Values system. Remember I wrote earlier that if we want to know what our real values are, look at our behaviour and not our words.  There is a strong link between our ability to survive and our ability to put our Beliefs into action.   Here is a simple exercise that can help identify our real personal needs. It involves reading and reflecting on the bottom three categories of Maslow’s Hierarchy of Needs (Image 2).  Then make a list of what those Needs look like in your life.  Put that under a category labeled “Needs”.  Everything else that comes to mind, put under a category labeled “Wants”.  […]

     
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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 6,500 Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD CURATOR ON BUSINESS FOR SCOOP.IT!

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,500 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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Follow Enzo on LinkedIn

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Top 1% of LinkedIn Connectors in the World

 

Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,300 Posts On Key Factors To Build A Profitable and Sustainable Business!

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Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,100 posts. 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.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

Twitter Widget

 

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Reuters Wealth News

(Reuters) - A former Wells Fargo Advisors broker in Chico, California, has been permanently barred f [...]

MOSCOW (Reuters) - Russia's top oil producer Rosneft said on Monday that a deal to acquire an o [...]

NEW YORK - In the few days left between now and year-end, when you're buying last-minute holida [...]

LOS ANGELES (Reuters) - Financial aid filing season starts right after the New Year's holiday a [...]

FRANKFURT (Reuters) - The world's biggest bond investor Pacific Investment Management Co (Pimco [...]

(Reuters) - A former securities arbitration official's wrongful termination suit against the Fi [...]

(Reuters) - The biggest investor in Meredith Whitney's hedge fund has demanded his money back a [...]

 

MarketWatch Personal Finance

The allure of private plane travel is strong thanks to how uncomfortable both the airport and flying [...]

I’ve noticed an element of competition creeping into our gift-giving over the years. Should I up my [...]

These stinkers will almost surely be lower a year from now, writes Jeff Reeves. [...]

Solid companies have been sold to be used solely as write-offs, and you can gain from that, says Mic [...]

Everyone makes mistakes with money. Avoid these financial blunders at any stage of life. [...]

Small-cap stocks tend to perform better than large-caps from late December through the second week o [...]

Your research may tell you that some companies have been unfairly punished, writes Phil van Doorn. [...]

 

MarketWatch Top Stories

In the frenzied, hash-tagging world of Twitter, it’s always good to have a few go-to tweeters, who h [...]

They run the gamut from heavy-metal-inspired altbier to Nutcracker ale, writes Jason Notte. [...]

Most Asian stocks rise Monday, taking their cues from greater stability in crude oil prices and the [...]

China’s top securities regulator is investigating possible stock-price manipulation amid the recent [...]

Avon’s $135 million settlement in a bribery case highlights the irrationality of the Foreign Corrupt [...]

In London, luxurious—and multilevel—basements have become a way that the wealthy can add more space [...]

The dollar rises against the yen, but declines against most other major currencies on Monday amid su [...]

 

MarketWatch Pulse

HONG KONG (MarketWatch) -- Hong Kong stocks opened higher on Monday, poised to rise for a third day [...]

HONG KONG (MarketWatch) -- Japan stocks inched up Monday morning, heading for a fourth straight day [...]

WASHINGTON (MarketWatch) - No National Football League team will relocate to Los Angeles in 2015, ac [...]

WASHINGTON (MarketWatch) - The Environmental Protection Agency on Friday issued new federal rules fo [...]

NEW YORK (MarketWatch) -- The number of investors betting that the U.S. dollar will strengthen again [...]

SAN FRANCISCO (MarketWatch) -- News Corp said Friday it had acquired BigDecisions.com in India for u [...]

NEW YORK (MarketWatch) -- Walgreen Co. said on Friday that it plans to withdraw its stock from listi [...]

 
 
 
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