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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.

To learn more, click here....

 

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

Elizabeth Warren tells Wall Street: 'Bring it on'Elizabeth Warren has a clear message for Wall Street: "Bring it on." [...]

How Hong Kong's subway turns a $2 billion annual profitYou can find one of Hong Kong's most profitable businesses about 30 meters below the earth [...]

How far Chinese moms will go to have U.S. babiesIt's no secret -- moms will do just about anything for their kids. [...]

Score one for China! U.S. loses Asia bank tussleJust a few months ago, Beijing's plan to build a rival to the World Bank looked like something [...]

McDonald's will test all-day breakfastMcDonald's is giving late sleepers and big breakfast fans something to smile about by serving M [...]

'Walking Dead' conquers ratings with record finaleThe title "Conquer" for the special 90-minute season five finale of "The Walking Dead [...]

CFO's viral video leaves him on food stampsRead full story for latest details. [...]

Connecticut bans state-funded travel to Indiana over anti-gay lawRead full story for latest details. [...]

Elon Musk to unveil 'major new Tesla product line'Read full story for latest details. [...]

Americans just aren't spendingRead full story for latest details. [...]

Jay Z's TIDAL music service to be owned by artistsJay Z along with some of the biggest artists in music made waves on Monday with the announcement of [...]

Robin Williams' wife, kids fight over his estateRead full story for latest details. [...]

 

CNN Small Business News

The futuristic bed that locks the door, brews coffeeMeet Luna, the tech-enabled mattress cover that just raised over $1.1 million on Indiegogo. [...]

Think there's a startup bubble? Bet $100K on it.Y Combinator president Sam Altman says there's no bubble -- that companies like Uber, Dropbox a [...]

This startup could help thwart school bombingsRead full story for latest details. [...]

Meerkat announces $14 million in fundingLive streaming startup Meerkat announced via livestream that it raised $14 million in funding from i [...]

Meerkat who? Introducing PeriscopePeriscope, acquired by Twitter in January, lets users live broadcast from their mobile devices. [...]

The great tech debate: Are we in a bubble or not?Here's a roundup of where some powerful Silicon Valley investors stand. [...]

Think there's a startup bubble? Bet $100K on it.Y Combinator president Sam Altman says there's no bubble -- that companies like Uber, Dropbox a [...]

9 reasons to be hopeful about women in techThese startups are working to leverage technology to level the playing field for minorities and wome [...]

Wanted: Female entrepreneursStartup hub American Underground is aggressively courting women- and minority-led startups. [...]

Send your texts 25 years into the futureAn app released this month lets you send messages, pictures, videos and voicemails to friends and fa [...]

Biased job ads: This startup has a fixBehind cybersecurity, lack of diversity is the next issue threatening companies. Laura Mather, found [...]

Meerkat stole the show at SXSW. Sorry, Twitter.Read full story for latest details. [...]

 

CNN Money News

Half of Americans are saving next to nothingRead full story for latest details. [...]

Job interview? Beat the millennial stereotypeRead full story for latest details. [...]

The average tax refund is now $2,893The IRS has paid out more than $191 billion in refunds so far this tax season to 66.1 million filers [...]

It's getting harder to afford a homeRead full story for latest details. [...]

4 reasons to sell your home nowRead full story for latest details. [...]

Most middle-class kids fail to earn bachelor's degreesLots of attention is paid to college graduation rates of lower-income students, but many middle-clas [...]

The big profits of payday lenders may be overPayday loans come with interest rates of 100% or higher. The government wants to crack down. [...]

Take a private jet to your college tour -- for $43,000If you're one of the lucky few for whom college won't break the bank, or even make a dent [...]

Rent vs. buy vs. live with mom and dadIt was "slacker" and embarrassing for Generation X, but living with parents is acceptable [...]

How to get Millennials to save for retirementWith more immediate concerns like launching a career, repaying school loans and establishing credit, [...]

Sailing around the world in retirement: How we did itRead full story for latest details. [...]

Federal workers owe the IRS $3.5 billionRead 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

STONE MOUNTAIN, Ga. (Reuters) - A top U.S. Federal Reserve official on Monday suggested stress tests [...]

SINGAPORE (Reuters) - Oil futures extended losses on Tuesday, as Iran and six world powers ramped up [...]

