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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

 
 

Post Tagged with: "California"

 
  • California’s scarce water keeps going to China

    California’s scarce water keeps going to China

    As China’s middle class grows, rising food demand is influencing food production and water consumption in the American West, including California.

     
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  • 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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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.

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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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