Lugen Family Office works closely with our clients to meet your unique business development needs. When you don’t have the time to attend industry events or conferences, the ability to travel to other cities to promote your products or services, or simply need help with your wholesaling requirements, our family office is your ideal strategic partner.
TAP INTO OUR UNIQUE MARKETING PROCESS
1. Discovery Phase
In the discovery phase, we spend time with you to understand your business. Then we gather market intelligence from our various private capital sources to see if there is an appetite for your offering. Our team of experts will work with you to solidify your story as we receive feedback from prospective investors or lenders.
2. Due Diligence and Strategic Planning
Our family office experts will review your business model during our due diligence process. We will work closely with you to create the right approach for your target investors and lenders while providing constructive feedback on possible investment and operational structures.
3. Facilitation of Introductions and Project Management
Our private eco-system of UHNW families, other family offices, Exempt Market Dealers, IIROC and RIA firms, Portfolio Managers, Hedge Funds, Private Equity Firms, REITs, Lawyers, Professional Business Analysts, Accountants, Real Estate Firms, Investment Bankers, Merchant Bankers, Institutional Investors, and Trust Companies, allows our clients the best assess to the right investors and lenders.
For clients that want our direct involvement in their wholesaling process, Lugen Family Office will place one of our Managing Partners within your firm, or we will hire the appropriate candidate through our executive search services, to assist you with your marketing needs on a full time or part time basis.
Meet Leslie Toth – Managing Partner – Calgary Family Office
Leslie is the Managing Partner of our Calgary Family Office. Leslie has over 20 years of experience working in the financial industry, specializing in life insurance, living benefits, succession planning, and legacy planning, Leslie has trained and motivated hundreds of new agents and previously managed a very successful agency. Since 2006, Les has been an executive consultant to several small and medium size corporations on business development, sales and marketing, operations, risk management, and international relations. Les also has extensive experience in Artist Management, Nutraceuticals, Alternative Medicine, Cyber Security, Theft Management, and Real Estate Development.
Leslie was born and raised in Budapest Hungary. In his early career he worked as a sound engineer specializing in Concert Tour Production for some of the most prominent recording artists in Europe and North America. In the process Les and his wife Irene moved to Canada in 1989 and they are currently residing in Calgary where they are raising their two children.
Leslie is a member of the National Exempt Market Association. He holds his Exempt Securities Licence (IFSE), Life and Health Insurance licences (LLQP), B.Sc. of Electrical Engineering from Obuda University Budapest, and is a Certified Biofeedback Therapist (CBT).