Lugen Family Office understands what makes family and closely held businesses unique and different from publicly held companies. We provide solutions for both the family and the business. Our family office, and our strategic network, take a unique, collaborative approach that focuses on the balance of interpersonal, operational, and financial issues to help family and closely held businesses achieve breakthrough success.

 

 

To learn more about how we can help your family business, please contact us today.

 
 

Featured Strategic Network Expert – Tom Deans, Ph.D.

 

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Intergenerational Wealth Expert

 

and 

 

Lugen Family Office’s

 

 

2015 Speaker of the Year Award Winner

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Lugen Family Office and Tom Deans have partnered to provide exceptional training to entrepreneurs, franchise owners, established family businesses, financial service providers, professional firms, associations, and next generation heirs. Thomas Deans Ph.D., the president of Détente Financial Corp, is Lugen Family Office’s training partner to provide leading edge family business wealth strategies to our clients through seminars sponsored by Lugen Family Office’s professional network and financial service providers.
 
 

By combining humour and his experience as a President of a multinational family corporation, Tom has shown thousands of people how simple it is for family businesses to succeed at generating and protecting their hard earned wealth.
 
 

In addition to being President of a large family business for almost a decade, Tom has worked in banking, government relations, been President of a railway, holds patents, and has chaired a federal government committee on tax credits. His varied career is reflected in his fresh approach to family business.  His best selling books,  Every Family’s Business and Willing Wisdom, are a must read for every family business.
 
Three generations of Tom’s family have founded, operated and sold their private and publicly traded companies for a combined value exceeding $100 million. This “start” and “sell” approach has profoundly shaped his unique view of family businesses.
 
Tom has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times.  A frequent guest on CBC, MoneyLine and BNN, Deans is a highly sought after international public speaker on succession planning, wealth management, and philanthropic giving. Tom lives in the Hockley Valley, Ontario with his wife Laurie, daughter Jordan, son Nathan and three dogs.

 

 

Hire Tom to Speak to Your Family Business Clients

 
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Giving children the keys to the family business instead of having them purchase controlling shares can destroy wealth and family relationships with blinding speed. Many family businesses come to the end of their productive life but instead of selling them and deriving at least some value, owners pass them to the next generation. It’s difficult to change or sell a gift, so the kids, in the spirit of preserving family reputation, legacy and pride, often preside over the failure of the business and are rewarded with the shame and blame for its demise.
 
Having successfully run his father’s business and helped sell it at the peak of its market value before the market crash in early 2007, Tom has emerged as a leading global expert on family business dynamics.
 
As the most in-demand family business speaker in North America, Tom is constantly meeting business owners and families who lament not hearing his message years earlier.
There has never been a better time to read Tom’s book and hear his urgent message. The result of poor succession planning is almost always lost wealth and family feuding.
Protect your business-owner clients by learning how to take them through Tom’s 12 Questions to prepare them to sell their business – to their children or to someone else.

 

Speaker Topics

 

How do you begin a client conversation about succession planning?

 

Tom is an international best-selling author and award-winning speaker. He is neither a business consultant nor is he licensed to sell financial products. His sole focus is providing advisors with training, tools and a new perspective to help families protect and transfer their wealth. His insights are direct, poignant and timely.
 
With Tom’s help, your clients will understand that their family and their protected wealth is their true legacy, not their business. This understanding will open the door for you to position your most appropriate services and products.
 

Learn to walk your clients

 

through building

a business succession plan

 

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Tom speaks to groups of business advisors and guides them through the 12 Common Sense Questions from Every Family’s Business. The questions lay the foundation for a viable succession plan. Tom’s three-hour Advisor Training workshop will give advisors the knowledge and confidence to walk their clients through the planning process.
 
Tom will teach youhow to help business owners start conversations with family about the sale of their business, building client goodwill, trust and confidence.

Family Business Facilitation What’s In Your Exit Plan?

 

This “must experience” exit-planning facilitation is guaranteed to leave a lasting impression on participants and equip them to take concrete steps to work with their advisor to transition the business and protect generational wealth and family relationships.
 
Tom Deans PhD facilitations seek answers to the 12 questions aimed at protecting family business wealth revealed in his international best-selling book, Every Family’s Business. The answers form a family blueprint to assist a controlling shareholder with his/her exit.

