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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.

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  • Russian ruble firms sharply as government pressures exporters December 17, 2014
    MOSCOW (Reuters) - Russia's ruble strengthened sharply on Wednesday after dramatic falls on the previous two days as the government pressured exporters not to hoard foreign-currency earnings and the central bank announced new measures to support financial stability.
  • PepsiCo earnings may be pressured by currency fluctuations December 17, 2014
    (Reuters) - PepsiCo Inc earnings could come under pressure in the fourth quarter due to currency fluctuations, investors said, as the company's biggest foreign markets - Russia, Mexico and Canada - have all taken hits to their currencies in recent months.
  • U.S. consumer prices fall on gasoline; eyes on Fed December 17, 2014
    WASHINGTON (Reuters) - U.S. consumer prices recorded their biggest drop in nearly six years in November as gasoline prices tumbled, but that did not change views the Federal Reserve would start raising interest rates in mid-2015.
  • FedEx profit misses expectations; stock down December 17, 2014
    CHICAGO (Reuters) - FedEx Corp on Wednesday posted lower-than-expected quarterly earnings as results at its FedEx Ground and FedEx Freight units missed estimates, and it reiterated an outlook analysts consider conservative, sending its stock down nearly 5 percent.
  • Wall St. climbs ahead of Fed decision December 17, 2014
    NEW YORK (Reuters) - U.S. stocks were higher shortly after the open on Wednesday, following a three-session losing streak for major Wall Street indexes, as investors awaited the U.S. Federal Reserve's final statement of the year that may set the stage for interest rate hikes in 2015.
 

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  • Dollar recovers ahead of Fed; rouble off lows December 17, 2014
    NEW YORK (Reuters) - The U.S. dollar rebounded against major currencies on Wednesday on expectations that the Federal Reserve would signal rate hikes were on track, while the rouble recovered as...
  • U.S. consumer prices fall on gasoline; eyes on Fed December 17, 2014
    WASHINGTON (Reuters) - U.S. consumer prices recorded their biggest drop in nearly six years in November as gasoline prices tumbled, but that did not change views the Federal Reserve would start...
  • Wall St. climbs ahead of Fed decision December 17, 2014
    NEW YORK (Reuters) - U.S. stocks were higher shortly after the open on Wednesday, following a three-session losing streak for major Wall Street indexes, as investors awaited the U.S. Federal...
  • World market shockwaves ripple far and wide from oil price epicenter December 17, 2014
    LONDON (Reuters) - The financial turmoil engulfing Russia is a symptom of a wider world markets quake that has its epicenter in oil's collapse and Western disinflation but is now rippling far and...
  • Brazil Congress approves lower fiscal goal in 2015 budget December 17, 2014
    BRASILIA (Reuters) - Brazil's Congress on Wednesday approved federal budget guidelines that set a much lower savings goal for next year, in line with President Dilma Rousseff's efforts to regain...
 

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  • China seeks Balkans foothold December 17, 2014
    Chinese Premier Li Keqiang tells a summit of eastern European leaders that China will pledge billions of dollars in funding as it seeks a stronger foothold in the region. Should the EU worry over, or welcome, the approach? David Pollard reports.
  • Russia turmoil sparks flight to safety December 17, 2014
    The collapse in Russia's rouble slows for a while, but fears of how the crisis will hit not only Moscow but its trade partners are deepening. As Ciara Lee reports, the repercussions could be felt far and wide.
  • Ivory trade boom swamps law efforts December 17, 2014
    Demand for ivory has claimed the lives of tens of thousands of African elephants and now a conservation report says the illegal trade is overwhelming efforts to enforce the law. Amy Pollock reports.
  • Mi casa, new casa December 17, 2014
    Spain is seeing the first signs of improvement in the house-building sector for the first time since the financial crisis hit in 2008. David Pollard reports.
  • Russia worries rock emerging markets December 16, 2014
    Russia's rouble crisis is sending Asian emerging market investors running for cover, with many running to the safety of the Japanese yen. Tara Joseph reports.
 
 

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  • What if… We knew the difference between leadership and management?

    What if… We knew the difference between leadership and management?

    What if… We knew the difference between leadership and management?   Presenter: Tony Mortensen, Director of the Executive Development Programmes   · What is strategic leadership? · What is effective management? · Do organisations know the difference? · What is best for achieving sustainable growth?   The last decade has seen an exponential increase in the number of courses offered in the area of organisational leadership, with almost every major business school worldwide now offering specialised training in this area. Do organisations truly understand the key difference between leadership and management? Do they understand what is needed in their organisation to achieve efficiency, profitability and sustainable growth? If we employ skilled people to undertake the different tasks in an organisation do we really need to manage those people or are we better off allowing them to do what we employed them to do. The flip side of this is that if we do not manage these people effectively then the organisation runs the risk of becoming less efficient and effective at providing society with the desired outcomes. At odds with both these ideas is the fact that New Zealand is now seen as one of the hardest working countries in the OECD, yet our productivity continues to fall. Therefore, are organisations getting the best from their human resource or are we as a society destined to be out-performed? Tony has over 18 years’ experience in accounting, management and education and is now responsible for executive training through the Master of Business Administration (MBA), Postgraduate Certificate in Strategic Leadership, Master of Business Management (MBM), Master of Professional Accounting (MPA) and Executive Education (short courses).  

