Family Office & Billionaire Report - Empowering Family Dynasties
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Family Office & Billionaire Report - Empowering Family Dynasties
Lugen Family Office Is the most trusted resource for Family Offices and the UHNW
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Top Tips For A Powerful Brand

Top Tips For A Powerful Brand | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
One of the most important tools any business can have on its side is a powerful and instantly recognisable brand.The very best businesses are the ones that send out the message to customers that they
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The Top Ten Signs You Might Be a Taker

The Top Ten Signs You Might Be a Taker | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
If other people saw you as a selfish person, would you realize it? Over the past year, I’ve noticed some telltale clues:10. You look significantly hotter in your LinkedIn profile than in any other
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Loyalty: It’s Killing Your Business

Loyalty: It’s Killing Your Business | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
If you’re like me, your wallet or purse is bulging with loyalty cards and your inbox is flooded with loyalty offers. We’re not alone. The average US household belongs to an astonishing 23 loyalty
Tanja Elbaz's curator insight, December 4, 2023 9:20 AM
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Should 4% of Customers dictate your strategy?

Should 4% of Customers dictate your strategy? | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
As I line up to board the Delta flight from my home town of Sarasota, FL the announcement is made for all Diamond, Gold & Silver Customers to please board. At this point 75% of the people move
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Ranking Companies That Live Up to the Desire to Be Good

Ranking Companies That Live Up to the Desire to Be Good | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
A look inside B Lab's third annual list of companies that are "best for the world"
Tanja Elbaz's curator insight, December 4, 2023 9:21 AM
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Oprah's New Favorite Thing: Starbucks's Howard Schultz

Oprah's New Favorite Thing: Starbucks's Howard Schultz | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
The CEO's willingness to take political stances seems to have won over Oprah Winfrey enough for Starbucks to launch a tea brand with the media icon
Tanja Elbaz's curator insight, December 6, 2023 3:42 PM
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How a 'Yes' Mentality Helped Turn 'Yes to' Into a Major Beauty Brand

How a 'Yes' Mentality Helped Turn 'Yes to' Into a Major Beauty Brand | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Joy Chen, CEO of the company behind the Yes to Carrots and Yes to Tomatoes beauty lines, shares her experience turning the once unprofitable company into a...
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What Movie Sets Can Teach Startups About Managing Creatives

What Movie Sets Can Teach Startups About Managing Creatives | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
We talk to a production company for its tips on how small companies can put together teams that work.
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10 Questions CFOs Should Ask Their Controllers

10 Questions CFOs Should Ask Their Controllers | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Understand your accounting department's methods and foster a process to improve efficiency, transparency and solid reporting.
Tanja Elbaz's curator insight, December 6, 2023 3:29 PM
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How a Personal Assistant Can Help You Be Even More Awesome

How a Personal Assistant Can Help You Be Even More Awesome | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
There's a defining time in every well-maintained brand when it becomes so popular and respected that you have to ask yourself, 'Can I continue...
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Larry Page Lays Out His Plan for Your Future | Wired Business | Wired.com

Larry Page Lays Out His Plan for Your Future | Wired Business | Wired.com | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
At TED, Google CEO Larry Page talked about how he'll use the resources of the world's third-largest company to build his techno-optimistic vision of the future.
Tanja Elbaz's curator insight, December 4, 2023 9:22 AM
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Bill and Melinda Gates Aren't Leaving Their Kids Billions | Wired Business | Wired.com

Bill and Melinda Gates Aren't Leaving Their Kids Billions | Wired Business | Wired.com | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Despite their vast fortune, Bill and Melinda Gates said they want their children to have a sense that their own work is meaningful.
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Paying bills: You’re doing it wrong

Paying bills: You’re doing it wrong | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Americans change the order they pay bills (and it’s still not right).
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U.S. jobless claims rise 5,000 to 320,000 Economic Report

U.S. jobless claims rise 5,000 to 320,000 Economic Report | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Applications for U.S. unemployment benefits rose in the second week of March but remained near the lowest level since the end of the recession almost five years ago, according to the latest government figures. Initial jobless claims climbed by 5,000 to a seasonally adjusted 320,000 in the period of March 9 to March 15.
Tanja Elbaz's curator insight, December 4, 2023 9:22 AM
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Dementia Diaries can educate all generations on the challenges of mental health - carehome.co.uk News

Dementia Diaries can educate all generations on the challenges of mental health - carehome.co.uk News | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
carehome.co.uk News Dementia Diaries can educate all generations on the challenges of mental health carehome.co.uk News The Dementia Diaries are now available in every Kent primary and secondary school and plans are under way to develop them into...
Tanja Elbaz's curator insight, December 4, 2023 9:21 AM
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Family Office Exchange Honored for Outstanding Contribution to Wealth ... - Virtual-Strategy Magazine (press release)

