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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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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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.

Enzo Calamo,
AIP Ambassador, Past President

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Legacy Resources

 
  • The History of our Universe by Big History Project

    Introduction to Thresholds of Increasing Complexity | Big History Project       Threshold 1: The Big Bang | Big History Project       Threshold 2: The Stars Light Up | Big History Project       Crash Course Big History: Stars & Galaxies       Threshold 3: New Chemical Elements | Big History Project       The Periodic Table: Crash Course Chemistry       Threshold 4: Earth & Solar System | Big History Project       Crash Course Big History: The Solar System & the Earth       What Was The Young Earth Like? | Big History Project       Threshold 5: Life on Earth Video | Big History Project       Mini Thresholds Of Life | Big History Project       Crash Course Big History: The Origin of Life       How We Proved An Asteroid Wiped Out The Dinosaurs from The Big History Project       Threshold 6: Humans and Collective Learning | Big History Project       Crash Course Big History: Human Evolution       Migrations and Technological Creativity | Big History Project       Threshold 7: Agriculture | Big History Project       Where and Why Did the First Cities and States Appear? | Big History Project       Why Did Civilizations Expand? | Big History Project       How Did the World Become Interconnected? | Big History Project       Threshold 8: The Modern Revolution | Big History Project       Coal, Steam, and The Industrial Revolution: Crash Course World History       How Did Change Accelerate? | Big History Project    

     
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  • 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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  • Frederic Kaplan: How I built an information time machine

    Frederic Kaplan: How I built an information time machine     Imagine if you could surf Facebook … from the Middle Ages. Well, it may not be as far off as it sounds. In a fun and interesting talk, researcher and engineer Frederic Kaplan shows off the Venice Time Machine, a project to digitize 80 kilometers of books to create a historical and geographical simulation of Venice across 1000 years. Frederic Kaplan seeks to digitize vast archives of historical information to make maps that move — through time. WHY YOU SHOULD LISTEN TO HIM?   Frederic Kaplan is the Digital Humanities Chair at Ecole Polytechnique Federale de Lausanne (EPFL) and the EPFL’s Digital Humanities Lab Director. Kaplan leads the lab in applying computation to humanities research. His latest project is the Venice Time Machine, a collaborative work archiving 80 kilometers of books from throughout 1000 years of Venetician history. The goal of the time machine is to create an information system which can be searched and mapped. Think of it as a Google Maps for time.   Kaplan holds a PhD in artificial intelligence from the University Paris VI. He lives in Switzerland.    

     
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  • Coming in September – The Ultimate Life

    Coming Soon – The Ultimate Life Ali Hillis returns to her role of Alexia in The Ultimate Life, the sequel to The Ultimate Gift. In the new movie, Jason and Alexia must decide where their relationship is headed in the midst of more Stevens’ family strife! See The Ultimate Life this September …

     
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  • One day your life will flash before your eyes. Make sure it is worth watching.

    One day your life will flash before your eyes. Make sure it is worth watching.

     
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  • Running a Family Business | Jo Macsween, Owner & Director at Macsween of Edinburgh

    Running a Family Business | Jo Macsween, Owner & Director at Macsween of Edinburgh Jo Macsween, Owner & Director at Macsween of Edinburgh, shares how collaborating with other business leaders in her Vistage group helped her to gain confidence in her decision making, improve her personal development and provided emotional support in order to grow the business and overcome any challenges along the way. “… When you work in a family business, as I have for 20 years, you have no external reference from having worked in another company, so it gives me access to other people that say keep going and especially when you’re a growing business, you just face challenges that you have no idea how to overcome, so by sharing it you get some insight into how to resolve the problem.”  

     
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  • Keeping it in the family business

    Keeping it in the family business There aren’t too many family owned businesses that successfully pass the company on from generation to generation. Then there is the Zerbini’s. This family’s life has been a circus for 250 years — that’s ten consecutive generations. 70 year old Tarzan Zerbini pitched the family big top on a patch of asphalt in the NE this week. The family patriarch spoke with the Herald’s Valerie Fortney about circus life, famous co-workers, animal rights activists and an all too revealing kiss from an elephant.  

     
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  • How you understand time determines your destiny?

    How you understand time determines your destiny? by Enzo Calamo Your time is your greatest asset! Whatever your age, you ONLY have a limited number of Birthdays, Christmas Holidays, and weekends. Furthermore, for Baby Boomers, most of these special days are in the past rather than in front of them. The biggest challenge that I encounter when talking with people is that they understand this concept of limited time but they only view time as linear. Linear time starts at birth and ends at death. Throughout history, time only keeps moving forward. As a result, for the majority of people, memories and regrets are located in the past while hopes and dreams are for the future. However, linear time is just one form of time. There are several other ways to view time which are much more beneficial and productive for your life. The following are just a few examples: PRESENT TIME: All that anyone can count upon is the current moment. Therefore, a better view of time management is non-linear. Either you DO something NOW or not! If you do not do something now, then you will NEVER do it, you must DELEGATE it to someone else to do it now, or you SCHEDULE the action for a future time. Furthermore, with the advances in technology today, you may be able to delegate your task to a system or process that will accomplish your objectives simultaneously as you do something else. CIRCULAR TIME: All of us are aware of the four seasons in the year but we ignore the life cycles in our lives. Just because something in your life is going well or not, it does not mean that it will continue the same way forever (this is a linear thought mentality). LEVERAGED TIME: By aligning your time, talents, and treasures to accomplish your life purposes, there is the ability to leverage your time to accomplish multiple goals at the same time. For example, if you use your money to bring in a housecleaner on the weekend, you can spend your time to workout, shop, or to do some other important task in your life. For most wealthy families that I work with at Lugen Family Office, understanding how leveraged time works is by far their most important advantage over the average person. I strongly recommend that you pay attention to how you view your time since your present choices are determining your destiny and your life story. As John Wooden said, “If you don’t have time to do it right, when will you have time to do it over?”

     
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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.

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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

Read Our Article on pp 16-17

 

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!

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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.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

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