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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

Virgin Galactic crash blamed on human errorHuman error was responsible for the catastrophic 2014 crash of an experimental Virgin Galactic rocke [...]

Ask the wrong question and Google Now will tell you offA long winding road, greenery and gentle music playing in the background. Then, a voice from the cra [...]

Mike Bloomberg buys historic London mansion for $25 millionRead full story for latest details. [...]

LG unveils a 'smart' new flip phoneOld meets new or old beats new? [...]

Calorie miscount? Nike to pay refunds on its FuelBandsRead full story for latest details. [...]

Now is the best time to trade in your old iPhoneA new iPhone can be expensive. If you want to offset the cost by selling your old one, now might be [...]

Donald Trump wants to be the 'jobs president.' But how?Donald Trump is the Republican to beat in the polls, yet most Americans don't know where he sta [...]

 

CNN Small Business News

NASA's robot R2 needs your helpNASA has teamed up with Freelancer.com to crowdsource tools for Robonaut 2, its first humanoid robot [...]

Iconic bar Hogs & Heifers closing its doorsNew York bar is the latest victim to city's skyrocketing rent. [...]

7 hot businesses to start nowSearching for a startup idea? Here are businesses in high demand by customers on Thumbtack.com. [...]

She charges hundreds for fur made of road-killPamela Paquin uses dead animals found on the side of the road to make expensive fashion fur pieces. [...]

Elvis got this startup into Wal-MartRead full story for latest details. [...]

Sam Zell makes $60M bet on entrepreneursRead full story for latest details. [...]

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

 

CNN Money News

The median home price is $236,000. Here's what that buys youThe median home price climbed to $236,400 in June, according to the National Association of Realtors [...]

Airbnb picks up the tab for travelers to CubaTravelers headed to Cuba this week and staying at an Airbnb property are in for an added treat: free [...]

Affordable homes with water viewsLiving by the water doesn't always have to set you back seven figures. [...]

How companies are changing old ways to attract young workersMuch of what Millennials say they want at work appeals to workers of all ages. And employers are lis [...]

How much retirement income will $1 million generate?Read full story for latest details. [...]

How do you retire on $25,600 a year? Move to PanamaRead full story for latest details. [...]

 

Fortune Magazine

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Reuters Business News

DUBLIN (Reuters) - U.S. private equity firm KKR & Co LP and Ireland's new strategic investm [...]

NEW YORK (Reuters) - The big selloffs in shares of social media companies last quarter following wea [...]

ATHENS (Reuters) - European Union and International Monetary Fund mission chiefs will arrive in Athe [...]

(Reuters) - Chemical and crop company DuPont said the remainder of the year would be "challengi [...]

LONDON (Reuters) - Rules will soon be finalised forcing the world's top banks to hold enough li [...]

WASHINGTON (Reuters) - U.S. homeownership dropped to a record low in the second quarter as more Amer [...]

NEW YORK (Reuters) - U.S. consumer confidence weakened in July, due in part to a less optimistic out [...]

 

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: "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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Family Office Newswire

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Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON BUSINESS

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UHNW Finance and Wealth Management Newswire

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ENZO CALAMO IS A GOLD AWARD NEWS CURATOR ON FINANCE AND WEALTH MANAGEMENT

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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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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 GOLD 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.

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Celebrity Net Worth

The Sackler family didn't earn their $14 billion fortune from high finance, discovering oil or [...]

No one is going to feel sorry for Los Angeles Clippers forward Josh Smith and his family. Apparently [...]

What would you say if someone walked up to you and said he won $471,000 at the racetrack, and that a [...]

Ant-Man held on to the #1 spot, but how did other movies stack up?Read more: Weekend Box Office Revi [...]

Christian Dior net worth: Christian Dior was a French fashion designer who had a net worth of $10 mi [...]

Donald Trump's arguing with reporters over his net worth is not a new phenomenon. Wait til you [...]

The annual list of the world's highest paid authors is fresh off the press. These 15 writers ha [...]

Jay Z has invested in so many successful business ventures in the past, but this one may revolutioni [...]

Against all odds, Under Armour has somehow become one of the most dominant sportswear companies on t [...]

I realize this is an uncomfortable/icky question, but what happens to Whitney Houston's money a [...]

 

Reuters Wealth News

NEW YORK (Reuters) - Forty percent of millennials have at least one tattoo, according to Pew Researc [...]

WASHINGTON (Reuters) - Some of the biggest U.S. corporate names on Monday offered their support - an [...]

(Reuters) - BlackRock Inc is on the prowl for energy and infrastructure projects in the United State [...]

BOSTON (Reuters) - Money managers, who have been cooling on gold for some time, last week held more [...]

ZURICH (Reuters) - Swiss bank UBS failed to impress investors with a jump in second-quarter profit a [...]

NEW YORK (Reuters) - When Stan Calow was growing up, frugality was a way of life: "You spend as [...]

LOS ANGELES (Reuters) - If you want your college student to learn money management skills, get him o [...]

(Reuters) - Amazon.com Inc's shares surged more than 20 percent in early trading on Friday, add [...]

NEW YORK (Reuters) - Charles Schwab Corp will more than double its salesforce, add branches and may [...]

NEW YORK (Reuters) - Charles Schwab Corp plans to build its retail branch network so it can sell fin [...]

 

MarketWatch Personal Finance

Americans get most of their daily sodium from processed food and restaurant food. [...]

Users love the social-media platform, which bodes well for the stock, writes Michael Brush. [...]

Retirement is more likely to improve your overall satisfaction and health, according to a working pa [...]

Career networking site LinkedIn gets the worst marks in a survey when it comes to social media compa [...]

Ford Motor Co. is responding to surging demand for high-end pickups by introducing a Limited version [...]

For the first time ever, student debt is playing a prominent role in a presidential campaign. [...]

The wealthiest couple on the planet, Bill Gates and his wife Melinda, celebrate their 40th wedding a [...]

 
 
 
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