Business Owners Want to Talk…

 

Help Start the Conversation

Tom knows that business owners are relieved to hear the solution to a problem that is an emotional quagmire. He has seen first-hand how leaving succession planning too late – until a family member has a health crisis or dies – can destroy family wealth and relationships, almost always in that order.
 
Few speakers can shake things up and get business owners thinking about succession planning like Tom. He’ll help you start conversations with your clients and, in turn, start conversations between clients and their families, conversations he knows from experience they would otherwise avoid.
Tom draws on his considerable experience as a fourth-generation family business owner to bring a completely new and timely message to aging business owners – who will need the proceeds from the sale of their business to fund their long retirements.
 
Wealth managers, lawyers, accountants and insurance professionals all have family business clients who need Tom’s help. Hire Tom to speak to business owners or advisors.

 

Know the Risks to Your Industry and Franchise

 

Tom has spoken to a wide range of industry associations, customizing his message to highlight industry-specific trends and challenges.
 
When business owners fail to communicate with their families and implement thoughtful transition plans, wealth destruction is inevitable. This loss is avoidable if associations and franchisors play a leadership role in educating their members.
 

 

Will risks and trends in your industry affect family wealth and the overall success of your industry or franchise? A business’s biggest liability is an owner with no succession plan.
 
Learn about the dangers of thinking that naming a beneficiary is the same as having a true transition plan.
 

Don’t Just Survive Retirement

 
When business succession planning goes bad for a family, it goes bad for the business’s association, franchisor and industry.
Why not help your members and franchisees implement smooth ownership transitions?

 

Many business owners have family working for them but haven’t talked about ownership change. Confusing management succession with ownership succession can have a devastating effect when the controlling shareholder suffers a health crisis or dies, especially when family members don’t actually want to own the business.

 

Tom’s keynote speech is a powerful tool to get business owners talking and planning for inevitable life events.

 

When There Is No Family to Take Over

 

Many business owners mistakenly assume that theirs is not a family business if their children or spouse aren’t working in it. But if the owner is incapacitated or dies, family may be required to step in, run the business and potentially become the beneficiary of the business.
Tom’s keynote speech takes a look at the practical steps that associations and franchisors can take to help their members and franchisees avoid putting family members into positions where they will likely fail.

 

A Convention Speech Perfect for Spouses

 

No one pays a higher price for business succession planning gone awry than a surviving spouse. Tom’s keen awareness of this fact is what makes him such an engaging and relevant speaker at industry association and franchise events. Indeed, Tom’s keynote is perfect for the entire family.

 

The current generation of aging business owners will live much longer than their parents did. This fact is seriously affecting modern succession plans. Today, the idea that 95-year-old business owners will maintain control while their 70-year-old children manage the business is already proving problematic. With business owners living longer, it is common for three and sometimes four generations to be working in a business at the same time. This new dynamic is creating profound new challenges and leading many to destroy their wealth and family relationships.

 

When business owners embrace the idea that businesses are meant to be sold in an orderly way, succession plans become effortless. Hire Tom to speak at your next convention or industry event and introduce your member firms or franchisees to a refreshing new message on a subject as old as business itself.

 

Help Protect Wealth and Family Relationships

 

Willing Wisdom

 

Hire Dr. Tom Deans to Speak to Your Clients, Donors, or Employees

 

Over the next 20 years North Americans will inherit $8 Trillion. Award winning speaker and international best-selling author Dr. Tom Deans explains how this unprecedented wealth transfer will transform lives, culture and the country itself.

 

Thought provoking and contrarian, he inspires his audiences to cast an eye forward to their own future as both beneficiaries and benefactors. By beginning with the end in mind, he makes a powerful case for audiences, regardless of their wealth, to live extraordinary and purposeful lives in the service of others.

 

“LEAVING MORE THAN JUST MONEY”

 

More than 50% of North American have no will and an estimated 40% have badly out-dated documents.

 

Over the Next 20 years more than $8 trillion dollars will be inherited. For some, this wealth transfer will bring out the best in family and fund dreams and unlock human potential. For many families, this wealth transfer will be shrouded in secrecy and holds the potential to diminish relationships, undermine potential and destroy wealth.

