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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations

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The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

To learn more, click here

 

CNN Financial News

Reserve Bank of India cuts rates in yet another surpriseReserve Bank of India governor Raghuram Rajan clearly loves surprises. [...]

IRS delaying refunds for thousands of Obamacare enrolleesThe IRS is delaying the refunds of tens of thousands of Obamacare enrollees, said Nina Olson, the Na [...]

What could kill ObamacareRepublicans have tried to kill Obamacare more than 50 times. But the Supreme Court could actually do [...]

These ads ran before ISIS videosJennifer Aniston lauds the benefits of Aveeno, Bud Light shows off beer at a concert, and Secret sel [...]

What to do with a big, fat inheritanceI just inherited $250,000 that I want to invest, but I'm concerned that stocks may be overvalue [...]

Target to cut thousands of jobsRead full story for latest details. [...]

Bad, old U.S. policy causes 'FREAK' computer bugOnce upon a time, U.S. law demanded a weak version of website encryption so that it could break in w [...]

Howard students will get paid to graduate on timeRead full story for latest details. [...]

Wynn Resorts wants Steve Wynn's ex-wife off the boardWynn Resorts is trying to kick a namesake off its board. [...]

Blackstone CEO: Being nice is more important than an MBAWall Street is known as a testosterone-fueled industry where foul language is the norm and greed rul [...]

Nasdaq dogs: Cisco, Sirius and Yahoo got left behindRead full story for latest details. [...]

Dodge warns that its own dealers are scamming customersDodge is calling out some of its dealers for taking deposits for hot car models it can't delive [...]

 

CNN Small Business News

These doctors do house calls -- for just $99Startup HEAL promises a doctor at your doorstep in under 60 minutes, for a flat fee of just $99. [...]

How to start a successful craft beer brewerySome Americans are ditching their boring day jobs to start their own craft breweries. It's not [...]

Obsolete jobs: Meet the guy who fixes Tom Hanks' typewriterSelf-described 'Last of the Mohicans' is still fixing typewriters after 55 years. [...]

#TheDress goes viral: Sales soar 347%Read full story for latest details. [...]

They're getting cash, free products, and YouTube-famousFameBit is helping brands place their products in YouTube videos. [...]

The woman who broke into the BBQ 'boys club'Melissa Cookston is a BBQ Pit Master Champion who runs three restaurants. Here's how she did it [...]

From street child in China to Intel mentorRead full story for latest details. [...]

It's Magic! Send a text, get anything you needRead full story for latest details. [...]

15 startups. One Silicon Valley bed and breakfast.Blackbox, a two-week Palo Alto accelerator, gives foreign entrepreneurs a soft landing to enter the [...]

Immigration reform: Is this the first step?Read full story for latest details. [...]

This razor could diversify Silicon ValleySilicon Valley entrepreneur Tristan Walker is in pursuit of a more colorful tech scene. [...]

How to make money with $1 slicesRead full story for latest details. [...]

 

CNN Money News

What to do with a big, fat inheritanceFind yourself suddenly holding one big lump sum of cash? Here's what you need to know to make s [...]

Buffalo's $1 homes aren't as cheap as they seemRead full story for latest details. [...]

The secret world of government debt collectionCNNMoney's exclusive investigation looks at the debt collectors hired by government agencies to [...]

529 plans may soon cover more college expensesRead full story for latest details. [...]

Michael Jordan joins billionaires' clubRead full story for latest details. [...]

This should be your first investmentRead full story for latest details. [...]

Identity theft tops list of consumer complaintsRead full story for latest details. [...]

'Corinthian 15' launch 'debt strike' over student loansA handful of former students, banded together as the "Corinthian 15," are claiming to be [...]

CEOs make double what NBA players doAfrican-American actor Hill Harper is telling kids if you want to get rich, start saving now and aim [...]

24 hours with a U.S. diplomatCharlie Slater has spent the last 21 years working in U.S. embassies worldwide. His latest post is V [...]

10 best companies for internshipsGlassdoor recently published its annual list of the highest-rated companies for interns. [...]

Average tax refund is $3,120 so farRead full story for latest details. [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

The all-time most popular stories are...Scoops on movers and shakers, from Marissa Mayer to Mark Zuckerberg to Rupert Murdoch, are the most [...]

Web browsers aren't fun anymoreMozilla updates Firefox, but is it enough to bring old users back? [...]

Valeant injects more cash into bid for Botox-maker AllerganRevised offer worth around $53 billion comes days after drugmaker's last bid. [...]

How to get employees to save for retirementAutomatically enrolling workers into a savings plan and reminding them how much they can lose may ju [...]

Pacing nervously with... Jamin Warren, founder and CEO, Kill ScreenHanging backstage with the videogame arts and culture impresario ahead of his annual two5six confere [...]

 

Reuters Business News

TOKYO (Reuters) - Asian shares and the dollar eased on Wednesday as investors grew cautious before u [...]

