Lugen Family Office helps capture, preserve, and empower family and business legacies for multiple generations. We collaborate with affluent families and successful family businesses to help them move from success to significance.
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Our value proposition is simple…
- We utilize our proprietary Seven Generation Legacy Process to rapidly expand your capabilities, productivity, and profitability by adding innovative financial, business, health, and relationship resources to your family and business.
- We share the core principles used by other successful affluent families and profitable businesses so that you can quickly duplicate the results. However, all information is provided in a generic manner so that we can keep CONFIDENTIAL and SECURE all our clients private information and secrets.
- We help you build a championship team and culture, while saving you time and money, by tapping into our strategic partners.
- We enhance trust and productivity within your family and business by strengthening and aligning appropriate behaviours within your most important relationships.
- We customize our services and resources to meet your specific family and business needs.
- We keep your team focused on what you value rather than focussing on the value of what you own.
Our Unique Process:
Discovery: Identify and think about the problem
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
Creative Solutions: Think about the solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
Strategy Deployment: Implement the solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
Results Management: Manage the results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.Lugen Family Office is your strategic partner in bringing together world class experts, tacticians, and strategists, along with other appropriate resources, to inspire you to live your life with passion, productivity, profitability, and purpose.
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 high net-worth family
- Our process ensures that all advisors work together in a coordinated manner toward an integrated wealth strategy
- Combined purchasing power allows for reduced costs
- Investments and risk management are managed to preserve and grow the overall family net worth
Understanding The Legacy Pyramid
The foundation of the pyramid is “Financial Independence”. This is how much money you need for your own peace of mind so that you, and your loved ones, can do whatever you want, whenever you want, however you want, while living your dreams and fulfilling your life purpose. “Family Legacy”, the second level, is what you want to do for your family while you are alive or through your estate. The top level is your “Social Capital Legacy”, what you want to do for others to make the world a better place.
Therefore, it is critical to put first things first. By understanding your values and your dreams, we help you design your life so that Financial Independence is achievable. Then the question becomes how do you want to allocate your remaining resources, either while alive or at death, between enhancing family lifestyle, protecting your family’s future, and helping others to make a difference in the world. By collaborating with Lugen Family Office, you can now retain a strategic partner to guide you through these important life issues in a respectful and trustworthy manner.
“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