 

Advisors can play a pivotal role in the estate planning process by shaping wills that are thoughtfully and artfully crafted.
 
 
Themes:Estate planning, Preparing Heirs, Guiding Giving Decisions, Building Relationships, Inspiration, Retirement Planning, Caring for Parents, Aging.

 

“THE CONVERSATION OF A

 

LIFE-TIME:

 

THE POWER OF


COLLABORATIVE WILLS”

 

Dr. Deans has been a special guest speaker at hundreds of family meetings in 14 countries. With a family’s trusted advisor(s) present, Dr. Deans shows first-hand how to begin unique and powerful conversations around a client’s transfer of wealth and wisdom using his innovative 7 Questions revealed in his best-selling book Willing Wisdom.

 

 

Themes: Themes: Themes: Building a Legacy, Preparing Heirs, Dividing Assets, Communication, Collaborative Wills, A Family Built to Last, Supporting Patriarchs and Matriarchs. Releasing The Next Generation’s Potential.

 

“A DONOR FAMILY’S COLLABORATIVE GIFT”

 

Dr. Tom Deans brings his inspirational Willing Wisdom keynote speech to charities around the world. Donors and potential donors learn first hand the joy and satisfaction of planning their legacy gifts in collaboration with family. Described as one of the most powerful and effective donor speeches, the Willing Wisdom Keynote leaves audiences motivated to take action with respect to living purposeful lives by beginning with the end in mind.

 

Themes:Themes: Themes: Transparent Estate Planning, Family Communication, Preparing Heirs, Avoiding Estate Litigation, Building Legacy, Living a Purposeful Life, Inspiration, Aging.

 

“WORKING WITH PURPOSE IN THE SERVICE OF

FRIENDS, FAMILY AND COMMUNITY”

 

With 50% of employees dying intestate, Dr. Tom Deans shows how and why leading companies and their Human Resource professionals are investing resources today to educate employees about the importance of preparing estate plans including the writing of wills.

 

The Willing Wisdom Keynote speech leaves employees inspired to begin conversations with their own parents and children about the division of assets, issues of Guardianship, Powers of Attorney and Advanced Health Care Directives – all issues which when left unaddressed can have devastating consequences for employees and the companies they work for.

 

Dr. Deans shows employees how preparing a will can help them find value and purpose in the work they do everyday by living life in the service of others. His skilled use of humor, story telling and statistics leaves audiences understanding that great companies, like great families, are built purposefully over time, one conversation and relationship at a time.

 

 

Themes: Themes: Themes: Building Company Culture, The Importance of Family and Friends, Estate Planning, Living a Purposeful Life, Inspiration, Aging.

 

“WE ALL LEAVE OUR BUSINESS ONE DAY”

 

Dr. Tom Deans delivers an inspiring and motivational speech to business owners around the world to explore the business exit plan that’s right for them. Using the Willing Wisdom process and key messages from his international bestselling book, Every Family’s Business, he shows audiences how to transition the wealth and wisdom of a business to the next generation. His speech addresses the reservation that many business owners feel toward the idea of leaving family significant wealth versus an operating business. His use of humor, story-telling and data leaves audiences understanding that great families and high functioning relationships are built one conversation at a time. By encouraging family to pursue their own authentic dreams, Dr. Deans shares how business owners can leave family something more valuable than money when a business is sold.

 

Themes: Themes: Business Exit Panning, Business Culture, Inspiration, Family, Friends, Community, Discovering Your Legacy, Living a Purposeful Life, Aging, Raising Authentic Children, Preparing Heirs.

 

“UNDERSTANDING YOUR CLIENT’S FEAR OF DEATH”

 

Dr. Deans is an international best-selling author and full-time professional speaker. He is neither a business consultant nor does he sell financial products. His sole focus is providing advisors with training and tools to help individuals and their families protect and transfer their wealth and wisdom. His research insights are new, poignant and timely. With Dr. Deans’ training, advisors can play a crucial role in lowering intestacy rates while positioning their products and services more quickly and effectively.

 

Dr. Deans shows how the intergenerational success of clients can translate into the intergenerational success of an advisor and his or her practice.