     
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  • 3 Dimensions of Innovation: James Wallbank

    3 Dimensions of Innovation: James Wallbank In the late 90’s James imagined an alternative model of lifelong digital engagement that would be free and open to all, and would develop a wide range of skills and abilities at a minimal cost. A key seemed to be mobilising the wasted resources he saw around him – prematurely obsolete technology, trashed materials, empty buildings, and the wasted time of people who couldn’t find work. The do-it-yourself media lab that emerged from that vision, Access Space, opened in 2000 and is still running today. It combines recycled computers, free software and the collective intelligence of a peer learning community to build a powerful platform for developing skills and enterprise. Access Space develops confidence, capability, creativity and connections, and seeks to spread its holistic approach. Currently the organisation is researching the individual, enterprise and community development potential of advanced manufacturing technologies. James contends that access to technology and technological skills, are necessary, but insufficient, for individuals, enterprises or communities to thrive; other very different capabilities are also needed.

     
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  • 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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  • Talent Management Best Practices: Identifying and Developing High Potential Leaders

    Talent Management Best Practices: Identifying and Developing High Potential Leaders Kevin Groves, assistant professor of organizational theory and management at the Graziadio School of Business and Management, makes a case for why talent management matters now more than ever. Based on his research, he offers a model for talent management best practices and the implications of his findings for organizations.  

     
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  • The Model of Hope: Daniel Simkin and Ethan Wasserman

    The Model of Hope: Daniel Simkin and Ethan Wasserman Daniel Simkin is the co-founder and co-director of HopeBook, Inc, a nonprofit organization dedicated to help cancer patients. He was born and raised in Venezuela. In 1997 he was diagnosed with Non-Hodgkin Lymphoma and the doctors’ prognosis revealed that Daniel would only live for two months. He not only survived and lived past those two months, but he fought cancer for a year. He remembers that there were 23 other children in the Cancer Ward at that time who were also battling this horrible disease, of which he is one of only three survivors from that group. Today he has been cancer free for 15 years. For Daniel, cancer has changed his entire viewpoint on life, and he really enjoys helping cancer patients. Daniel is the co-founder and co-director of HopeBook, Inc, a non-profit organization dedicated to help cancer patients. Currently, Daniel lives and studies in New York City. He is majoring in Business Management and minoring in Mathematics at Yeshiva University and will be graduating in 2014. Daniel is a serial entrepreneur who, at 22 years of age, has created six different companies. Daniel plans to continue dedicating his time to those with cancer. Ethan Wasserman is a co-founder of HopeBook, a non-profit that helps young cancer patients through the tough challenges they face everyday. His co-founder suffered from cancer and realized that even simple questions like, “Why is this happening to me?” are hard to answer. HopeBook was started to provide these answers and stop patients from feeling alone. HopeBook is a community project dedicated to creating, distributing and providing hope to patients in the form of a book. This interactive diary is a collection of information, games, health facts and stories of people who overcame the same struggles and are alive and thriving today. It provides a vision of a future to patients by sharing stories of many others who survived the same disease. It has created a network of friends who use their experiences to help current patients. Ethan graduated Yeshiva University with degreesin Psychology and Political Science. He is currently a Presidential Fellow for the Sy Syms School of Business at YU.  

     
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  • Adam Grant ” The Power of Powerless Communication”

    Adam Grant ” The Power of Powerless Communication” Adam Grant, author of ‘Give and Take’ and the youngest tenured professor at Wharton- gives us some insight into what works in communication. Grant uses results from research as well as stories from his own life to get us thinking about how we are perceived when we communicate and how to tweak our style to maximize our results.

     
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  • Keys to leadership success

    Keys to leadership success ESADE Visiting Professor and leadership expert Richard Boyatzis discusses the characteristics that distinguish effective leaders from non-leaders

     
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  • Collaboration -Affect/Possibility – Ken Blanchard

    Collaboration -Affect/Possibility – Ken Blanchard Stating that “no one of us is as smart as all of us,” Ken Blanchard teaches us three aspects of successful collaboration: 1. if you meet someone who wants to accomplish something, and you want to accomplish something, the experience is meant to be dynamic; 2. rely on the different skills and experience people bring to the table; 3. “essence” and “form” are the two characteristics of a solid collaboration.  

     
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UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,400 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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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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  • Jose Diaz-Balart Net Worth December 16, 2014
    José Díaz-Balart Net Worth: José Díaz-Balart is a Cuban-American journalist and television anchorman who has a net worth of $5 million. José Díaz-Balart wasRead more: Jose Diaz-Balart Net Worth
  • Gabriel Porras Net Worth December 16, 2014
    Gabriel Porras Net Worth: Gabriel Porras is a Mexican actor who has a net worth of $8 million. Gabriel Porras was born February 13,Read more: Gabriel Porras Net Worth
  • Pablo Alborán Net Worth December 16, 2014
    Pablo Alborán Net Worth: Pablo Alborán is a Spanish musician, singer and songwriter who has a net worth of $10 million. Pablo Moreno deRead more: Pablo Alborán Net Worth
  • Cristián de la Fuente Net Worth December 16, 2014
    Cristián de la Fuente Net Worth: Cristián de la Fuente is Chilean actor who has a net worth of $18 million. Cristián de laRead more: Cristián de la Fuente Net Worth
  • Cristián Suárez Net Worth December 16, 2014
    Cristián Suárez Net North: Cristián Suárez is a Chilean football defender who has a net worth of $10 million. Cristián Fernando Suárez Figueroa (bestRead more: Cristián Suárez Net Worth
 

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