GL#02 BC Lugen Nov11

Start With A Conversation


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, or “LFO” as it is affectionately known, can help you on your journey from success to significance. Your journey begins with a confidential conversation on how we can help you.



Our value proposition is simple…


  1. We utilize our proprietary methodology to rapidly expand your personal, family, and business vision and capabilities.
  2. We share core principles utilized within our network of UHNW families and multi-generational businesses so that you can duplicate positive results quickly. 
  3. 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. 
  4. 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.
  5. 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 family office, we realize that each family and business is unique so we offer customized family office solutions to meet your specific needs. Some examples of how Lugen Family Office can assist your family and business:


1) Organizing and Operating Your Single Family Office

For those UHNW families, typically worth $250 million plus,  seeking to empower a family dynasty.

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) Be part of our Multi Family Office Network

For those wealthy families, typically worth $100 million plus, who seek a “Chief Legacy Officer” to oversee and manage all of their true wealth.

The Benefits That We Provide:

By partnering with Lugen Family Office, we help you integrate your values and 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. We take a holistic approach to values based planning.
  • Gain access to well established third party money managers to assist you with your investment portfolio
  • Learn about our private off market deals
  • Have peace of mind that your assets will never be held within Lugen Family Office. You will always remain in control of your own assets or your investments may be held with independent third party custodians. 


3) Take your business to the next level with a Business Family Office

For those business families, typically with a business EBITDA of $5 million plus, 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


4) Create your own private and confidential Virtual Family Office

For those caring HNW families, typically worth $25 million plus, whose lives revolve around legacy planning and helping others.

The Benefits That We Provide:

A project per project approach with the intent of 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 your area of interest
  • Work with knowledgeable advisors to facilitate communication across beneficiaries
  • Gain confidence that your time, talents, and treasures 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. 


gold two

Whatever projects that we agree to work on together will be clearly identified in a Letter of Understanding.


Gold Three

Establish your own Single Family Office, Join our Multi Family Office, or Create 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 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?



Happy family looking at an elderly man giving a gift his grandson

Create A Lasting Legacy With Your Own Family Office – Moving From Success To Significance

Family Office Services


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 family office offers a variety of services such as wealth planning, asset management, asset performance monitoring, facilitating private equity and debt financing, philanthropic coaching, tax and legal services, and risk management. These services are either offered in-house or Lugen Family Office cooperates with trusted strategic external partners. 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 family office will serve you and your family. Our family office can facilitate your relationship with other family offices, money managers, private bankers, investment bankers, merchant bankers or even institutional investors. 

To learn more about our Family Office Services, Click Here



Business Consulting

Get a Private and Confidential Second Opinion


Lugen Family Office is the most trusted family enterprise consultant to several ultra high net worth family businesses. 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 and our private strategic network.



To learn more about our Family Business Consulting Services, Click here.






Wealth Management Services


You may have a “private banker” but having 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 financing options.



To learn more about our Private Wealth Management Services, Click here.



To learn more about our Confidential Real Estate Consulting Services, Click here.



To learn more about our Alternative Investments Programs, Click here.



To learn more about our Private Financing Services, Click here.




Legacy Planning


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 150 years.


To learn more about our unique Legacy Planning Approach, Click here





Benefits of the Lugen Family Office Approach…


  • Advice is provided with an understanding of how specific objectives align with your family values
  • Services are offered to your 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 treated as an integral component 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 our unique collaboration model. 



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