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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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CNN Financial News

Republicans to theaters: Don't be 'bullied,' show Sony's 'The Interview'The Republican National Committee has a message for theater owners: Put "The Interview" ba [...]

A defiant Sony scrambles to find a way out for 'The Interview'Read full story for latest details. [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You've got to hurry, or your gift won' [...]

How has middle class Christmas changed?Read full story for latest details. [...]

Reporter behind story of $72 million teen trader stays at NY MagRead full story for latest details. [...]

'Colbert Report' says goodbye with record ratingsThe Colbert Nation tuned in big time to say goodbye to "The Colbert Report." [...]

Not everyone is a fan of 'Serial'Even if you aren't a big public radio fan, you've heard all about the podcast "Serial [...]

 

CNN Small Business News

Unilever lays an egg: Drops Just Mayo lawsuitUnilever sued Hampton Creek over its egg-free mayonnaise spread Just Mayo. But the company behind Be [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

Reddit cofounder: The next Google is one visa away from leaving U.S.Read full story for latest details. [...]

The heart of the Internet has been hackedICANN, the all-powerful but little-known organization that administers global website domain names, [...]

Oprah-approved startup raises $6.25 millionNews startup The Skimm announced a new round of funding, 1 million active readers, and plans to expa [...]

Cow farmers get high-tech tracking appBrazilian startup BovControl is turning cows into data with a mobile app. [...]

Google Ventures: less Ubers, more health careThe venture capital investment arm of the tech giant has quadrupled its funding of life sciences and [...]

 

CNN Money News

Top 1%: What they made, what they paidRead full story for latest details. [...]

Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- wheth [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You still have time, but not much. Here's t [...]

Payday lenders throw millions at powerful politicians to get their wayPayday lenders are spending millions of dollars in Washington in an attempt to get powerful politici [...]

Mortgage rates hit a new low for the yearAmid falling gas prices and investor nervousness, the average rate for a 30-year fixed-rate loan fel [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

The 2014 tax breaks you'll be able to takeCongress waited until the last minute to decide what to do with a slew of expired tax breaks. They e [...]

 

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. [...]

 

Reuters Business News

SEOUL/WASHINGTON (Reuters) - North Korea said on Saturday U.S. accusations that it was involved in a [...]

WASHINGTON (Reuters) - Satellite TV provider DISH Network Corp and Comcast Corp's SportsNet hav [...]

SEOUL/WASHINGTON (Reuters) - North Korea said on Saturday U.S. accusations that it was involved in a [...]

CHICAGO/NEW YORK (Reuters) - Shoppers filled up malls and department stores on the last weekend befo [...]

BRUSSELS (Reuters) - The European Central Bank should start buying government bonds to tackle poor i [...]

SEATTLE (Reuters) - Workers at planemaker Boeing's Everett plant near Seattle are following ext [...]

NEW YORK (Reuters) - U.S. stocks extended gains for a third session on Friday, giving the S&P 50 [...]

 

Reuters Economy News

CHICAGO/NEW YORK (Reuters) - Shoppers filled up malls and department stores on the last weekend befo [...]

BRUSSELS (Reuters) - The European Central Bank should start buying government bonds to tackle poor i [...]

VIENNA (Reuters) - The head of Austria's government criticized fellow European Union countries [...]

BERLIN (Reuters) - European Central Bank Vice President Vitor Constancio said in a magazine intervie [...]

SHANGHAI (Reuters) - China has cut red-tape for foreign bank branch openings and entry into renminbi [...]

 

Reuters Business Video

Stocks modestly extend gains post a massive two-day rally. Leah Duncan reports. [...]

Comments from Federal Reserve chair Janet Yellen spurred a Santa Claus rally this week, analysts see [...]

John Manley, chief equity strategist at Wells Fargo Advantage Funds sees the Dow hitting the 18,000 [...]

U.S. President Barack Obama says it was a “mistake” for Sony Pictures to cancel the release of its m [...]

President Obama says Americans can enter the new year with 'renewed confidence' in a stron [...]

George Soros’ son Alexander discusses the influence of his father and how he selected causes to supp [...]

FIFA's executive committee decides to publish - ''in appropriate form'' - i [...]

 
 

Post Tagged with: "True Wealth"

 
  • You are searching the world for treasures but the real treasure is yourself – Rumi

    You are searching the world for treasures but the real treasure is yourself – Rumi

    You are searching the world for treasures but the real treasure is yourself – Rumi  

     
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  • True Wealth versus Money

    True Wealth versus Money

    True Wealth versus Money

     
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  • What is Seven Generation Thinking?

    What is Seven Generation Thinking?

    In today’s society, it is very easy to think that estate planning or succession planning is only about your immediate nuclear family. However, as Thich Nhat Hanh reminds us:   “If you look deeply into the palm of your hand, you will see your parents and all generations of your ancestors. All of them are alive in this moment. Each is present in your body. You are the continuation of each of these people.”   With Seven Generation Thinking, the goal is to take a long term perspective of where you  want your family and business to be in 150 years. Obviously, chances of you,  or any of your immediate generation family members, surviving this full cycle are slim. However, it must be said that with new scientific breakthroughs occurring on a daily basis,  the previous statement on longevity may dramatically change in a few years. Therefore, your objective with Seven Generation Thinking is to plant the seeds of success and significance today for future generations..   The best way to visualize Seven Generation Thinking is to follow these seven processes and principles to manifest it:   1) Respecting Traditions: Keep alive the memories and stories of past generations, along with the important values and traditions that you and your family are currently following and respect. 2) Utilizing, Documenting, and Preserving Best Practices: Every member of your family has unique abilities and gifts that contribute to your family’s success. It is important that you develop a process to properly utilize, capture, and preserve those gifts for the current and future generations. It is folly to presume that your family will have those unique strengths easily available within the next generation. 3) Finding Common Ground: In order to bring together your current family, and keep future generations unified, it is critical to find common ground that everyone is willing to support. Becoming a significant inter-generational family requires a higher purpose that all family members are willing to work towards. 4) The Whole is Greater than the Sum of its Parts: Too often families confuse material success with true wealth. Just because one particular family member earns more money, or accumulates more material wealth, than other family members, it is important to remember that material wealth cannot be taken with you once you pass on. True wealth involves creating a pooled resource for the family, also known as the family’s culture, that captures each family member’s unique abilities, the various family life stories, intellectual capital, financial capital, experiential capital, relationship capital, and spiritual capital. 5) Life is the Ultimate Gift: Unfortunately one of the biggest crises of our time is that human life is being devalued in relationship to material wealth. In reality, every living being is already a trillionaire, at least in the living cells that create your body. It is important to remember that your treasure is meant to support your time and talent so you can fulfill your life purpose. Unfortunately, too many families have fallen into the trap […]

