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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

China stocks rise after Beijing acts to avoid crashChina stocks have pulled out of their tailspin after Beijing took a series of dramatic steps over th [...]

Your 401(k) may nosedive after Greece's 'No' vote - but don't panicThe stock market could very well freak out now that Greeks voted "No" to a bailout deal th [...]

What 'No' vote means for Greece and EuropeRead full story for latest details. [...]

Markets tumble as Greece heads for the exitMarkets are already reacting to Greece's rejection of Europe's latest bailout offer, and i [...]

Buying frenzy for final game of Women's World CupWatching the U.S. bring home the World Cup trophy cost some fans an awful lot of cash. [...]

Donald Trump's lawyer: NBC in 'breach' on Miss Universe contractDonald Trump "will be taking action against NBC" in an arbitration that both sides have ag [...]

No! Greek vote shocks EuropeRead full story for latest details. [...]

 

CNN Small Business News

The man who wants to save the beesRead full story for latest details. [...]

He's got killer instinct for hot tech startupsJohn Lilly, partner with Greylock Partners, has an enviable success record of investing in tech star [...]

Making it in the U.S.A.Brooklyn-based startup Maker's Row aims to connect U.S. manufacturers with entrepreneurs from a [...]

The best country for women entrepreneurs is....These are the countries where women entrepreneurs with the highest potential to create jobs and grow [...]

You'll never have to search for a parking spot againCircling for parking adds to congestion, bad air quality and traffic accidents. Parkifi is trying to [...]

The SimplifiersAre people lazy? Well, they certainly like companies that make it easy for them, and these seven sta [...]

Richard Branson picks startup winnersRichard Branson picked these three businesses as his favorite in the final of the "Pitch to Ric [...]

 

CNN Money News

10 most expensive collegesThe most expensive schools in the nation are charging close to $50,000 a year in tuition and fees al [...]

Pricey Manhattan restaurant owes staff $500,000 for unpaid tipsOne of the most expensive restaurants in New York City will pay $500,000 in restitution to workers f [...]

U.S. Navy triples paid maternity leave to 18 weeksRead full story for latest details. [...]

To be a glamorous bride for less, I flew to TaiwanThat's because I'm Taiwanese American and am in on a little-known secret. It's called [...]

White House crackdown on for-profit colleges begins todayRead full story for latest details. [...]

Retirement advice from a Boomer to a MillennialHere are four ways you can assist your young colleagues in preparing for retirement. [...]

Businesses rail against Obama's overtime rule changeThree powerful business lobbies push back against President Obama's overtime rule changes that [...]

 

Fortune Magazine

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Reuters Business News

SHANGHAI (Reuters) - Chinese stocks jumped on Monday after Beijing unleashed an unprecedented series [...]

SINGAPORE/TOKYO (Reuters) - Oil prices fell sharply early on Monday after Greece rejected austerity [...]

SYDNEY/TOKYO (Reuters) - Asian stocks and the euro stumbled on Monday after a Greek vote against aus [...]

SHANGHAI (Reuters) - China's state media expressed confidence on Monday that an unprecedented f [...]

TOKYO (Reuters) - Japanese policymakers on Monday pledged to work closely to guard against financial [...]

LONDON (Reuters) - Britain's banks have called upon the government to phase out the bank levy, [...]

ATHENS (Reuters) - Greeks overwhelmingly rejected conditions of a rescue package from creditors on S [...]

 

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 [...]

NEW YORK (Reuters) - The U.S. dollar hit a 1-1/2-week low against the safe-haven yen on Tuesday afte [...]

BUENOS AIRES (Reuters) - Crunch time for Argentina fixing its debt default will almost certainly not [...]

 
 

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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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 11,100 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

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

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UHNW Finance and Wealth Management Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 8,400 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

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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 1,500 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

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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 5,400 Complimentary Posts On Key Factors To Build A Profitable and Sustainable Business!

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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.

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

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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

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Reuters Wealth News

ZURICH (Reuters) - Tunisia has filed an objection to HSBC's agreement to pay 40 million Swiss f [...]

ZURICH (Reuters) - Greece has proposed a tax amnesty in an effort to collect revenue on billions of [...]

SAO PAULO (Reuters) - Swiss lender UBS AG made a whistleblower deal with Brazilian authorities inves [...]

NEW YORK (Reuters) - Investors pulled $3 billion in assets from Pacific Investment Management Co [...]

BOSTON/LONDON (Reuters) - Hedge funds will likely attract billions of dollars in new money in the ne [...]

BOSTON (Reuters) - Greek voters will likely approve a bailout offer from creditors in a referendum s [...]

(Reuters) - The trailers for the new HBO show “Ballers” may be the wealth management industry's [...]

NEW YORK (Reuters) - DoubleLine Funds, whose co-founder Jeffrey Gundlach is widely followed for his [...]

NEW YORK (Reuters) - Not long ago, Americans megastars only came from places like network television [...]

MADRID (Reuters) - U.S private equity fund Blackstone is helping some borrowers in Spain meet mortga [...]

 

MarketWatch Personal Finance

The euro falls against its rivals in early trade Sunday as the first official projection from Greece [...]

It’s so deceptive, the ease with which we convince ourselves we could build any one of the Jeep conc [...]

Millennial and Generation Z consumers fear dangerous, distracted drivers more than all of other comm [...]

The 2016 Lamborghini Aventador SV is by all accounts (including our own) totally, absolutely, comple [...]

More entrepreneurs are using the rollovers from their retirement accounts to start a business. [...]

ALPS ETF Trust has brought to NYSE Arca an exchange-traded fund that aims to deliver low-volatility [...]

Research, surveys and papers worth a closer look [...]

I recently gave myself the niftiest, thriftiest present which continues to reap the richest of all r [...]

 
 
 
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