SHANGHAI (Reuters) - U.S. companies in China have a less rosy outlook for business conditions over t [...]

SINGAPORE (Reuters) - Brent held above $60 a barrel on Wednesday supported by a hike in Saudi crude [...]

(Reuters) - U.S. retailer Target Corp on Tuesday said it planned to cut several thousand jobs, mainl [...]

(Reuters) - DuPont on Tuesday rejected a push to let shareholders split their votes between company- [...]

BEIJING (Reuters) - Activity in China's services sector grew modestly in February as new orders [...]

NEW YORK (Reuters) - United Airlines expects to dip into its cash pile to help fund the purchase of [...]

 

Reuters Economy News

CARACAS (Reuters) - Venezuela confirmed on Tuesday it had entered a recession while inflation remain [...]

WASHINGTON (Reuters) - The Obama administration on Tuesday bowed to months of growing pressure over [...]

NEW YORK (Reuters) - Investors backed away from global equity markets on Tuesday, with light volume [...]

NEW YORK (Reuters) - U.S. stocks fell on Tuesday as investors engaged in profit-taking to pull major [...]

NEW YORK (Reuters) - Crude futures closed up slightly Tuesday, getting some relief from a weak dolla [...]

 

Reuters Business Video

A day after the Nasdaq hit the 5,000 mark, stocks took a breather Tuesday. Wicked weather slows auto [...]

Last month's harsh weather in the Northeast and Midwest caused many auto shoppers to stay home, [...]

New technology about to be deployed by credit card companies will require U.S. consumers to carry a [...]

 
 

Post Tagged with: "Board of directors"

 
  • Karen Wilhelm Buckley is a true women’s business warrior

    Karen Wilhelm Buckley is a true women’s business warrior Karen Wilheim Buckley is Director and co-Founder of The Wisdom Connection. Her work to develop leaders with an integrated wisdom, one that includes the best of the masculine and feminine, has informed her speaking, publishing, coaching and consulting for over 20 years. Karen loves to help women and men accomplish their mission – to build businesses, advance careers, transform relationships, and sustain deeply satisfying lives. Whether starting from step one with a new idea or gaining momentum on something you’ve been working on for a long time, talk with Karen. She can help you get the roadblocks out of the way and enjoy the journey in a whole new way. Where Women Develop Feminine Wisdom and Leadership Karen Wilhelm Buckley is a true women’s business warrior. She has helped me navigate rebuilding and re-launching my business with a firm hand yet a gentle heart. She understands the demands of balancing a business with motherhood and how this leads to a much happier life path. She is the fairy-godmother of business savvy and I feel truly blessed to work with her through the twists and turns of my business and life. With a team of remarkable women, Karen created and hosted a series of women’s forums exploring the questions about the relationship of feminine wisdom and leadership. The Women’s Forums, Honoring the Wisdom and Power of Women Leaders, were held in San Francisco in 2003 and Switzerland in 2005 with Spirit in Business International, and in Santa Barbara in 2004 at the World Business Academy, “Global Mind Change” conference. In addition, as Founder and Principle of Communicore Consulting, Karen is an executive coach and consultant bringing experience and expertise to the field of organization development. Her clients grow in their leadership capacity while developing the skills and strategies needed to cultivate teamwork, innovation, and committed performance. She enjoys leading senior management retreats and facilitating critical meetings. Karen is a published author and public speaker in the fields of organizational change, wisdom leadership, feminine wisdom, and women’s leadership. She is a Fellow of the World Business Academy and a Founding Board member of the Spirit in Business Institute. Because of a passion for spirit-based whole-child education she co-founded the GreenWood School in 1992, an innovative Waldorf inspired elementary school that continues to thrive today. Her two young adult children, husband, dog, kitty, and cockatiel keep her fully engaged when at home in beautiful Mill Valley, California where she has lived for over twenty years.  

     
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  • In the Boardroom: should CEOs sit on boards?

    In the Boardroom: should CEOs sit on boards? Feb. 8, 2013 – Lucy Marcus asks Alcatel Lucent UK & Ireland CEO, Lucy Dimes about the pros and cons of sitting on boards.  

     
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  • President’s Letter, January 2013 International Association of Advisors in Philanthropy

    President’s Letter, January 2013 International Association of Advisors in Philanthropy

