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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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Management

 
  • Lindred Greer: Managing Conflict in Teams

    Lindred Greer: Managing Conflict in Teams

    Lindred Greer: Managing Conflict in Teams   Stanford Graduate School of Business Professor Lindred Greer gives tips for managing conflicts, which left unchecked, can go viral, hurt productivity, and create employee turnover.

     
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  • Arianna Huffington: How Stress Affects the Bottom Line

    Arianna Huffington: How Stress Affects the Bottom Line   Arianna Huffington, chair, president, and editor-in-chief of Huffington Post Media Group and author of Thrive, discusses how businesses can improve their bottom line by focusing on employee wellness. 

     
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  • Finding, and Rewarding, Your Best Customers – Peter Fader

    Finding, and Rewarding, Your Best Customers   Delta Air Lines’ recently announced decision to base frequent flyer rewards on dollars spent rather than miles traveled is a better, more customer-centric way to distribute product benefits, says Wharton marketing professor Peter Fader. When it comes to customer value, Fader notes, “one of the rubrics we celebrate is the notion of RMF — recency, frequency [and] monetary value. [It makes sense to] reward customers on that basis.” With just 4% of Delta’s customers accounting for 25% of revenues, the choice seems clear — if overdue — Fader explains. 

     
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  • The ‘X’ model of employee engagement: Maximum Satisfaction meets Maximum Contribution

    The ‘X’ model of employee engagement: Maximum Satisfaction meets Maximum Contribution   Employee Engagement can be a vague term. In this model, Blessing White details a specific and compelling model for articulating what Employee Engagement is – and what it means to the individual and the organization they work for. 

     
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  • Yves Morieux: As work gets more complex, 6 rules to simplify

    Yves Morieux: As work gets more complex, 6 rules to simplify     Why do people feel so miserable and disengaged at work? Because today’s businesses are increasingly and dizzyingly complex — and traditional pillars of management are obsolete, says Yves Morieux. So, he says, it falls to individual employees to navigate the rabbit’s warren of interdependencies. In this energetic talk, Morieux offers six rules for “smart simplicity.” (Rule One: Understand what your colleagues actually do.) BCG’s Yves Morieux researches how corporations can adapt to a modern and complex business landscape.   WHY YOU SHOULD LISTEN TO HIM?   Yves Morieux thinks deeply about what makes organizations work effectively. A senior partner in BCG’s Washington D.C. office and director of the BCG Institute for Organization, Morieux considers how overarching changes in structure can improve motivation for all who work there. His calls his approach “Smart Simplicity.” Using six key rules, it encourages employees to cooperate in order to solve long-term problems. It isn’t just about reducing costs and increasing profit — it’s about maximizing engagement through all levels of a company. Morieux has been featured in articles on organizational evolution in Harvard Business Review, The Economist,The Wall Street Journal, Fast Company and Le Monde.    

     
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  • Business Opportunity Ideas – How to Be a Businessman like Ray Kroc (McDonald’s)

    Business Opportunity Ideas – How to Be a Businessman like Ray Kroc (McDonald’s)

    Business Opportunity Ideas – How to Be a Businessman like Ray Kroc (McDonald’s) by Evan Carmichael   Evan Carmichael discusses how you can find your next big business opportunity like Ray Kroc from McDonald’s, one of the most recognized companies in the world.   “Luck is a dividend of sweat. The more you sweat, the luckier you get.” — Ray Kroc   Raymond “Ray” Albert Kroc (October 5, 1902 — January 14, 1984) was a Czech American businessman who took over the small-scale McDonald’s Corporation franchise in 1954 and built it into the most successful fast food operation in the world. Kroc was included in Time 100: The Most Important People of the Century, and amassed a $500 million fortune during his lifetime.   Action Item #1: Always Be On The Lookout For Opportunities   Most entrepreneurs don’t end up being successful with the product or service that they start with. There are always tweaks and changes that will happen once you start talking to customers and they tell you what they want. Your prospects and customers will lead you to many potential opportunities to grow your business – the key is to jump on those opportunities and take action.   In Ray Kroc’s own words: “The two most important requirements for major success are: first, being in the right place at the right time, and second, doing something about it.”   Kroc started out as a salesman for paper cups and his customers twice brought him to new business opportunities that he acted on. Sometimes this can mean selling a completely different product or service than you were offering before. Look at your current customers – are there hidden business opportunities you can develop with them or improvements to what you currently sell that can bring them more value and put more money in your bank account? If you’re always on the lookout for new opportunities to grow your business you will eventually find the one you can hit a home run with.   Action Item #2: You’re Only As Good As The People You Hire   As your business grows beyond yourself you’ll realize the importance of having a good team. They are the ones representing your company, making decisions every day, and talking to your customers. Having a good staff will make or break your ability to build a successful company beyond yourself.   To make sure he had the best team possible in the early stages of the business, Ray Kroc personally took charge of the entire hiring process. Once he had made the decision to bring someone on board the McDonald’s team, Kroc would give each and every one of them a badge with the title of Management Trainee. It didn’t matter what their actual job was; Kroc wanted every employee to feel valuable and like an important part of the team. Kroc would then tell his workers to think of a better way to do their job or of any improvements that could be […]

     
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  • Beyond Empowerment – Are We Ready for the Self-Managed organization?: Doug Kirkpatrick

    Beyond Empowerment – Are We Ready for the Self-Managed organization?: Doug Kirkpatrick

    Beyond Empowerment – Are We Ready for the Self-Managed organization?: Doug Kirkpatrick   Doug is a Northern California-based executive coach, organizational consultant, speaker, author and educator. He is the author of Beyond Empowerment: The Age of the Self-Managed Organization. An economics graduate of Pacific Lutheran University, he also holds a law degree from Willamette University College of Law and a Senior Professional in Human Resources designation (SPHR). He enjoys traveling to rough parts of the world and appreciates the perspective that he gains from it.  

     
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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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The #1 Family Office Newswire That Empowers Family Dynasties. Over 15,000 Complimentary Posts and growing rapidly with relevant topics!

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The #1 UHNW Real Estate Newswire for Luxury Homes and Commercial Real Estate. Check out the latest trends in real estate today with over 5,800 Complimentary posts.

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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 1,800 Complimentary posts. Learn what some of the greatest philanthropists in history believe about 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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