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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.

To learn more, click here....

 

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.

To learn more, click here

 

CNN Financial News

U.S. ends TARP with $15.3 billion profitRead full story for latest details. [...]

Unilever lays an egg: Drops Just Mayo lawsuitUnilever takes its mayonnaise very seriously. But this time, the global food giant appears to have e [...]

It's time for disruptive tech firms to grow upRead full story for latest details. [...]

How to pick the best dividend stocksInvesting in dividend stocks can be a powerful and effective strategy to obtain superior returns ove [...]

Source: Hackers send new message to SonyThe hackers behind a devastating cyberattack at Sony Pictures have sent a new message to executives [...]

Friday LinksRead full story for latest details. [...]

All I want for Christmas: BoobsOn the first day of Christmas, my true love gave to me ... two breast implants, a tummy tuck and a r [...]

 

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

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 [...]

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 [...]

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. [...]

The 2014 tax breaks you'll be able to takeCongress waited until the last minute to decide what to do with a slew of expired tax breaks. They e [...]

Re-gifting is fine... if you follow these rulesEtiquette experts say re-gifting is generally considered acceptable, as long as you follow these rul [...]

Toyota has best value: Consumer ReportsRead 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

NEW YORK (Reuters) - U.S. stocks were little changed on Friday, after the Federal Reserve's mos [...]

WASHINGTON (Reuters) - U.S. authorities were expected to announce on Friday that investigators had d [...]

WASHINGTON (Reuters) - The United States closed out its last big investment taken on during a 2008 b [...]

TORONTO (Reuters) - BlackBerry Ltd on Friday reported a bigger-than-expected drop in third-quarter r [...]

(Reuters) - A U.S. judge has cleared the way for consumers to sue Target Corp over the retailer [...]

MOSCOW (Reuters) - Russia's lower house of parliament hastily approved a draft law on Friday th [...]

(Reuters) - The Federal Reserve is creating "unacceptable" downside risks to U.S. inflatio [...]

 

Reuters Economy News

NEW YORK (Reuters) - U.S. stocks were little changed on Friday, after the Federal Reserve's mos [...]

LONDON/NEW YORK (Reuters) - Equity markets worldwide extended the week's rally on Friday, and o [...]

NEW YORK (Reuters) - The U.S. dollar rose against major currencies for a third straight session on F [...]

NEW YORK (Reuters) - Bond giant Pacific Investment Management Co said on Friday that it expects the [...]

MOSCOW (Reuters) - Russia's ruble strengthened on Friday after Finance Minister Anton Siluanov [...]

 

Reuters Business Video

European stocks follow their US and Asian peers higher and higher as the traditional end-of-year [...]

All eyes may have been on the rouble this week, but Nigeria is suffering its own currency crisis. Th [...]

Ramin Nakisa, strategist-global asset allocation at UBS Investment Bank, says that global demand for [...]

Festive spirit grips EU leaders as they wrap up their summit a day early with key agreements on a ne [...]

Hackers, moviegoers react to Sony's decision to cancel the release of the movie "The Inter [...]

Japan will release several economic indicators and Bank of Japan Governor Kuroda gives a Christmas d [...]

The Bank of Japan closes 2014 with its last policy meeting without a change in policy, but pressures [...]

 
 

True Wealth

 
  • 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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  • Buffett on technology replacing jobs

    Buffett on technology replacing jobs   Warren Buffett explains why he thinks it’s progress to have technology replacing human jobs, but acknowledges that people who are left behind need support. 

     
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  • The Third Metric for Success – Arianna Huffington – Thrive

    The Third Metric for Success   A fall caused by exhaustion led Arianna Huffington, founder of The Huffington Post, on a journey toward redefining success. The result is her new book, Thrive. 

     
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  • Tycoon Playbook Review

    Tycoon Playbook Review

    Tycoon Playbook Review   As a recent IRS report on America’s wealthiest proves, the surest way to becoming rich has always been and still is by building your own business. There are two basic approaches to building a business. One way is to focus on finding the home run product or service to build a single company around. The other way is to focus on accumulating many businesses over time. The first variation requires far more luck considering just how many failures there are relative to successes. The second variation is a simple numbers game based on the reality that once you have a system and team in place for acquisitions, you will have far more winners than losers over the long run.   This second path is often referred to as the PacMan strategy because you use your company to gobble up other companies. It’s the most proven path to billionaire status.   As with most things in life, the basic concept is simple while the devil is in the details. This is where the Playbook truly shines. The three month course reverse engineers the acquisitions strategy employed by tycoons and billionaires who made their fortunes through wheeling and dealing in businesses. Then it breaks down this complex topic into easy to understand and follow action steps. Equally importantly, it also shows you how to avoid the minefields. This is not a course built on dry academic theory.   The creator of the course worked for many years helping entrepreneurs and mini-tycoons to buy and sell businesses. In addition, he has also spent decades studying how they got started in the game and built their empires. As a result, the Playbook is rich in examples of actionable steps taken by tycoons to not only get going but to get it right.   What are the key rewards of the course in my opinion?   First, if you’re thinking that becoming wealthy requires an element of good luck in addition to work and perseverance, you are absolutely correct. The course reveals how you can maximize your luck if we agree that luck is a matter of being in the right place at the right time. It does so by having the second learning module reveal how insiders spot emerging opportunities well before the masses do. The eighth module teaches you how to take a calculated risk by revealing the do-able deal test for acquisition opportunities. Once you have digested these two lessons your ability to do successful acquisitions increases dramatically.   A second reward of the Playbook is in how it takes a complex subject such as acquisition finance, which intimidates most people, breaks it down into its constituent parts, and lists the many options you have available for buying a business. You need not be a mathematical genius to understand how tycoons acquire control of businesses. By the end of the financing section you will feel like an up and coming Kirk Kerkorian.   A third reward in taking […]

