Our service begins at that point in time when we are formally invited into a person’s life. Lugen Family Office, and its strategic network, help individuals, families, professionals, and businesses take advantage of their most important opportunities while reducing, or eliminating, the associated risks. Our proprietary Gracious Living process has created positive results that build confidence within our client families and with their professionals.
Lugen Family Office has created an easy to use platform for our clients to use that allows access to our inter-disciplinary network PLUS our other personal, family, wealth, legacy, health, and business resources.
Check out our core services below:
Are you tired of paying high fees to professionals simply because you are wealthy? Are you worried about how trustworthy the advice you are getting is from salespeople? Do you wonder if there is a more cost effective approach to managing your wealth?
Lugen Family Office offers a NEW Values Based Approach which revolutionizes the Family Office concept by reducing costs, saving time, and addressing the unique needs of family businesses, executives, Board of Directors, professionals, families, and others….Click here.
Lugen Family Office is the most trusted Consigliere to affluent family businesses. Using our innovative Gracious Living Journey, family businesses can now build trust, improve communication, gain clarity on important leadership issues, and train the the next generation with their own confidential Consigliere. Succession planning, business transition planning, business exit planning, business financing, business expansion, mergers and acquisitions, and leadership coaching is now within your reach through Lugen Family Office….Click Here.
Like any business, a Philanthropist, Donor, Charity, or Foundation needs a vision, mission, and a strategic plan. If you’re just starting, Lugen Family Office will help you form a vision for your giving. If you’re a mature, well-established philanthropist or non-profit organization, it may be time to take a critical look at your stated mission, processes, communication strategies, guidelines, and objectives to ensure that your core mission continues to reflect your values. Or, you may need help designing and implementing a specific project or program within your mission….Click Here.
Lugen Family Office can help you coordinate a successful and productive Conference, family meeting, executive retreat, or Training Program. With access to Lugen Family Office and our Strategic Network, depending on their availability, you can now easily arrange exceptional meetings and training programs on numerous health, wealth, and relationship topics using our world class speakers….Click here.
- Lugen Family Office is a Values Based Expert Network Firm for Affluent Families and Successful Businesses (lugenfamilyoffice.com)
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- Dan Gilbert: The surprising science of happiness (lugenfamilyoffice.com)