     
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  • Managing your Family’s True Wealth

    Your Family’s True Wealth is all-inclusive. If we were building your Family’s actual “Life Net Worth”, your assets would include the aggregate of the following for each family member:   1) Personal Capacities: What do you think, feel, and do wth your life and time? What are you doing about your health? 2) Relational Capacities: Who are the most important relationships in your life? What are you doing to nourish them? Who is in your World – family, friends, colleagues, professionals, community, church, country, etc. 3) Material and Lifestyle Capacities: What do you have in your life? Do you match your cash flow to your values? What are you attracting into your life and does it help you fulfill your life purpose? Are you living the life of your dreams? Are you being true to yourself or are you building assets for the sake of having the assets or to impress people you do not really care about? 4) Experiential Capacity: What are your core values? What meanings have you attached to your life experiences? What are you passionate about? Do you have a Bucket List of the most important things you want to experience while you are alive? 5) Spiritual Capacity: Are you a human being trying to develop your notion of a spiritual life OR are you a spiritual being living a values based human life? Are you a steward of God’s Will? Do you believe in a cause greater than yourself for the benefit of others?   Marian Wright Edelman says, “Service is the rent we pay for living. It is the very purpose of life, and not something you do in your spare time.” Richard Leider, in his book, “The Power of Purpose,” describes the following advice that Cancer Therapists Carl and Stephanie Simonton tell their patients,   “You must stop and reassess your priorities and values. You must be willing to be yourself, not what people want you to be because you think that is the only way you can get love. You can no longer be dishonest. You are now at a point where, if you truly live, you have to be who you are.” This is something all of us should remember each day since one day will truly be our last. Leave your World a better place rather than leaving it with regrets.

     
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Family Office Newswire

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 6,500 Posts and growing rapidly with relevant topics!

Learn from Billionaires How To Handle Your Family Wealth.

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UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,500 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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Follow Enzo on LinkedIn

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Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,300 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 1,100 posts. 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.

Enzo Calamo,
AIP Ambassador, Past President

To learn more about AIP, click here

 

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Reuters Wealth News

FRANKFURT (Reuters) - The world's biggest bond investor Pacific Investment Management Co (Pimco [...]

(Reuters) - A former securities arbitration official's wrongful termination suit against the Fi [...]

(Reuters) - The biggest investor in Meredith Whitney's hedge fund has demanded his money back a [...]

BOSTON (Reuters) - Baltimore asset manager Legg Mason Inc's board has approved additional futur [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

NEW YORK (Reuters) - AdvisorHUB, a year-old gossip and news website for the brokerage industry, has [...]

NEW YORK (Reuters) - There are plenty of delicate subjects during the holiday season, but one of the [...]

 

MarketWatch Personal Finance

When is price-checking often a waste of time, and when will it yield you real savings? [...]

Businesses that are growing thanks to Weed Inc. [...]

The Holy Grail may finally be in sight for America’s cigar smokers. [...]

Gift-worthy bottles of liquor and wine deserving of a spot under your Christmas tree. [...]

Could a Cuban beach vacation be the next big thing for American travelers? [...]

Connoisseurs of brown spirits are paying heed to Japan. [...]

Heating oil is losing market share to natural gas, electricity and other sources. [...]

 

MarketWatch Top Stories

Two New York City police officers were shot and killed after a gunman ambushed their patrol car outs [...]

The number of working-age households facing a retirement-savings shortfall remains near a 30-year hi [...]

Sony Pictures CEO says President Barack Obama mistaken about Sony’s decision to pull a movie out of [...]

When is price-checking often a waste of time, and when will it yield you real savings? [...]

The U.S. saw 4,735 pedestrian deaths in 2013, a slight decline from the previous year but still 15% [...]

A larger share of lending to the energy sector came from high-yield debt rather than through traditi [...]

Deaths in car crashes have fallen by about a quarter in the last decade, new federal data released o [...]

 

MarketWatch Pulse

WASHINGTON (MarketWatch) - No National Football League team will relocate to Los Angeles in 2015, ac [...]

WASHINGTON (MarketWatch) - The Environmental Protection Agency on Friday issued new federal rules fo [...]

NEW YORK (MarketWatch) -- The number of investors betting that the U.S. dollar will strengthen again [...]

SAN FRANCISCO (MarketWatch) -- News Corp said Friday it had acquired BigDecisions.com in India for u [...]

NEW YORK (MarketWatch) -- Walgreen Co. said on Friday that it plans to withdraw its stock from listi [...]

WASHINGTON (MarketWatch) -- A Russian investment fund called the Marshall Capital Fund was among a g [...]

NEW YORK (MarketWatch) -- Staples Inc. provided on Friday an update to the findings of its investiga [...]

 
 
 
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