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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

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.

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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.

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CNN Financial News

Boom! The Dow is surging 250+ pointsRemember all those worries about earnings and the economy that caused a big slump on Wall Street las [...]

GNC boosts quality control of herbal supplementsGNC, the leading retailer of dietary supplements, agreed Monday to beef up its testing and quality c [...]

This man bet $100K that there's a startup bubbleOne man is betting $100,000 that there is -- in fact -- a tech bubble. But he's hardly an adama [...]

Land Rover's new $200,000 SUV is most expensive everThe most expensive SUV just got even pricier. [...]

George Soros: I'll invest $1 billion in UkraineGeorge Soros has long called for the West to pump billions into Ukraine. Now he says he's ready [...]

Trevor Noah to replace Jon Stewart as new host of 'The Daily Show'Read full story for latest details. [...]

5 travel spots that just got cheaper for AmericansHoney, grab the kids: we're going abroad. [...]

Now might be the time to buy Russia. Yes, really.Is the worst over for Russia? Some brave investors seem to think so and are piling back into its mar [...]

Carly Fiorina: Now a 90% chance I'll run for president in 2016Carly Fiorina, former Hewlett-Packard CEO, says the odds are "very high" she will seek the [...]

JetBlue blues: System outage briefly grounds flightsUgh, Monday morning! A system outage at JetBlue Airways briefly grounded its flights early Monday. [...]

Chinese-owned Volvo to open first U.S. car factoryVolvo will build its first car plant in the U.S., hoping to reverse a decline in sales in the world [...]

 

CNN Small Business News

The futuristic bed that locks the door, brews coffeeMeet Luna, the tech-enabled mattress cover that just raised over $1.1 million on Indiegogo. [...]

Think there's a startup bubble? Bet $100K on it.Y Combinator president Sam Altman says there's no bubble -- that companies like Uber, Dropbox a [...]

This startup could help thwart school bombingsRead full story for latest details. [...]

Meerkat announces $14 million in fundingLive streaming startup Meerkat announced via livestream that it raised $14 million in funding from i [...]

Meerkat who? Introducing PeriscopePeriscope, acquired by Twitter in January, lets users live broadcast from their mobile devices. [...]

The great tech debate: Are we in a bubble or not?Here's a roundup of where some powerful Silicon Valley investors stand. [...]

Think there's a startup bubble? Bet $100K on it.Y Combinator president Sam Altman says there's no bubble -- that companies like Uber, Dropbox a [...]

9 reasons to be hopeful about women in techThese startups are working to leverage technology to level the playing field for minorities and wome [...]

Wanted: Female entrepreneursStartup hub American Underground is aggressively courting women- and minority-led startups. [...]

Send your texts 25 years into the futureAn app released this month lets you send messages, pictures, videos and voicemails to friends and fa [...]

Biased job ads: This startup has a fixBehind cybersecurity, lack of diversity is the next issue threatening companies. Laura Mather, found [...]

Meerkat stole the show at SXSW. Sorry, Twitter.Read full story for latest details. [...]

 

CNN Money News

Half of Americans are saving next to nothingWhen it comes to saving, most of us are falling short of the recommended target. [...]

Job interview? Beat the millennial stereotypeRead full story for latest details. [...]

The average tax refund is now $2,893The IRS has paid out more than $191 billion in refunds so far this tax season to 66.1 million filers [...]

It's getting harder to afford a homeRead full story for latest details. [...]

4 reasons to sell your home nowRead full story for latest details. [...]

Most middle-class kids fail to earn bachelor's degreesLots of attention is paid to college graduation rates of lower-income students, but many middle-clas [...]

The big profits of payday lenders may be overPayday loans come with interest rates of 100% or higher. The government wants to crack down. [...]

Take a private jet to your college tour -- for $43,000If you're one of the lucky few for whom college won't break the bank, or even make a dent [...]

Rent vs. buy vs. live with mom and dadIt was "slacker" and embarrassing for Generation X, but living with parents is acceptable [...]

How to get Millennials to save for retirementWith more immediate concerns like launching a career, repaying school loans and establishing credit, [...]

Sailing around the world in retirement: How we did itRead full story for latest details. [...]

Federal workers owe the IRS $3.5 billionRead 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

(Reuters) - Ben Bernanke launched a blog on Monday, giving the former Federal Reserve chairman a new [...]