TAIPEI (Reuters) - Taiwan will submit an application to join the Beijing-led Asian Infrastructure In [...]

TOKYO (Reuters) - Asian stocks rose across the board on Tuesday after a rally on Wall Street and ste [...]

NEW YORK (Reuters) - U.S. stocks climbed more than 1 percent on Monday, rebounding from a sharp decl [...]

(Reuters) - Wal-Mart Stores Inc said it would omit a shareholder proposal that sought to link execut [...]

WASHINGTON (Reuters) - Hedge fund mogul William Ackman, who has spent more than two years accusing H [...]

 

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 [...]

 

Reuters Business Video

Some U.S. police departments are opening up to the idea of allowing buyers and sellers to meet at po [...]

Jay Z is expanding his music and entertainment empire with a little help from some talented friends [...]

A string of deal activity, especially in the healthcare sector, helped lift stocks on Monday, reboun [...]

 
 

Post Tagged with: "Consulting"

 
  • Brian Klapper: “The Q-Loop”

    Brian Klapper: “The Q-Loop” The business environment has never been more fast-paced and competitive. Survival, let alone success, depends on an organization’s ability to recognize possibilities, innovate, implement change, and sustain that transformation. Yet a paradox exists. How does an established organization filled with long-time employees, a deeply entrenched culture, and a history of drawn-out planning and development cycles become nimble, innovative, and responsive? In The Q-Loop Brian Klapper reveals the “art and science” of lasting transformation based on a proven, repeatable model. Learn how to unlock the potential of your organization’s collective intelligence to create buy-in from top to bottom. The Q-Loop extracts the deep knowledge that resides with front line employees, breaks down their inherent resistance to change, and converts them into passionate advocates who are fully invested in leading the organization to achieve transformational results. About the Speaker: Brian is the President and Founding Partner of The Klapper Institute. He is an internationally recognized expert in transformational change, working with a variety of global companies in financial services, consumer products, manufacturing, food service, utilities, retail, and healthcare. His experience spans all elements of the value chain, as well as all customer touchpoints. A recognized thought leader, Brian is currently working on a new book that provides insights on the complex cultural and operational issues that companies must address to achieve and sustain transformational change. Before founding The Klapper Institute, Brian was the President of The Tatham Group, a boutique process redesign firm. Previously, he was a Partner at Mercer Management Consulting (formerly Strategic Planning Associates, now Oliver Wyman) focusing on strategy development and operational transformation.

     
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  • 8 steps to leadership excellence: Kanishka Sinha

    8 steps to leadership excellence: Kanishka Sinha Mr. Sinha passed out from ISB in 2003 and has worked in companies like Arthur Anderson and HUL before founding Stillwater consulting. Stillwater Consulting is a corporate training firm that specializes in leadership development and organizational effectiveness.  

     
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  • How to Create Camaraderie in Your Family Business

    How to Create Camaraderie in Your Family Business Family Business Coach, Pete Walsh, encourages family businesses to get out of the office and create camaraderie. Go on a camping trip, spa weekend, golf trip or whatever you like to do.  

     
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  • 12 Ways To Save Your Family Business

    12 Ways To Save Your Family Business At the 2013 Top Producer Seminar, Tom Deans, author of “Every Family’s Business,” explains how to secure success and prosperity with your family business.  

     
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  • The Family Business FORUM – Larry Klar

    The Family Business FORUM – Larry Klar Transferring Your Business: Exploring Some Tax Issues in Succession Planning Larry Klar — Argosy Partners Ltd. Succession Fund Equity to Help Your Family Succeed in Business Succession Succession planning should be a deliberate process and not a one-time event. Business owners should realize that the best time to plan is when you can afford the time to properly evaluate alternatives and seek input from professional advisors. You ideally never want to be forced to accelerate your family business succession because of illness, divorce or death, so be prudent and plan ahead with care and candor. The Succession Fund of Toronto buys shares from selling shareholders in owner-operated businesses, and helps resolve family business ownership transition issues. The Succession Fund adds value by improving the depth of management teams, and providing financial and strategic input to support corporate growth plans. The Succession Fund helps family business owners/founders achieve a partial liquidity solution by taking “Chips off the Table”™. Larry is the Managing Partner of The Succession Fund, and a Partner with the merchant banking firm Argosy Partners. He is an accomplished professional in the mid-market private equity business. Larry is on the Board of the Family Firm Institute’s Ontario Chapter.  