 

Themes: Themes: Themes: Using Wills in a Client Discovery Process, Estate Planning, Deep and Long Client Engagement, Finding Social Purpose as an Advisor. Where Psychotherapy Meets Estate Planning, Succession Planning for Advisors.

 

“UNDERSTANDING YOUR CLIENT’S

 

FEAR OF DEATH 2.0”

 

Dr. Deans trains advisors how to use the Willing Wisdom 7 step process of discovery to help families transfer their wealth. In addition to his keynote speech, his two-hour Advisor Training Workshop will give advisors an in-depth knowledge and confidence to guide families to discover the giving strategy that’s right for them.

 

In doing so, Advisors learn how to use the subject of “wills” to prospect for new clients and build goodwill, trust and confidence with existing clients.

Listen to a Preview of Every Family’s Business

Introduction: Every Family’s Business

Play Introduction

Confessions on Flight 371

Play Clip 1

 

Relatives in The Business…Someone Call Security

Play Clip 2

 

Fire Me…Please
Play Clip 3

 

Selling The Business…Creative Destruction

Play Clip 4

To Learn More About Tom Deans, Contact Us Now

 

Verification

Tom’s Clients include:

87% of Advisory Firms Have Hired Tom Deans For Multiple Speaking Engagements

 

Business owners looking for advisors who have demonstrated a commitment to business exit planning, can begin with the following firms who have hired Tom Deans Ph.D. to deliver his Every Family’s Business keynote speech to their valued clients.

 

Advisory Firms

Argosy Partners
Assante Financial
Barill and Company
Barnsdale & Hussain Wealth Management
BCMS Corp
BDO
Blackwood Wealth Planning
Blakes Law
Canadian Family Futures
Cetrulo & Morgan Group
CIBC Wood Gundy
CKG International
Continuity
Cornerstone Wealth Management
Deloitte
Dundee Securities
Fazzari Partners
Financial Horizons Group
Franklin Templeton
Feigelsohn Kellar
Genova Private Wealth Management
Goodman Private Wealth
Great West Life
The Haunn Group
Integrity Wealth Management
Investia/ Money Concepts
Investaflex Financial Group
Investors Group
KPMG
Lazer Grant
The Legacy Companies
Loewen and Partners
London Life
Mass Mutual
Mackenzie Financial
Mackey, Komera and Dankovitch
Macquarie Private Wealth
Manulife Financial
McLarty & Co.
Moody’s Tax LLP Tax Advisors
Newport Capital
Northwestern Mutual
Ontario Marine Operators Association
Ontario Jewelers Association
Peter Richards Advisory Group
Pinnacle Equity Solutions
Predictable Futures
Raymond James
RBC Dominion Securities
Scotia McLeod Wealth Planners
South Dakota Trust
Stonehedge Financial
SuccessCare
Succession Strategies Group
Sun Life
T.E. Wealth
The Williamson group
RBC Dominion Securities
Richardson GMP
Waypoint Business Strategies
Washburn Financial
Wealth Planners
ZLC Financial

Associations / Universities

ADVOCIS
Accretive Advisors
All-Star Dairy Association
Automotive Industry Association
Best-Buy Distributors
CAFE
Caltex Australia
Canadian Construction Association
Canadian Plastics Industry Association
Canadian Tool Distributors association
Canada’s Credit Unions
Centre For Family Business
CEO Global Network
Distributors Council (Virginia)
Electrical Services Association
Entrepreneurs Organization EO
Exit Planning Institute
Family Firm Institute
Farm Journal Inc
Financial Planning Association (US)
Grande Prairie Chamber of Commerce
Hamilton Community Foundation
Harvard Club
Independent Financial Brokers
International Business Brokers Association
International Warehouse Logistics Association
Institute of Advanced Financial Planners
Institute of Chartered Accountants
Laurier University
Lawnet
National Association of Graphic Identification
National Sporting Goods Association
Ontario Marine Operators Association
Ontario Jewelers Association
Rotman School of Business, University of Toronto
Radius Financial Education
Schulich School of Business, York University
Sydney Chamber of Commerce
TEC/Vistage**
Uniselect
XPX Philadelphia
Young President’s Organization YPO

Other Groups and Organizations

All Star Dairy
Caltex Australia
Farm Journal