WASHINGTON (Reuters) - U.S. regulators took aim at the flamboyant financier Lynn Tilton and her advi [...]

NEW YORK (Reuters) - U.S. stocks rallied more than 1 percent on Monday, with biotech stocks among th [...]

WASHINGTON (Reuters) - Contracts to purchase previously owned U.S. homes rose to their highest level [...]

LONDON (Reuters) - Oil prices slipped on Monday as officials from Iran and six world powers discusse [...]

(Reuters) - Health insurer UnitedHealth Group Inc agreed to buy Catamaran Corp in a deal worth about [...]

WASHINGTON (Reuters) - U.S. consumer spending barely rose in February as households boosted savings [...]

 

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

Greece has not given up pushing for its debts to be renegotiated. But as Sonia Legg reports, talks b [...]

French President Francois Hollande takes a hit in local elections, while the far right led by Marine [...]

More women than ever before are taking up leading roles in Britain's top 100 companies, thanks [...]

 
 

Post Tagged with: "California"

 
  • Wealth by Design: Kevin Talma

    Wealth by Design: Kevin Talma

    “Wealth by Design”: Kevin Talma   Kevin grew up in Barbados in the sixties and seventies when there was unprecedented change happening to the environment which affected him profoundly and he always wondered why development had to destroy the nature he loved. These observations and interest in art and environment led him to the field of landscape architecture. Kevin has been practicing landscape architecture since 1988 apprenticing in California, Hawaii, Italy and Barbados before establishing Talma Mill Studios in 1990. Kevin’s passions include art, the environment, water sports, percussion music, travel and family all of which inform his practice of landscape architecture. Kevin holds a Master of Landscape Architecture.  

     
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  • My Vet sends me reminder letters … Why can’t my lawyer when it comes to my will? by Tom Deans

    My Vet sends me reminder letters … Why can’t my lawyer when it comes to my will? by Tom Deans

    My Vet sends me reminder letters … Why can’t my lawyer when it comes to my Will? Leading up to the release of my new book Willing Wisdom, I paid extra attention to the mail I received. Delivered to my home over the course of three months, were reminder letters from a host of personal service suppliers, including my accountant to file my taxes, my window cleaner, my lawn service, my insurance provider and my veterinarian.   What I didn’t receive, in fact what I’ve never received over the course of my 51 years on the planet, is a letter from my lawyer reminding me to up-date my will. Curious to know if I’m special (and not in a gifted way) I recently asked my audience – about 200 business owners from across North America assembled at a convention in La Jola California – how many of them had received an annual letter from their lawyer reminding them to up-date their will? Only seven hands shot up.   The results confirmed my suspicion that, like me, 193 people in that room had windows and pets receiving better regularly scheduled maintenance than their estate plans. So what’s the deal?   More alarming is that when questioned on the subject, half of that room acknowledged they didn’t have a will at all. When pressed further, 50% of those who did have a will confessed that it had been more than 5 years since it was last up-dated. When questioned even further almost the entire room confessed to having clean windows, healthy pets and weed free lawns.   Approximately 125 million North Americans over the age of 18 have no will and will eventually die intestate. The resulting financial and relational devastation to families is incalculable.   When I asked my veterinarian how she could be so organized and proactive in scheduling my pet’s annual check-up she tilted her head side ways (kind of like the way my dog Goblin does when I say “treats”) she blurted out – “auto-scheduler”. She might as well have added …“duhhh.”   Asking her for detail on this cutting edge 25-year-old technology she noted it was free — as in it doesn’t cost anything.   Below is the letter I received from my veterinarian word for word. ———— To: Tom Deans Annual physical examinations and a personal health consultation is integral to maintaining Goblin’s health. Please call our office to schedule an appointment. We’ve missed you and look forward to seeing you soon! Dufferin Veterinary Hospital ————   If you’re not receiving a letter from your lawyer reminding you to up-date your will, would you consider forwarding this article to your lawyer and help them get acquainted with the power of “auto-scheduling” and helping clients keep their estate plans up-to-date? Here’s a sample letter for them to consider sending annually to clients like you. ———— Dear client: A will is one of the most important legal documents for you and your family to consider. If one or more […]

     
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  • How to Know Your Life Purpose in 5 Minutes: Adam Leipzig

