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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.

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CNN Financial News

Sony doesn't know how but says 'The Interview' will be shownRead full story for latest details. [...]

Another blackout for Dish customers, this time Fox NewsFor the third time in a month, Dish Network customers are missing out on popular programming due to [...]

Is the oil scare over for the stock market?Read full story for latest details. [...]

Republicans to theaters: Don't be 'bullied,' show Sony's 'The Interview'The Republican National Committee has a message for theater owners: Put "The Interview" ba [...]

A defiant Sony scrambles to find a way out for 'The Interview'Read full story for latest details. [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You've got to hurry, or your gift won' [...]

How has middle class Christmas changed?Read full story for latest details. [...]

 

CNN Small Business News

Unilever lays an egg: Drops Just Mayo lawsuitUnilever sued Hampton Creek over its egg-free mayonnaise spread Just Mayo. But the company behind Be [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

Reddit cofounder: The next Google is one visa away from leaving U.S.Read full story for latest details. [...]

The heart of the Internet has been hackedICANN, the all-powerful but little-known organization that administers global website domain names, [...]

Oprah-approved startup raises $6.25 millionNews startup The Skimm announced a new round of funding, 1 million active readers, and plans to expa [...]

Cow farmers get high-tech tracking appBrazilian startup BovControl is turning cows into data with a mobile app. [...]

Google Ventures: less Ubers, more health careThe venture capital investment arm of the tech giant has quadrupled its funding of life sciences and [...]

 

CNN Money News

Top 1%: What they made, what they paidRead full story for latest details. [...]

Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- wheth [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You still have time, but not much. Here's t [...]

Payday lenders throw millions at powerful politicians to get their wayPayday lenders are spending millions of dollars in Washington in an attempt to get powerful politici [...]

Mortgage rates hit a new low for the yearAmid falling gas prices and investor nervousness, the average rate for a 30-year fixed-rate loan fel [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

The 2014 tax breaks you'll be able to takeCongress waited until the last minute to decide what to do with a slew of expired tax breaks. They e [...]

 

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. [...]

 

Reuters Business News

WASHINGTON (Reuters) - U.S. President Barack Obama moved to prevent U.S. anger at North Korea from s [...]

VIENNA (Reuters) - Italian lender Monte dei Paschi di Siena expects to complete its planned capital [...]

WASHINGTON (Reuters) - Satellite TV provider DISH Network Corp and Comcast Corp's SportsNet hav [...]

SEOUL/WASHINGTON (Reuters) - North Korea said on Saturday U.S. accusations that it was involved in a [...]

CHICAGO/NEW YORK (Reuters) - Shoppers filled up malls and department stores on the last weekend befo [...]

BRUSSELS (Reuters) - The European Central Bank should start buying government bonds to tackle poor i [...]

SEATTLE (Reuters) - Workers at planemaker Boeing's Everett plant near Seattle are following ext [...]

 

Reuters Economy News

ABU DHABI (Reuters) - Saudi Arabia said on Sunday it would not cut output to prop up oil markets eve [...]

GENK, Belgium (Reuters) - In the heart of western Europe, the Belgian-Dutch-German rust belt has bee [...]

LONDON (Reuters) - When Metro Bank prepared to launch in 2010 as the first new bank to appear on Bri [...]

DUBAI (Reuters) - Iraq's oil minister said on Sunday he saw no need for an emergency meeting of [...]

BEIJING (Reuters) - China's trade minister proposed more use of China's currency in settli [...]

 

Reuters Business Video

President Barack Obama, in a CNN interview, says he does not consider the cyber attack on Sony which [...]

Stocks modestly extend gains post a massive two-day rally. Leah Duncan reports. [...]

Comments from Federal Reserve chair Janet Yellen spurred a Santa Claus rally this week, analysts see [...]

John Manley, chief equity strategist at Wells Fargo Advantage Funds sees the Dow hitting the 18,000 [...]

U.S. President Barack Obama says it was a “mistake” for Sony Pictures to cancel the release of its m [...]

President Obama says Americans can enter the new year with 'renewed confidence' in a stron [...]

George Soros’ son Alexander discusses the influence of his father and how he selected causes to supp [...]

 
 

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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Family Office Newswire

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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 3,500 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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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 3,300 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 1,100 posts. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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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

FRANKFURT (Reuters) - The world's biggest bond investor Pacific Investment Management Co (Pimco [...]

(Reuters) - A former securities arbitration official's wrongful termination suit against the Fi [...]

(Reuters) - The biggest investor in Meredith Whitney's hedge fund has demanded his money back a [...]

BOSTON (Reuters) - Baltimore asset manager Legg Mason Inc's board has approved additional futur [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

NEW YORK (Reuters) - AdvisorHUB, a year-old gossip and news website for the brokerage industry, has [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

 

MarketWatch Personal Finance

When is price-checking often a waste of time, and when will it yield you real savings? [...]

Businesses that are growing thanks to Weed Inc. [...]

The Holy Grail may finally be in sight for America’s cigar smokers. [...]

Gift-worthy bottles of liquor and wine deserving of a spot under your Christmas tree. [...]

Could a Cuban beach vacation be the next big thing for American travelers? [...]

Connoisseurs of brown spirits are paying heed to Japan. [...]

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MarketWatch Top Stories

Stocks will likely climb higher in the traditionally low-volume, Christmas-foreshortened trading wee [...]

A police officer was shot and killed in Tarpon Springs, a city near Tampa, Fla., early Sunday. The s [...]

Gulf oil officials defend OPEC’s decision last month to keep its production ceiling intact, blaming [...]

Would you pay $676 for your family to see the Knicks? We didn’t think so, writes Jason Notte. [...]

Dish Network has dropped Fox News Channel and Fox Business Network after failing to agree on the ter [...]

Does your vision of retirement involve sunset walks on a long stretch of deserted beach or exploring [...]

As we run through our daily to-do lists, retirement might seem like a lifetime away. But if you take [...]

 

MarketWatch Pulse

WASHINGTON (MarketWatch) - No National Football League team will relocate to Los Angeles in 2015, ac [...]

WASHINGTON (MarketWatch) - The Environmental Protection Agency on Friday issued new federal rules fo [...]

NEW YORK (MarketWatch) -- The number of investors betting that the U.S. dollar will strengthen again [...]

SAN FRANCISCO (MarketWatch) -- News Corp said Friday it had acquired BigDecisions.com in India for u [...]

NEW YORK (MarketWatch) -- Walgreen Co. said on Friday that it plans to withdraw its stock from listi [...]

WASHINGTON (MarketWatch) -- A Russian investment fund called the Marshall Capital Fund was among a g [...]

NEW YORK (MarketWatch) -- Staples Inc. provided on Friday an update to the findings of its investiga [...]

 
 
 
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