Family Office Exchange Honored for Outstanding Contribution to Wealth ... - Virtual-Strategy Magazine (press release) | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Family Office Exchange Honored for Outstanding Contribution to Wealth ...
Tanja Elbaz's curator insight, December 4, 2023 9:22 AM
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The global rise of the family office | Lexology

The global rise of the family office | Lexology | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Family offices are helping high-net-worth families manage and increase their wealth, and their popularity is growing. With global wealth in the…
Tanja Elbaz's curator insight, December 4, 2023 9:19 AM
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How To Grow The Number Of Women-led Tech Startups

How To Grow The Number Of Women-led Tech Startups | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
By Candice M. Hughes, PhD, MBA Everyone by now has heard the statistic that only 3% of tech startups are led by women (according to the Kaufmann Foundation Report). The immediate reaction this news triggered is a frenzy of programs to get girls interested in science, math and technology at an [...]
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TED2014: Charity work by Bill, Melinda Gates not without missteps

TED2014: Charity work by Bill, Melinda Gates not without missteps | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Bill and Melinda Gates, the richest couple in the world, long ago decided to devote the bulk of their wealth to charitable causes, reducing child poverty and illness in the developing world, and improving education in the United States. But in a candid interview with Chris Anderson, the curator of the TED conference in Vancouver, they acknowledged their great wealth hasn't saved them from making costly mistakes.
Tanja Elbaz's curator insight, December 3, 2023 3:47 PM
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Lowest Loonie In 5 Years

Lowest Loonie In 5 Years | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
TORONTO — The Canadian dollar fell heavily Wednesday to close below 89 cents U.S. for the first time since mid-2009 as markets interpreted comments by the chair of the Federal Reserve to mean the U.S. central bank could raise interest rates sooner than thought. Speculation about Fed intentions came a day after the governor of the Bank of Canada, Stephen Poloz, indicated that interest rate hikes in Canada could be further away than thought.
Tanja Elbaz's curator insight, December 6, 2023 3:33 PM
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Use of limited liability companies in estate planning - WRAL Tech Wire

Use of limited liability companies in estate planning - WRAL Tech Wire | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Use of limited liability companies in estate planning
WRAL Tech Wire
Editor's Note: Stuart B. Dorsett is a member of the Trusts and Estates Practice Group at Ward and Smith, P.A.
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Parenting in the social media age

Parenting in the social media age | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Tanja Elbaz's curator insight, December 3, 2023 3:49 PM
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Why Age Shouldn't Matter When Choosing A Financial Advisor

Why Age Shouldn't Matter When Choosing A Financial Advisor | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Individuals must consider many factors when choosing a financial advisor: expertise, credentials, types of services offered, how the firm charges and how much, whether his is a fiduciary, and if their philosophies are in line with each other.   
  
Another factor that some people confuse in their vetting process involves the idea of experience. It used to be that someone approaching retirement age would not consider working with an advisor who did not have the requisite amount of “gray hair.” This was not surprising.
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Retirement Confidence Improves For A Few, Study Finds

Retirement Confidence Improves For A Few, Study Finds | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
Americans� confidence in their ability to retire comfortably has improved from the record lows of the past five years, according to the Employee Benefit Research Institute (EBRI).

Eighteen percent of workers who participated in EBRI�s 2014 Retirement Confidence Survey are very confident of a comfortable retirement, up from 13 percent in 2013.

However, this increased confidence was almost exclusively among those with higher household incomes ($75,000 and up), and was also strongly correlated to respondent�s participation in a retirement plan.

�In fact, workers reporting they or their spouse have money in a defined contribution plan or IRA or have a defined benefit plan from a current or previous employer are more than twice as likely as those without any of these plans to be very confident (24 percent with a plan vs. 9 percent without a plan),� noted Jack VanDerhei, EBRI research director, and co-author of the report.

Retiree confidence in having a financially secure retirement, which historically tends to exceed worker confidence levels, says EBRI, has also increased, with 28 percent very confident up from 18 percent in 2013.

Confidence in being able to afford various aspects of retirement has also improved.
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Questions To Ask When Clients Want To Lend Money To Children

Questions To Ask When Clients Want To Lend Money To Children | Family Office & Billionaire Report - Empowering Family Dynasties | Scoop.it
One of the more delicate situations that we as financial planners come across is helping clients decide whether to lend their children money when that child comes asking.

Few, if any financial decisions are more personal or emotional then when a person must decide whether to say "Yes" or "No" to a child. Helping clients navigate through these emotional and financial decisions can really help save them from heartache and grief down the road.

The first question to ask your clients is whether they actually want to lend the money.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.