    How to Know Your Life Purpose in 5 Minutes: Adam Leipzig Adam Leipzig has overseen more than 25 movies as a producer, executive and distributor. and has produced more than 300 stage plays and live events, and he was one of the founders of the Los Angeles Theatre Center. AdamLeipzig.com  

     
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  • Mentoring the Next Generation: Michael Benko

    Mentoring the Next Generation: Michael Benko Featured on ABC, NBC, and Fox news affiliates Michael Benko is the co-founder of the Amazon Best Selling team the Student Success Academy. Michael’s focus is to empower the next generation of students through providing personalized education within a creative framework for students to flourish. Since the start of the Student Success Academy in 2011 Michael has consulted high school students across three different states and worked with five different universities. His vision is to maximize the potential and increase the chances of success for every individual that comes into contact with the Student Success Academy.  

     
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  • 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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  • Strengthening Nonprofits and their Leadership

    Strengthening Nonprofits and their Leadership The USC Center on Philanthropy and Public Policy 2013 Philanthropic Leadership Forum Breakout Session on Philanthropic Impact featuring Kathleen Enright, Heather McLeod Grant, Rick Moyers, and Linda Woods  

     
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  • I am interested in what makes you limitless – Brendon Burchard

    I am interested in what makes you limitless – Brendon Burchard

    I am interested in what makes you limitless – Brendon Burchard  

     
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  • “Gender Differences in Competitiveness” by Muriel Niederle and Brian Knutson, Stanford University

    “Gender Differences in Competitiveness” by Muriel Niederle and Brian Knutson, Stanford University “Gender Differences in Competitiveness” (Muriel Niederle, Stanford University); 
”Anticipation of Reward and Risk across the Life Span” (Brian Knutson,
 Stanford University)  

     
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  • A bad attitude is like a flat tire

     
  • Chet Wood, CEO of Deloitte Tax – Haas School

     
  • Steve Ellis, Bain and Company – Haas School

     
  • Cognitive Neuroscience and Reading

     
  • Bill Gates on GM foods, vaccines and Monsanto Nwo Puppet

     
  • BMW Unveils New Electric i3 Concept Car – Los Angeles Auto Show

     
  • Happiness Within Reach Conference at Stanford University

     
  • Rick Hanson: Managing the Caveman Brain in the 21st Century

     
  • Ian Davis: View from the Top

     
  • Les Brown: Mindset Development And Maintenance

     
  • If You Need Something, Just Ask

     
  • The World’s Richest Teenager

     
 
 
 

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

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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.

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"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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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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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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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.

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AIP Ambassador, Past President

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Celebrity Net Worth

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Reuters Wealth News

LOS ANGELES (Reuters) - The most common tax mistakes are pretty dumb ones, like forgetting to sign t [...]

LONDON (Reuters) - European private equity firm Bridgepoint has raised 4 billion euros ($4.4 billion [...]

NEW YORK (Reuters) - Private equity firm Warburg Pincus LLC has told investors it will seek to raise [...]

LONDON(Reuters) - Investment banks feeling the pinch from increased regulation since the financial c [...]

(Reuters) - Brokerages are rolling out software to help financial advisers with a challenge that can [...]

NEW YORK (Reuters) - Walter Bettinger, president and chief executive of Charles Schwab Corp, earned [...]

(This March 26th story has been corrected to remove 'in the next two years' from headline [...]

BOSTON (Reuters) - An architect of the shareholder votes companies hold on executive compensation sa [...]

NEW YORK (Reuters) - Two former executives of a defunct Wall Street broker-dealer were sentenced to [...]

NEW YORK (Reuters) - Investors around the world pulled over $6 billion from stock funds in the week [...]

 

MarketWatch Personal Finance

Sheldon Jacobs, who started The No-Load Fund Investor, said that the most important thing in investi [...]

There’s a private jet service that will take you on college tours. Or how about an SAT prep class th [...]

Location trumps condition in the red-hot Bay Area real-estate market. [...]

Index funds don’t just outperform most actively managed mutual funds. They also make more money for [...]

Based on charging stations and the number of registered electric vehicles, here are the 10 U.S. citi [...]

People! Why won’t they behave the way financial advisers and economists tell them to when it comes t [...]

Coca-Cola is changing dramatically, something investors haven’t noticed, writes Michael Brush. [...]

 
 
 
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