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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.

To learn more, click here

 

CNN Financial News

Sabado Gigante, iconic Univision program is endingRead full story for latest details. [...]

First White House Tech Meetup: You are creating opportunityRead full story for latest details. [...]

No more credit checks for NYC job seekersRead full story for latest details. [...]

Hey millennials: Coachella is getting seriously expensiveMillennials are flocking to the world-famous music festival in the desert. But the hottest ticket in [...]

George Lucas wants to build affordable housing in wealthy suburbRead full story for latest details. [...]

Comcast and Time Warner Cable merger in doubt, report claimsA Bloomberg report on Friday cast new doubts on Comcast's long-gestating bid to buy Time Warner [...]

MasterCard officially enters the order-ahead app gameSeamless, Yelp and OpenTable: Welcome MasterCard to your party. [...]

America's highest paid CEO earns $285 millionApparently GoPro's "extreme" culture even applies to how much money it pays its found [...]

S'Mores Frappuccino coming to StarbucksRead full story for latest details. [...]

Mattel wants your toy ideas!Got a great toy idea? Mattel wants to hear from you. [...]

PepsiCo's 'Pure Leaf' brews growth for its tea businessRead full story for latest details. [...]

Here's the only pot stock worth owningThe marijuana business is attracting a lot of interest from entrepreneurs, venture capitalists -- an [...]

 

CNN Small Business News

Mattel wants your toy ideas!The home of some of the most iconic toys has teamed up with a crowdsourcing platform for inventors t [...]

McDonald's franchise owners are not loving itA survey of McDonald's franchise owners shows they are not happy with the company's turnar [...]

I told a dude how much I made. It changed my lifeRead full story for latest details. [...]

Hey, stoners! Boost your high with ... falafel?Read full story for latest details. [...]

Beer that's been to space and backNinkasi Brewing Company sent six vials of yeast into space. The result? Ground Control, an imperial [...]

This beehive raised $5.6 million -- and that might not be a good thingFlow Hive, a new contraption that makes it easier to keep bees, is wildly popular -- but that access [...]

Drop entrepreneurs, not bombsJason Saltzman went to Kuwait as part of the State Department's effort to evangelize the power [...]

Radiator 'cozies' cut energy use by 40%Startups are some of the few organizations capable of very rapid, efficient growth and have the pote [...]

How this investor is bridging the 'bravado gap'Prominent angel investor Joanne Wilson, known as Gotham Gal, is teaming up with DreamIt Venture [...]

This refrigerator runs on water and sunlightTo help combat food spoilage in rural communities, the team behind Evaptainers developed a portable [...]

These startups thrive on being 'unreasonable'The Unreasonable Institute wants one thing: Entrepreneurs unafraid to think outside the box to tackl [...]

Energy drink scores $100K from AOL co-founderHealth drink Mati Energy beats out all tech rivals at Google Demo Day, scoring $100K investment from [...]

 

CNN Money News

No more credit checks for NYC job seekersEmployers in New York City can no longer use credit checks to screen potential hires. [...]

Hey millennials: Coachella is getting seriously expensiveMillennials are flocking to the world-famous music festival in the desert. But the hottest ticket in [...]

Her mission: To wipe out student debt for fallen soldiers' kidsAshlynne Haycock, an orphan of military parents, has helped more than 600 families pay for college a [...]

Earning $75,000, but living paycheck to paycheckA survey found that households are spending too much on dining out and entertainment, which is keepi [...]

College enrollment rate surges for black high school gradsRead full story for latest details. [...]

Dirty tax secrets: The little lies we tell on our taxesBoosting a number here, reducing a number there. Whether inadvertently or intentionally, a lot of us [...]

40 years of the American homeHow the typical home has evolved - price, size, interiors. [...]

Behind on retirement savings? Here are 3 ways to catch upRead full story for latest details. [...]

Where the gender pay gap is the widestNationwide, women make 78 cents to ever dollar a man earns. Here's a breakdown of the gender pa [...]

Put your tax refund to work: How to invest $1,000The typical U.S. tax refund is $2,800. Image what could happen if you invested just a portion of tha [...]

Women nearly twice as likely to retire in povertyRead 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) - The S&P 500 posted its biggest percentage loss since March 25 on Friday as investors [...]

NEW YORK (Reuters) - Investors attempting to determine whether U.S. equities will rebound from Frida [...]

WASHINGTON (Reuters) - The Group of 20 leading economies struck a hopeful tone on the outlook for gl [...]

ATHENS (Reuters) - Greece will need to tap all the remaining cash reserves across its public sector [...]

NEW YORK (Reuters) - Investors attempting to determine whether U.S. equities will rebound from Frida [...]

WASHINGTON (Reuters) - The Group of 20 leading economies struck a hopeful tone on the outlook for gl [...]

MEXICO CITY (Reuters) - Ford Motor Co said on Friday it will spend $2.5 billion to build a new gener [...]

 

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 [...]

 
 

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.

Check out over 22,000 Complimentary Posts from Enzo Calamo

 

Family Office Newswire

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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.

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 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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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.

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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

SAO PAULO (Reuters) - Grupo BTG Pactual SA's push to grow outside Brazil is an attempt to seize [...]

(Reuters) - TPG Capital LP has named Todd Sisitsky its new North American private equity head, peopl [...]

NEW YORK (Reuters) - U.S. banks are reporting that companies are tapping more of their credit lines [...]

(Reuters) - The U.S. Federal Reserve may allow big banks to use some municipal bonds to meet new liq [...]

CHICAGO Reuters) - Some U.S. workers who have paid into the Social Security system are in for a rude [...]

NEW YORK (Reuters) - Investors poured $6 billion into U.S.-based non-domestic stock funds in the wee [...]

NEW YORK (Reuters) - Stan Gregor, a private banker hired almost two years ago to create a wealth man [...]

(Reuters) - A Boston investment management firm must pay $48.5 million in damages to a couple who we [...]

NEW YORK (Reuters) - Wells Fargo Bank breached a nationwide 2010 legal settlement involving adjustab [...]

(Reuters) - Bubbles are a bit like the weather: everyone complains but no one does anything about th [...]

 

MarketWatch Personal Finance

When it’s hypocritical to boycott one venue based on a benefactor’s political views, and how CEOs sc [...]

Britt McHenry’s rant at a tow truck company’s employee was caught on camera. What it means to live i [...]

Old-fashioned whole life insurance can be a terrific alternative to Roth IRAs and more traditional c [...]

Dennis Doyle went to every home and away game the New York Knicks played this season. Here’s what he [...]

What are the novel and unique ways to use a Roth IRAs and Roth 401(k)s? Here’s what experts have to [...]

BlackRock’s iShares has filed for Securities and Exchange Commission approval of a passively managed [...]

Language underlying a revised “consumer protection proposal” from the Department of Labor (DOL) has [...]

Retirement research papers, studies and surveys worth a closer look. [...]

 

Reuters Business Video

Investors shunned risk amid new trading regulations in China, renewed worries about Greece running o [...]

New data shows prices at the consumer level are going up, including gas prices. The gain of 3.9 perc [...]

News that consumer prices moved higher for the second month in a row, in part because of higher gas [...]

 
 
 
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