    As 2013 begins, we, as Co-Presidents of AiP, would like to wish everyone a Happy and prosperous New Year. As we look back on 2012, it can honestly be said that this past year has been a transformative year for AiP. The year brought with it:1) New Co-Presidents;2) New Logo;3) New tagline – Transforming Philanthropy through Collaboration 4) New four circle model to better clarify our membership: Philanthropists and Donors; Foundations, key employees and Board Members of nonprofits who help bring in charitable gifts; Professionals, Planned Giving experts, and Financial Advisors; Resource Providers to the Philanthropic world, such as the CAP designation of American College. 5) New website; 6) New Collaboratory; 7) New Ambassadors of AiP; 8) New Council of Past Presidents; 9) New Sponsorship model; 10) New Conference location for 2013; 11) New Ambassador to China for AiP; 12) First time International President; 13) New Social Media tools on Twitter, Facebook, YouTube, etc. 14) New administrative team; 15) New back office system; 16) New address in Chicago; 17) New AiP Chapter development; 18) New member polls on AiP initiatives; 19) PLUS MUCH MORE. Although these new initiatives were exciting to implement on behalf of our AiP members, it took a lot of energy on the part of the AiP Board and the AiP Committees to implement these transformative changes. On behalf of all AiP’s membership, we would like to thank these hard working volunteers for their countless hours. If 2012 can be called a transformational year for AiP, 2013 will be a major Impact Year for AiP and its members. In the new year, our Association will be embarking on some major initiatives that will Transform Philanthropy through Collaboration: 1) In September, 2013, AiP will be creating a new Philanthropic Supplement that will be appearing in both Trust and Estate magazine and Registered Rep magazine; 2) Our 2013 Conference has been expanded to include more high quality speakers and NEW special tracks on technical topics, legacy planning, Collaboration, and Spirituality and Philanthropy. Furthermore, an optional Community Service program will be offered for AiP members who want to be actively involved in giving back to the Las Vegas community on the first morning of the Conference. 3) In collaboration with AiP Foundation and our AiP Ambassador to China, AiP is in negotiations with government officials in China about the possibility of holding a two-day Symposium in 2013 on how East and West can collaborate on bringing the Philanthropic message around the world. 4) Early in 2013, our AiP Ambassador to China will travel to China to discuss the possibility of opening up our first International Chapter in Beijing. 5) AiP is in discussions with Social Venture Partners, American College, AiP Foundation, and NAEPC Foundation about collaborating on some impactful joint initiatives in 2013. 6) AiP intends to hold its first major fundraising event, a Charitable Poker tournament at our Las Vegas Conference. 7) AiP is looking into new tools and systems to better communicate with our members on an ongoing […]

     
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  • Your Own Personal Board of Directors

    Your Own Personal Board of Directors EPIP members talk about how essential it is to create your own personal “board of directors” to help guide you through career (and life) decisions.  

     
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  • Tom Peters: Board of Directors Should Look Like Market

    Tom Peters: Board of Directors Should Look Like Market

     
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Lugen Family Office is the Most Trusted Online Curator on Wealth Management, Financial Literacy, Family Business, Philanthropy, and the UHNW.

Check out over 22,000 Complimentary Posts from Enzo Calamo

 

Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 8,500 Complimentary Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD CURATOR ON BUSINESS FOR SCOOP.IT!

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 5,400 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

ENZO CALAMO IS A SILVER AWARD CURATOR ON FINANCE FOR SCOOP.IT!

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Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,900 Complimentary Posts On Key Factors To Build A Profitable and Sustainable Business!

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Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,200 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

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UHNW Real Estate Newswire

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The #1 UHNW Real Estate Newswire for Luxury Homes and Commercial Real Estate. Check out the latest trends in real estate today with over 3,100 Complimentary posts.

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Lugen Family Office Proudly Supports AIP

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The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

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Reuters Wealth News

NEW YORK (Reuters) - LPL Financial Holdings, the biggest U.S. independent brokerage firm, promoted C [...]

NEW YORK (Reuters) - Pimco's top investment officer said on Tuesday that "late decision ma [...]

CHICAGO (Reuters) - New technology about to be deployed by credit card companies will require U.S. c [...]

NEW YORK (Reuters) - Jim Koch considers Munich a beer-lover's paradise. The founder and chairma [...]

NEW YORK (Reuters) - Investors yanked another $8.6 billion from the Pimco Total Return Fund last mon [...]

(Reuters) - Wealth management firm Veris Wealth Partners said it hired Jane Swan from Northern Trust [...]

NEW YORK (Reuters) - Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial [...]

BOSTON (Reuters) - Hedge fund Jana Partners reported a 6.7 percent gain in its flagship fund last mo [...]

NEW YORK (Reuters) - Investors pulled $525.8 million from BlackRock Inc's iShares Core U.S. Agg [...]

(Reuters) - The tide of capital is going out in China and many boats, in Chinese ports or not, will [...]

 

MarketWatch Personal Finance

How self-employed people can save on their taxes, and how Hillary Clinton should have used Snapchat [...]

Airlines are still attractive if fuel prices stay low and the economy expands, says Phil van Doorn. [...]

The health insurance deduction can be a big tax-saver, writes Bill Bischoff. [...]

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More new billionaires on Forbes magazine list hail from China than from the U.S. [...]

The search for yield shows is still going strong, even with higher rates supposedly around the corne [...]

Here’s how to limit your risk of tax refund fraud—and the steps to take if you’re a victim. [...]

 
 
 
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