Understanding your needs and providing the right solutions

 

Lugen Family Office works closely with our strategic network to provide highly personalized family office services, private banking, and investment management services to our clients. Our private eco-system provides our clients access to an integrated team of financial planning, tax and estate experts, accountants and lawyers.

 

Deliverables available through our strategic network include:

  • Tax compliance (tax return preparation – personal, corporate, trusts, foundations)
  • Financial reporting (financial statements)
  • Financial support functions (budget planning, cash flow statements, bank liaison)
  • Transaction tax structuring (M&A activity, investments or insurance planning)
  • Investments – quarterly consolidated reporting
  • Financial/ Net worth / Liquidity / Probate -annual reporting
  • A detailed estate plan
  • Wills, trusts, Letter of Wishes and Alter Ego Trusts – set up and periodic review
  • Planning for protection of assets or operations
  • Credit proofing vis-à-vis inheritance, etc. (i.e. “happiness agreements”)
  • A detailed Succession Plan, including use of Family Trusts
  • Assess liquidity required to meet estate obligations and options thereof
  • Governance structuring –building a family charter/constitution
  • Assist founder/family in designing a philanthropic plan
  • Research best alternative for implementation of a Private Foundation:
    • Donor advised fund via Public Foundation;
    • Donor advised fund via bank set-up;
    • Independent Private Foundation set-up via canadagives.ca
    • Independent Private Foundation set-up via use of “shell” foundation
    • Assess alternatives for testamentary gift funding
  • Ability to function as the alter-ego of our clients when they are unavailable (strong relationships with other third party advisors);
  • Coordinate mail/communication between clients’ various residences or if client is outside Canada for an extended period of time
  • Support re particular investments/expenditures –jet broker, car broker, kids allowance
  • Support re healthcare management including selection of advisors and insurance products
  • Ability to play “bad cop” for any circumstance surrounding a clients’ well-being

 

 

 

 

Featured Strategic Network:

 

 

 

Manulife Private Wealth

 

Wealth Banking

 

Manulife Private Wealth defines wealth banking as the strategic management of an individual’s net worth. But what does that mean to you? It means your private banker, as your steward, will manage your personal balance sheet hand-in-hand with Lugen Family Office to help ensure your current and future requirements are met. It means access to personalized credit solutions that allow you to take advantage of opportunities when they arise. If you are a business owner, it also means access to commercial lending facilities and other important services.

 

DEPOSITS

Premium deposit services including “all in one” accounts allowing you to:

  • Maximize convenience and flexibility
  • Create efficiency and effectiveness in cash management

 

LEVERAGE

 

Credit is a strategic resource. Manulife Private Wealth is your partner to implement strategies, such as risk management, to achieve your goals. Solutions may include:

  • Professional practice financing
  • New construction financing
  • Specialty financing

 

Investment Management

 

Goals-based investment management

Manulife Private Wealth investment management approach is unique because it is focused on individual goals and objectives. Wealth preservation, income generation and strong after-tax returns are often top priorities for affluent Canadians. As clients are multi-dimensional, we do not define you by a single asset mix, risk profile, or investment policy. Manulife Private Wealth and Lugen Family Office will work closely with you to determine an appropriate investment strategy for each of your goals. Manulife Private Wealth builds personalized portfolios leveraging the strength and depth of our institutional asset management team, with our vast network of investment professionals located around the world.

Pooled Assets

 

Available Asset Classes

  • Canadian Equity
  • U.S. Equity
  • International Equity
  • Manulife Index Funds
  • Emerging Markets Equity
  • Global Real Estate Equity
  • Global Infrastructure Equity
  • Canadian Fixed Income
  • Global Fixed Income
  • High Yield Fixed Income
  • Floating Rate Fixed Income

 

Seperately Managed Accounts*

 

  • Canadian Equity
  • U.S. Equity
  • International Equity
  • Emerging Markets Equity

*Manulife Asset Management and third party investment managers

Institutional Offerings:

Manulife Asset Management provides expertise in:

  • Real estate
  • Timber
  • Agriculture
  • Other

 

Wealth and Estate Services

Your situation is unique. Manulife Private Wealth, along with Lugen Family Office, believes in being here for you and your family now, and in the future. Whether your goal is to generate income, create a legacy for your heirs or optimize your business assets, you need an experienced team that can handle complex challenges. As your needs change, our network of professional experts is available to help growth and protect your wealth. In addition to Lugen Family Office, the advisory team at Manulife Private Wealth may include:

  • Our internal Tax and Estate Group with extensive experience developing strategies for affluent clients
  • Our Capital Markets Group offering private client advisory services where required
  • Access to an extensive referral network for specialized expertise as needed

 


 

To Learn More About Our Private Wealth Management Services, Contact Us Now

 

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