Legacy Planning Services Vancouver BC

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Lugen Family Office - Front Entrance at the Marine Building

Your life is but a fleeting moment in history. If there are any doubts in your mind, take a Sunday drive through your local cemetery to observe people who also thought they had a lot of time left. An inscription on the floor within a Crypt of the Capuchin Monks, next to a pile of bones, is insightful,

"What you are, they once were. What they are, you will be."

The ancient Greeks had the saying, “Know Thyself,” inscribed on the Temple of Apollo at Delphi. It is only by being true to yourself that you will uncover the meaning of your life and how to fulfil your life purpose. True wealth is really about aligning your unique abilities, aspirations, passions, capital, relationships, and your daily actions towards making a real difference in your world. This is why we all live on one planet but there are over 7 billion different views of the world. Therefore, the answers to your life quests are found within your own vision of the world, not through another’s vision. We can definitely learn from each other but true change in your life will only occur when you know thyself and change your inner world to align with who you are as a person.
True Wealth is so much more than money or assets. Henry Ward Beecher said, “No man can tell whether he is rich or poor by turning to his ledger – it is the heart that makes a man rich – he is rich, according to what he is, not according to what he has.”

Through my extensive research on legacy planning, and working with numerous affluent families, I have discovered that true wealth is composed of six core capacities

Your Legacy Is Really The History Of Your Heart

The Newsroom

Everyone’s life journey is comprised of individual days. Some people are blessed with many days while other loved ones leave us far too soon. Unfortunately, we have all fallen into the trap of tracking our life journeys by plotting them on a calendar, or using the concept of linear time. The reality is that none of us have a guarantee of tomorrow. We need to remember that we only have three days within our possible control – today, which is the only day within our immediate control, yesterday which is no longer available and now only a memory, and the hope of a tomorrow, which is only a promise. By refocusing our time, talents, and treasures on ONLY these three days, you can create better tomorrows and happier yesterdays by simply making and acting upon wise decisions today.

The challenge with the term “legacy” is that we believe that legacy is something that we leave behind when we die. The reality is that we are all creating our own legacy on a daily basis since legacy is about living. We are confusing success with significance. The best way to differentiate these two terms is to view success as what happens in your lifetime while significance is your impact on multiple generations. John Maxwell says that Success asks, “How can I add value to myself?” while Significance asks, “How can I add value to others?” Therefore, the only way to move from success to significance is to take advantage of each day by making the world a better place for everyone since your legacy is a daily journey, not some future event. M. Scott Peck said, “Until you value yourself, you won’t value your time. Until you value your time, you will not do anything with it.” Click here to read more…..

Legacy Planning Done Right

By Vikram Barhat

Legacy planning is about passing on what you know. When people plan a legacy, the most important thing they want to bequeath is values and life lessons, not personal assets.


A rich opportunity, therefore, awaits advisors who revisit vision and values in the family, thereby re-establishing and building trust on an inter-generational basis, said Enzo Calamo, CEO, Lugen Family Office Inc ., speaking at the Distinguished Advisor Conference 2010 in Orlando, Florida.


Calamo shared key principles advisors could use in helping families build a dynasty. “We have to rethink what we’re doing when it comes to legacy planning and helping families actually build their family dynasty,” he said. “Only 10% of what advisors do – including estate planning, family planning, tax planning, investment planning – has a direct impact on legacy planning,” he said. Click here to read more…..

Evidence of a third faculty of the brain, the conative faculty, was announced at a conference for business, education, and government leaders from nine countries and 35 states, hosted by Kolbe Corp.

The conative faculty of the brain triggers purposeful action (conation).

Enzo Calamo of Vancouver, British Columbia, who attended the conference as a Kolbe Certified Consultant, will provide local business leaders, professionals, and educators with innovative methods of assessing and managing this part of the brain.Click here to read more…..
Gracious Living is about understanding the connection between compassion, stewardship, love, respect, and successful living. The following are some key principles you may want to add to your family philosophy (hopefully they are already there) so you can build a sustainable family dynasty. Click here to read more…..