What if you could grow your business by 20% to 100% and increase your profitability by 50% within the next 12 months?
This is not just a hypothetical question.
If you are ready to:
Discuss the GAP between where you are today and where you want to be honestly — so you can proceed with total confidence.
Determine the ‘life cycle” of your business so that you can begin to prepare for the inevitable next steps.
Design a powerful vision for your enterprise that will reignite YOUR passion and re-energize your team.
Ramp up every aspect of your operation – including marketing, branding, and culture - with innovations that will rapidly increase your net profitability.
Then you may be a candidate for the exclusive Consigliere program offered by Lugen Family Office, and its strategic network. Financial Advisors, Professionals, Insurance Specialists, Trust Officers, Bankers, Lawyers, Accountants, and other professionals often need a personal Strategy Coach to discuss ideas and resources to guide them to successfully implement their goals. Now, for a limited time only, you can get our amazing Consigliere program from leading experts for less than $10 per day. The following are areas that Lugen Family Office, and its Strategic Network, specialize in:
As a special introductory offer, Lugen Family Office has compiled some of the “top secrets of successful businesses and affluent families” in a unique and innovative virtual program. For the first time ever, you can now have private and confidential access to the following:
TWO - one on one, customized teleconferences each month (30 minutes each).
Access to unique Business Opportunities, Real Estate Opportunities, Alternative Investment Opportunities, and Philanthropic Strategies offered by our strategic network and Affluent Business families (these opportunities will ONLY be offered if a specific opportunity or strategy aligns with your stated Goals and Values). You will also be given access to Lugen Family Office’s private network to share your own opportunities if appropriate.
Direct collaboration with Lugen Family Office on your projects to build your business if appropriate (compensation to Lugen Family Office will be determined on a per project basis).
Thought Leader Teleconference Series - Weekly teleconferences with nationally renowned thought leaders and industry innovators in collaboration with the Purposeful Planning Institute.
Examples of Teleconferences This Year
Tuesday, January 8th at Noon ET (60 Minutes) – Estate Planning Through an Asset Protection Lens with Gideon Rothschild
Tuesday,January 15th at Noon ET (60 Minutes) – Running Successful Multi-Generational Family Meetings with Richard Orlando
Tuesday, January 22nd at Noon ET (60 Minutes) – This Thing Called the ESOP: What is it? And What Role Can It Play in Estate with Martin Staubus
Tuesday, January 29th at Noon ET (90 Minutes) – Axioms for Counseling Families in Business with Joe Paul
Tuesday, February 5th at Noon ET (60 Minutes) – What I Wish Dad Would Have Done Different: A Conversation with a Next-Gen Client
Tuesday, February 12th at Noon ET (60 Minutes) – The Path of Most Resistance with Moira Somers
Tuesday, February 19th at Noon ET (90 Minutes) – Affluence Intelligence:
Using the Affluence Intelligence Quotient (AIQ) to Help Set and Achieve Ambitious Financial and Personal Goals with Joan DiFuria & Stephen Goldbart
Tuesday, February 26th at Noon ET (60 Minutes) – Family Banks with Warner Babcock
Tuesday, March 5th at Noon ET (90 Minutes) – How Transformative Relationships Reward a Giving Spirit With Abundance with Carl Sheeler
Tuesday, March 12th at Noon ET (60 Minutes) – How to Defeat Daily Distractions Before They Derail Your Business with Paul Kingsman
Tuesday, March 19th at Noon ET (60 Minutes) – Philanthropic Passion Cards, Scott Farnsworth & Ryan Ponsford
Tuesday, March 26th at Noon ET (60 Minutes) – New Thinking, New Metrics & Transformational Leadership with Joy Poland & Paul Herman
Tuesday, April 2nd at Noon ET (90 Minutes) – Axioms for Counseling Families in Business, Joe Paul
Tuesday, April 9th at Noon ET (60 Minutes) – Client Centered Approaches to Planning, Timothy J. Belber
Tuesday, April 16th at Noon ET (60 Minutes) – Creating a Purposeful Client Experience, Josh Patrick
Tuesday, April 23rd at Noon ET (60 Minutes) – The Grateful Advisor, Gary Shunk
Tuesday, April 30th at Noon ET (60 Minutes) – The 7 Habits of Highly Effective Estate & Financial Advisors, Barry D. Epstein
Tuesday, May 7th at Noon ET (60 Minutes) – What I Learned at Beneficiary Bootcamp, a Purposeful Next-Gen Call Moderated by Kristin Keffeler
Tuesday, May 14th at Noon ET (60 Minutes) – Re-Ignite Your Spark and Help Your Clients Find Their Well Being! with Mark Workman
Tuesday, May 21st at Noon ET (60 Minutes) – Anticipating Client Life Events with John Comer
Tuesday, May 28th at Noon ET (60 Minutes) – Fresh Perspective on Stewardship with Courtney Pullen
Tuesday, June 4th at Noon ET (60 Minutes) - Financial Transitionist Training, Susan Bradley
Tuesday, June 11th at Noon ET (60 Minutes) - Trust Protectors and Fiduciary Powers, Philip Ruce
Tuesday, June 18th at Noon ET (60 Minutes) - A Preview of a Pre-Rendezvous Workshop: The Positive Power of the Purposeful Planning Process, Barbara A. Culver
Tuesday, June 25th at Noon ET (60 Minutes) - The Lifecycle of Wealth Advisory Firms: Lessons from Helping Families Partner with Wealth Advisors, Gregory T. Rogers and G. Scott Budge, Ph.D.
