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

unHeritage

“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

To learn more, click here

 

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.

To learn more, click here....

 

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

 
 

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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Enzo Calamo Is A Best Selling Author

Amazon Bestseller Enzo Calamo

Enzo Calamo is the Best Selling co-author of "How To Create Infinite Returns In Real Estate Using The Secret Asset: How To Recover All Business and Personal Expenses Using The Secret Asset" This is a must read for every affluent investor.

Buy Now

 

Access The #1 UHNW Newsletter!

 

Enzo Calamo Is A Gold Award Curator

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Scoop.it describes Enzo Calamo "as a rock star of content curation."

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

ALL POSTS ARE CURATED BY ACTUAL EXPERTS!

Check out our 8 Gold Award UHNW Newswires.

Check out over 45,500 Complimentary Posts from Enzo Calamo

 

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#1 Family Office Newswire

Gold Award - Lugen Family Office

The #1 Family Office Newswire That Empowers Family Dynasties. Over 15,800 Complimentary Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON BUSINESS

"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

Read the latest news

 

#1 UHNW Wealth Management Newswire

Gold Award - Lugen Family Office

The #1 UHNW Wealth Management Newswire For Living Your Dreams. Over 12,400 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON FINANCE AND WEALTH MANAGEMENT

"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

Read the latest news

 

#1 Family Business Newswire

Gold Award - Lugen Family Office

The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 6,900 Complimentary Posts On Key Factors To Build A Profitable and Sustainable Business!

Read the latest news

 

#1 UHNW Real Estate Newswire

Gold Award - Lugen Family Office

The #1 UHNW Real Estate Newswire for Luxury Homes and Commercial Real Estate. Check out the latest trends in real estate today with over 5,800 Complimentary posts.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON LUXURY AND COMMERCIAL REAL ESTATE

"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

Read the latest news

 

#1 Philanthropy Newswire

Gold Award - Lugen Family Office

The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,900 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON PHILANTHROPY

"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

Read the latest news

 

#1 UHNW Lifestyles Newswire

Gold Award - Lugen Family Office

The #1 UHNW Lifestyles Newswire For Living Your Dreams. Check out the latest trends in travel, jets, yachts, luxury cars, and fashion today with over 400 Complimentary posts. Learn what some of the richest people in the world are doing with their wealth!

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON THE UHNW LIFESTYLES OF THE RICH AND FAMOUS

"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

 

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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