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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

Greece Crisis 101: No way outOn Sunday, Greece will vote on a landmark referendum: "Yes" or "No" to another b [...]

China spends billions to prevent stock market crashChina's stock market is in trouble. It's down over 20% since mid-June. [...]

Greece deeply divided as vote on Europe loomsRead full story for latest details. [...]

Greek economists to Stiglitz and Krugman: Butt out!Crashing out of the euro may look like a good option for Greece ... from a comfortable office in New [...]

Uber suspends ride-sharing service in FranceRead full story for latest details. [...]

What a Depression looks like (Greek style)The Greek drama has spiraled out of control. The banks are closed and tens of thousands of people ar [...]

Don't bet against Joey Chestnut... or Nathan's?Competitive eater Joey "Jaws" Chestnut will attempt to win his ninth straight mustard belt [...]

 

CNN Small Business News

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

He's got killer instinct for hot tech startupsJohn Lilly, partner with Greylock Partners, has an enviable success record of investing in tech star [...]

Making it in the U.S.A.Brooklyn-based startup Maker's Row aims to connect U.S. manufacturers with entrepreneurs from a [...]

The best country for women entrepreneurs is....These are the countries where women entrepreneurs with the highest potential to create jobs and grow [...]

You'll never have to search for a parking spot againCircling for parking adds to congestion, bad air quality and traffic accidents. Parkifi is trying to [...]

The SimplifiersAre people lazy? Well, they certainly like companies that make it easy for them, and these seven sta [...]

Richard Branson picks startup winnersRichard Branson picked these three businesses as his favorite in the final of the "Pitch to Ric [...]

 

CNN Money News

10 most expensive collegesThe most expensive schools in the nation are charging close to $50,000 a year in tuition and fees al [...]

Pricey Manhattan restaurant owes staff $500,000 for unpaid tipsOne of the most expensive restaurants in New York City will pay $500,000 in restitution to workers f [...]

U.S. Navy triples paid maternity leave to 18 weeksRead full story for latest details. [...]

To be a glamorous bride for less, I flew to TaiwanThat's because I'm Taiwanese American and am in on a little-known secret. It's called [...]

White House crackdown on for-profit colleges begins todayRead full story for latest details. [...]

Retirement advice from a Boomer to a MillennialHere are four ways you can assist your young colleagues in preparing for retirement. [...]

Businesses rail against Obama's overtime rule changeThree powerful business lobbies push back against President Obama's overtime rule changes that [...]

 

Fortune Magazine

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Reuters Business News

ATHENS (Reuters) - Greece votes on Sunday on whether to accept more austerity in exchange for intern [...]

TOKYO (Reuters) - Factory worker Satomi Iwata has new co-workers, a troupe of humanoid automata that [...]

BEIJING/SHANGHAI (Reuters) - China froze share offers and set up a market-stabilization fund on Satu [...]

ATHENS (Reuters) - Greece votes on Sunday on whether to accept more austerity in exchange for intern [...]

BEIJING/SHANGHAI (Reuters) - China froze share offers and set up a market-stabilization fund on Satu [...]

(Reuters) - New Credit Suisse AG Chief Executive Tidjane Thiam has told a Swiss newspaper he wants q [...]

BRUSSELS (Reuters) - It's sultry early July and an emotional Jean-Claude Juncker is on the stum [...]

 

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

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

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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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Reuters Wealth News

SAO PAULO (Reuters) - Swiss lender UBS AG made a whistleblower deal with Brazilian authorities inves [...]

NEW YORK (Reuters) - Investors pulled $3 billion in assets from Pacific Investment Management Co [...]

BOSTON/LONDON (Reuters) - Hedge funds will likely attract billions of dollars in new money in the ne [...]

BOSTON (Reuters) - Greek voters will likely approve a bailout offer from creditors in a referendum s [...]

(Reuters) - The trailers for the new HBO show “Ballers” may be the wealth management industry's [...]

NEW YORK (Reuters) - DoubleLine Funds, whose co-founder Jeffrey Gundlach is widely followed for his [...]

NEW YORK (Reuters) - Not long ago, Americans megastars only came from places like network television [...]

MADRID (Reuters) - U.S private equity fund Blackstone is helping some borrowers in Spain meet mortga [...]

NEW YORK (Reuters) - U.S. syndicated loan issuance bounced in the second quarter from the two-and-a- [...]

NEW YORK (Reuters) - Star bond fund manager Bill Gross will be getting help running his struggling J [...]

 

MarketWatch Personal Finance

It’s so deceptive, the ease with which we convince ourselves we could build any one of the Jeep conc [...]

Millennial and Generation Z consumers fear dangerous, distracted drivers more than all of other comm [...]

The 2016 Lamborghini Aventador SV is by all accounts (including our own) totally, absolutely, comple [...]

More entrepreneurs are using the rollovers from their retirement accounts to start a business. [...]

ALPS ETF Trust has brought to NYSE Arca an exchange-traded fund that aims to deliver low-volatility [...]

Research, surveys and papers worth a closer look [...]

I recently gave myself the niftiest, thriftiest present which continues to reap the richest of all r [...]

The Greek-stock tracker “GREK” could get another dose of the record volume it’s been seeing after th [...]

 
 
 
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