     
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  • Who Around You Matters? – Jackie Freiberg

    Who Around You Matters? – Jackie Freiberg Jackie Freiberg has been on a mission to expose the unconventional, business-best practices of globally admired leaders. Jackie has dedicated her career to helping executives and managers practice the art of leadership and build great companies, where the Best places and the Best people do their Best work to make the world Better. Jackie has become a connoisseur of cool companies, places where people want to work and choose to stay. Jackie is on a mission to cure the Dead People Working™ syndrome, a global epidemic sweeping through so many companies today. Her goal is to create a movement of leaders who choose to defy mediocrity, take charge of their success at work and make a difference in their own little corner of the world.  

     
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  • Small Business Management–All in the Family and Beyond

    Small Business Management–All in the Family and Beyond Part 1 Published on Jan 8, 2013 Ronald Norelli, Northeastern alumnus, and president and CEO of Norelli & Company; and Kimberly Eddleston, associate editor of The Journal of Family Business Strategy and associate professor of entrepreneurship and innovation at the D’Amore-McKim School of Business at Northeastern University, discussed succession planning and other management strategies for small and family businesses. They talked about trends in innovation and organizational change for small businesses, and discussed how they must periodically transform themselves to improve or sustain their competitive positioning. Part 2  

     
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  • Corporate Speaker and Customer Service, Branding Building Expert Scott Deming

    Corporate Speaker and Customer Service, Branding Building Expert Scott Deming  

     
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  • Business Plans: Jim Goetz, Sequoia Capital

     
  • Tony Robbins – Create a New Story

     
  • The Business Plan

     
  • Secrets of Successful Family Businesses (Report 1 of 2)

     
  • Inheriting a business: how to make it a success

     
  • What are family business owners and managers thinking about?

     
  • What do family businesses need to do to continue to be successful?

     
  • How Top CEOs Cope with Constant Stress

     
  • How to Become a Leader

     
 
 
 

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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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Follow Enzo on LinkedIn

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Top 1% of LinkedIn Connectors in the World

 

Family Business Newswire

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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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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 1,200 Complimentary posts. Learn what some of the greatest philanthropists in history believe about gratitude and giving!

Read the latest news

 

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.

Read the latest news

 

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

LONDON/HONG KONG (Reuters) - Global equity issuance rose by a fifth to $231.5 billion in the three m [...]

(Reuters) - Raymond James & Associates said it had recruited a financial adviser from Wells Farg [...]

WASHINGTON (Reuters) - Hedge fund mogul William Ackman, who has spent more than two years accusing H [...]

NEW YORK (Reuters) - Algorithmic trading probably played a role in the abrupt move in the U.S. fixed [...]

(Reuters) - A federal appeals court said on Monday the United States is not liable to victims of All [...]

LOS ANGELES (Reuters) - The most common tax mistakes are pretty dumb ones, like forgetting to sign t [...]

LONDON (Reuters) - European private equity firm Bridgepoint has raised 4 billion euros ($4.4 billion [...]

NEW YORK (Reuters) - Private equity firm Warburg Pincus LLC has told investors it will seek to raise [...]

LONDON(Reuters) - Investment banks feeling the pinch from increased regulation since the financial c [...]

(Reuters) - Brokerages are rolling out software to help financial advisers with a challenge that can [...]

 

MarketWatch Personal Finance

Coca-Cola is changing dramatically, something investors haven’t noticed, writes Michael Brush. [...]

The industry is enriching investors who own target companies, writes Phil van Doorn. [...]

When the portfolio shrinks, the portfolio cumulative return shrinks much more. [...]

If a friend has a gift card, should you offer to buy it at face value or at a discount? Moneyologist [...]

Sheldon Jacobs, who started The No-Load Fund Investor, said that the most important thing in investi [...]

There’s a private jet service that will take you on college tours. Or how about an SAT prep class th [...]

Location trumps condition in the red-hot Bay Area real-estate market. [...]

 
 
 
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