By collaborating with Lugen Family Office, you can align your family and business with a values based multi-family office. Access our unique Seven Generation Legacy Process, best of class resources, and our global network of highly respected strategic partners to fulfill your life purpose and leave a positive legacy. Contact us today to learn how Lugen Family Office can help you on your journey from success to significance.
Our value proposition is simple…
- We utilize our proprietary methodology to rapidly expand your personal, family, and business capabilities.
- We share core principles utilized within our network of UHNW families and multi-generational businesses so that you can duplicate positive results quickly.
- We work with your existing team of advisors, while tapping into the strengths of Lugen Family Office’s network, so that you can save time and money while achieving your goals in a timely, efficient, and effective manner.
- We enhance communication and productivity among your family members, business colleagues, and professionals by discovering, and re-aligning, everyone’s unique abilities so that behaviours are appropriate for achieving your tactical and strategic plans.
- We customize our services and resources to meet your specific family and business needs.
Our Family Office Is Designed To Meet Your Needs
There is not just one definition of a family office. A family office can be a single-family office or a multi-family office. A single-family office supports only one family while a multi-family office supports at least two families. As Lugen Family Office is an independent multi-family office, we realize that each family and business is unique. Therefore, we utilize an innovative process to customize our family office to meet your specific needs, so that you can effectively operate like a Single Family Office for your family and business. Some examples of how Lugen Family Office can assist your family and business:
1) Multi-Generational Family Office
The Benefits That We Provide:
Our Seven Generation Legacy Process will allow you to:
- Align your current financial affairs with your most important values
- Empower your wealth over multiple generations while utilizing each family member’s unique abilities
- Access strategic advice in response to life events and economic, market or legislative changes
- Gain confidence that your wealth transition will be achieved as you intended
- Engage an active partner in helping you to prepare your heirs for life with wealth
- Have peace of mind that the transition of your wealth and decision-making will occur responsibly and as you intended
2) Family Business Office
For those business families that require business succession, governance, and guidance on all financial and ownership matters.
The Benefits That We Provide:
By collaborating with Lugen Family Office, you will:
- Have confidence that we will work alongside your existing management, and your other professionals, to meet your goals
- Educate various family members to understand your family ownership structures
- Gain access to Lugen Family Office’s network of experts on business, family, and culture issues
- Better manage any family conflicts through a support team that will help you address the most important life events
- Train the next generation so as to empower your family business for multiple generations
3) Wealth Family Office
The Benefits That We Provide:
By partnering with Lugen Family Office, we help you integrate your assets with wealth management, tax, estate planning, and cash flow planning to achieve your goals. Our family office will help you:
- Review and organize your financial affairs to assist you with major financial decisions
- Gain access to well established third party money managers to assist you with your investment portfolio
- Have peace of mind that your assets will never be held within Lugen Family Office. You will always remain in control or your own assets. Only if necessary, your investments may be held at large financial institutions as your custodian
4) Philanthropic Family Office
The Benefits That We Provide:
An integrated plan that meets your philanthropic intent while best serving the current and future needs of your family and business. You will:
- Have access to our strategic network of experts that specialize in philanthropy
- Work with knowledgeable advisors to facilitate communication across beneficiaries
- Gain confidence that your philanthropic dollars are making a difference
How Do You Engage Lugen Family Office?
As simple as 1, 2, 3:
Tell us your story and your desired results. Everything that you discuss with Lugen Family Office will be private and confidential.
Whatever projects that we agree to work on together will be clearly identified in a Letter of Understanding.
Establish your own Virtual Family Office within LFO by retaining us with an Engagement Agreement.
At Lugen Family Office, we understand that collaboration requires strong relationships. In order for your virtual family office to be successful, the following core principles are the foundation of our work together:
1) Honesty about the known facts
2) Open Communication between approved parties on a per project and task basis
3) Respect of all parties involved in achieving your outcomes
4) Willingness to listen to others’ opinions
5) All final decisions with be made by you alone as you are accountable for your own personal life, family, wealth, business, and life purpose.
What Are Some Of The Services That Our Family Office Provides?
Most plans begin and end with numbers. Our multi family office begins by discovering what is important to you! Lugen Family Office, and our strategic network, then collaborate with you, and your existing team, to empower your life story in a manner that pursues your most important goals, dreams, and desires. As a result, our innovative and holistic Family Office model reduces your costs, saves you time, and addresses the core needs of you, your family, and your business!
Our multi-family office offers a variety of services such as wealth planning, asset management, asset performance monitoring, private equity, commercial lending, charity services, tax and legal services, and risk management. These services are either offered in-house or Lugen Family Office cooperates with trusted strategic external partners. Our family office can also offer to organize your private jet, provide advanced insurance solutions, or help you invest in private equity or real estate. Other services may be added according to your personal needs. But in the end every service comes at an agreed upon price. More information about the variety of services offered by our family office can be found below.
Ultimately it is you who decides exactly how our multi-family office will serve you and your family. Our family office can facilitate your relationship with money managers, private bankers, investment bankers, or even merchant bankers. It is therefore important for you that you find one family office will focus focus on the services that interest you most.
Get a Private and Confidential Second Opinion
Lugen Family Office is the most trusted Consigliere to several ultra high net worth family businesses. Using our innovative Seven Generation Legacy Process, family businesses can now build trust, improve communication, gain clarity on important leadership issues, and train the next generation with their own private and confidential Consigliere. Succession planning, business transition planning, business exit planning, business financing, business expansion, mergers and acquisitions, and leadership coaching are now within your reach through Lugen Family Office’s strategic network.
Lugen Family Office’s Canadian HQ – Vancouver, British Columbia
You may have a “private banker” but your own private Family Office provides you with so much more! Tap into our strategic network of Ultra High Net Worth families, investment bankers, hedge funds, money managers, family offices, private equity firms, family businesses, and real estate investment firms today to expand your investments and private equity options.
In today’s society, it is common to think that estate planning, or succession planning, are the only ways to protect your financial wealth for future generations. However, as Thich Nhat Hanh reminds us:
“If you look deeply into the palm of your hand, you will see your parents and all generations of your ancestors. All of them are alive in this moment. Each is present in your body. You are the continuation of each of these people.”
With the Seven Generation Legacy Process, our goal is to help you take a long term perspective of at least 200 years.
To learn more about our unique Legacy Planning Approach, Click here
Benefits of the Lugen Family Office Approach…
- Advice is provided with a complete understanding of how specific objectives align with family values
- Services are provided to the entire ultra high net-worth family
- Our process ensures that all advisors work together in a coordinated manner toward your goals and dreams based upon your core values.
- Investments and risk management are managed as part of your True Wealth so that you can preserve and grow your overall family net worth.
- Save time and money through a coordinated project management approach that is based upon collaboration with your existing team PLUS access to our Strategic Network where appropriate.
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