     
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  • Wealth by Design: Kevin Talma

    Wealth by Design: Kevin Talma

    “Wealth by Design”: Kevin Talma   Kevin grew up in Barbados in the sixties and seventies when there was unprecedented change happening to the environment which affected him profoundly and he always wondered why development had to destroy the nature he loved. These observations and interest in art and environment led him to the field of landscape architecture. Kevin has been practicing landscape architecture since 1988 apprenticing in California, Hawaii, Italy and Barbados before establishing Talma Mill Studios in 1990. Kevin’s passions include art, the environment, water sports, percussion music, travel and family all of which inform his practice of landscape architecture. Kevin holds a Master of Landscape Architecture.  

     
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  • A Faith Based Economic Worldview

    Part One – The Ideal Economy To learn more, click here.    Part Two – What Goes Wrong To learn more, click here.   Part Three – Why It Goes Wrong To learn more, click here.    Part Four – Principled Reasoning To learn more, click here.    Part Five – Investment Decision Making To learn more, click here.    Part Six – Global Economy and Investment Markets To learn more, click here. 

     
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  • Trying to be happy by accumulating possessions is like trying to satisfy hunger by taping sandwiches all over your body

    Trying to be happy by accumulating possessions is like trying to satisfy hunger by taping sandwiches all over your body

     
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  • Your family is priceless

    Your family is priceless

     
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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.

Read the latest news

 

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!

Read the latest news

 

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!

Read the latest news

 

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!

Read the latest news

 

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

 

Celebrity Net Worth

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Donald Goines Net Worth: Donald Goines was an African-American writer who had a net worth of $500 th [...]

Brooke Anderson Net Worth and salary: Brooke Anderson is an American television correspondent who ha [...]

Jeanne Beker Net Worth: Jeanne Beker is a Canadian television personality, fashion designer, author, [...]

Andrew McFarlane Net Worth: Andrew McFarlane is an American actor and former model who has a net wor [...]

 

Reuters Wealth News

NEW YORK (Reuters) - It sounds like the usual setup for a knock-knock joke: Who is the best-selling [...]

SHANGHAI (Reuters) - China on Friday set up its first insurance fund for its $2.1 trillion trust ind [...]

LOUISVILLE, Ky (Reuters) - Louisville, Kentucky officials on Thursday approved an increase to the ci [...]

SEATTLE (Reuters) - Washington state Governor Jay Inslee on Thursday proposed a new tax on capital g [...]

NEW YORK (Reuters) - Investors in U.S.-based funds pulled $831 million out of emerging market stock [...]

NEW YORK (Reuters) - Investors in U.S.-based funds pulled $831 million out of emerging market stock [...]

NEW YORK (Reuters) - John Clendening, the former co-head of Charles Schwab Corp's retail broker [...]

 

MarketWatch Personal Finance

The oil market, a sliding ruble and Sony Pictures led the news, writes Phil van Doorn. [...]

Travel gets more mobile and more personalized in the new year. [...]

A new bill would enable you to pay a surcharge until your estate is sold, writes Diana Furchtgott-Ro [...]

Saving $500 a year isn’t a concern for a wealthy owner of a $100,000 car, writes Tim Mullaney. [...]

Your home and auto insurance rates can be subject to events you may never have known occurred. [...]

The selloff in oil prices is causing sharp losses among Wall Street’s biggest names, like billionair [...]

Connoisseurs of brown spirits are paying heed to Japan. [...]

 

MarketWatch Top Stories

The U.S. stock market ended a turbulent week, which was punctuated with collapse of the ruble, gyrat [...]

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

Heating oil is losing market share to natural gas, electricity and other sources. [...]

President Barack Obama criticized Sony Pictures Friday for pulling a movie out of theaters in respon [...]

The Federal Communications Commission proposed new regulations that would treat online video service [...]

When is price-checking often a waste of time, and when will it yield you real savings? [...]

The dollar trades at its highest level against the yen in a week Friday as the Bank of Japan reaffir [...]

 

MarketWatch Pulse

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 [...]

WASHINGTON (MarketWatch) -- A Russian investment fund called the Marshall Capital Fund was among a g [...]

NEW YORK (MarketWatch) -- Staples Inc. provided on Friday an update to the findings of its investiga [...]

NEW YORK (MarketWatch) -- The U.S. stock market ended a turbulent week with the biggest weekly gain [...]

WASHINGTON (MarketWatch) -- In a statement, Philadelphia Fed President Charles Plosser explained why [...]

NEW YORK (MarketWatch) -- ImmunoGen's stock plunged to a more than four-year low in very-active [...]

 
 
 
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