Tuesday, July 2nd at Noon ET (60 Minutes) – Fast and Slow Thinking in Client Conversations, Holly Thomas
Tuesday, July 9th at Noon ET (60 Minutes) – How Advisors Can Effectively Help a Business Owner Get Personally Ready for the Business Transition Process, Paul Cronin
Tuesday, July 16th at Noon ET (60 Minutes) – On Collaboration and Innovation, Ian McDermott
Tuesday, July 23rd at Noon ET (60 Minutes) – The Dirty Secrets of the Life Insurance Industry: How to Beat Insurance Companies at Their Own Game, Marc Pace
Tuesday, July 30th at Noon ET (60 Minutes) – Living Your Legacy Now, Barbara Shaiman
Access to the Online Library of Resources on collaboration, best practices for Legacy Families, the Keys of Purposeful Trusts™ and the Paradigms of Purposeful Planning through The Purposeful Planning Resource Center.
An invitation to the Annual Rendezvous by The Purposeful Planning Institute, a premier event that brings together thought leaders and industry innovators to collaborate and share best practices.
Access to Lugen Family Office’s Strategic Network where appropriate.
Access to two of the world’s largest private LinkedIn Groups in their categories, Building a Family Business Dynasty and the International Association of Advisors in Philanthropy. More importantly, your monthly teleconference coaching will show you how to utilize the vast resources within these Groups to help you achieve the results that you want.
Special discounted rates to other services provided by Lugen Family Office, and its Strategic Network, where available and appropriate.
Access to a Customized Resource Report on a quarterly basis to assist you with your 90 day goals.
Plus so much more since the program will be customized to YOUR specific needs.
Accountability is one of the greatest strengths of working with Lugen Family Office. Remember, it’s difficult to get a truly objective answers from yourself about your business, or even certain aspects of your life, but your Strategy Coach will always tell you the truth even if you don’t want to hear it. To benefit from this special offer, join today at the incredible price of $3,600 per year.
With years of successful experience that can provide valuable insight, Lugen Family Office, and/or its strategic network, will assist you with both long-term and short term goals and strategies for your personal, family, and business life in areas that you might have overlooked. You may be able to survive without a Strategy Coach, but it’s almost impossible to move from success to significance without one.
HAVE YOUR OWN PRIVATE STRATEGY COACH FOR LESS THAN $10 A DAY WITH THIS SPECIAL OFFER!
TAKE ADVANTAGE OF THIS AMAZING OPPORTUNITY BY REGISTERING TODAY!
WHAT PEOPLE ARE SAYING ABOUT ENZO CALAMO,
CEO of Lugen Family Office…
“There are few in the world of estate planning as committed to learning and teaching as Enzo. His prolific on-line presence and commitment to helping families manage more than wealth, is inspiring. Indeed, hIs commitment to understanding the interplay between wealth and family has earned him an international reputation as a bone fide thought leader on the subject. More than just a thinker, Enzo is a practitioner with unparalleled integrity.”
Tom Deans, Ph.D.
“I have worked with Enzo for 11 years. He is a very gifted individual. Enzo has been an inspiration to me and many others with his creativity and broad knowledge of the financial world, the philanthropy world, and too many other worlds to mention.
I love Enzo’s enthusiasm for every project he gets involved in. I contend that anyone who meets or works with Enzo will be better for the experience.
He is truly a Renaissance man for the 21st century!!”
Chris Jacob, President, Cadeau
“Enzo is one of the most passionate people I have ever met. He has an amazing vision for creating an opportunity where families can discover, communicate and sustain a lasting legacy across generations.”
Todd Fithian, President, The Legacy Companies
“Enzo is passionate about helping people. His technical knowledge and his ability to understand human issues is a rare combination that allows him to provide great value to his clients.”
Barry Van Steeg, Vice President Tax and Estate Planning at Owens MacFadyen Group
“Enzo is known for his excellent service and desire to do what is right for his client.”
Paul Reaburn, President & CEO, AEGON Canada
“Enzo has a unique combination of expertise, passion and innovative ideas. If you are looking for someone to work with that will challenge you traditional way of thinking and guide you to the next level then he would be an excellent choice.”
Mark Colgan, CFP
“Enzo Calamo has a passion for assisting families to preserve and grow not only their financial wealth but more importantly the four other dimensions of wealth: their human capital, intellectual capital, social capital and health and wellness capital. I have served with Enzo on the Board of the International Association of Advisors in Philanthropy. He works tirelessly and effectively. He is making a huge impact throughout the advisory world in helping us raise the awareness among serving professionals about the importance of Purposeful Planning. Thank you Enzo for all you do.” February 15, 2012
John A. Warnick, Treasurer and Board Member, International Association of Advisors In Philanthropy
“Enzo’s expertise, dedication to clients and energy for new projects are admirable. His abilities have been a great asset, and he is a real pleasure to work with.”
Gordon Rein, Director – UBC Sauder School of Business
“Working with Enzo Calamo I found him as a person with great wisdom and deep skills of solutions. Enzo Calamo is a intelligent, personable and creative business partner that cannot be overestimated. Result driven person with a great skill to analyze and summarize ideas. He has an extensive knowledge, and his open-minded approach is quite unique.” February 16, 2012
Adam Strominger, Director of Business Development, Planned Giving Design Center