From ENTITLED BRAT to CONTRIBUTING LEADER | Business | Wealth | Inheritance Planning | Estate | Wills

Me2We, Dr. Kirby Rosplock and the Amazon - The Complete Family Office Handbook - Episode 10

Franco Lombardo and Scott Paton — Thu, 08 May 2014 20:13:11 +0000

Betty Gaertner, Kirby Rosplock and Franco Lombardo discuss their upcoming trip to the Amazon and its impact on the relationships it can have in your family. What legacy do you want to leave your descendants?

Come and join us in The Amazon for a life changing experience. Discover your tribe in the Amazon. Dream what you are capable of, design your future and create your destiny.

Immersive, volunteer trips of this nature are truly unparalleled travel experiences. And since there's no better classroom than the greater world itself, there are no more impactful or life-changing lessons for your family members than their immersion into these eye-opening, vibrant cultures.

Me to We’s Ecuador service trips take place deep in indigenous communities of the country’s rugged mountains or in the Amazon region. Ecuador’s natural landscapes are an ideal classroom for lessons on conservation, biodiversity and rural development issues. The country’s rich cultures, contrasted against a history of indigenous issues and economic disparities, makes for a truly hands-on global education experience.

Me to We is an innovative social enterprise that offers socially conscious and environmentally friendly products and life-changing experiences.

http://www.metowe.com

Kirby Rosplock, PhD is a recognized researcher, innovator, advisor, author, and speaker in the family business and family office realms. For the last decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, based in Jupiter, Florida, one of the most prominent multi-family offices in the U.S. As the founder of Tamarind Partners, Inc., a research, advisory and consultancy practice that works with families, advisors and institutions connected to the family office market, Rosplock provides leading edge insights and knowledge to the family office domain.

http://www.rosplock.net

Dr. Kirby Rosplock - The Complete Family Office Handbook - Episode 9

Franco Lombardo and Scott Paton — Fri, 31 Jan 2014 17:56:49 +0000

Franco Lombardo and Dr. Kirby Rosplock discuss the challenges of remaining wealthy from generation to generation. They also share how their newest joint project, Family Tribe in the Amazon started.

Dr. Kirby Rosplock is an expert on the family office concept and a recognized researcher, innovator, advisor on the subject. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family’s foundation.

Learn more at her website: http://rosplock.net

She is the author of The Complete Family Office Handbook which explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

Claim your copy at http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118367308.html.

Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook.

Affluenza - From ENTITLED BRAT to CONTRIBUTING LEADER Episode 8

Franco Lombardo and Scott Paton — Mon, 20 Jan 2014 21:35:50 +0000

Affluenza, a portmanteau of affluence and influenza, is a term used by critics of consumerism. The book, Affluenza: The All-Consuming Epidemic, defines it as "a painful, contagious, socially transmitted condition of overload, debt, anxiety and waste resulting from the dogged pursuit of more".

A potential criticism of the idea of affluenza is that it presents subjective social critique as an objective, inevitable and debilitating illness.

British psychologist Oliver James asserts that there is a correlation between the increasing nature of affluenza and the resulting increase in material inequality: the more unequal a society, the greater the unhappiness of its citizens. Referring to Vance Packard's thesis The Hidden Persuaders on the manipulativemethods used by the advertising industry, James relates the stimulation of artificial needs to the rise in affluenza.

Texas teenager Ethan Couch avoided spending more than 20 years in prison he killed four people and seriously injured two others while drunk behind the wheel.

Couch's defence team argued that the wealthy 16-year-old suffers from "affluenza" and therefore had no ability to rationalise the connections between his behaviour and its consequences because his parents had never taught him right from wrong.

Couch was sentenced to 10 years probation.

http://www.francolombardo.com

The Legacy of Martin Luthor King, Jr.... From ENTITLED BRAT to CONTRIBUTING LEADER Episode 7

Franco Lombardo and Scott Paton — Mon, 21 Oct 2013 20:32:15 +0000

Franco shares his experiences at WeDay put on by "Me to We", where he met Martin Luthor King lll and other world-changing leaders.

More than a decade ago, Me to We’s co-founders, Craig and Marc Kielburger, travelled by pack mule up a mountain in Ecuador to build a school for an impoverished community.

At first, it seemed so simple. They had two weeks to build a school, and a group of energetic student volunteers to help. But, an unforeseen complication arose. Because it was the community’s harvest season, mules laden with crops were almost constantly winding down the narrow paths to get to market. The mules carrying cement mix and lumber couldn’t get by on the treacherous paths to reach the build site.

No supplies, no school. And not much time left.

Read more about Me to We at: http://www.metowe.com/about-us/our-story/

Atending were Kofi Atta Annan and Martin Luthor King lll.

Kofi Atta Annan (born 8 April 1938) is a Ghanaian diplomat who served as the seventh Secretary-General of the United Nations, from 1 January 1997 to 31 December 2006. Annan and the United Nations were the co-recipients of the 2001 Nobel Peace Prize "for their work for a better organized and more peaceful world."

What do you do when you dad's Martin Lutjhor King, Jr.?

Martin Luthor King lll has been described as a shy man who rarely socialized, and friends have claimed he tends to overwork, in part due to the pressure to live up to his father's name. One friend, Rev. E. Randel T. Osburn, said of King, "Watching him is like watching somebody trying to outrun themselves. It’s like there’s a ghost in front of him and he’s always trying to catch it."

Discover what authentic wealth can mean… for you, your family and your world. Money is about much more than cash flow and ROI. What’s the most important return on years of investment in your business – for you or your family? "From ENTITLED BRAT to CONTRIBUTING LEADER" fosters the essentials of honest communication, mutual trust and shared values that enable families to collaborate effectively… creating a powerful set of values and behaviours that will be a truly lasting legacy.

“After several years working as a wealth advisor, I began to notice an emerging pattern in my clients. Despite the fact that most of the people and families I work with are wealthy by most standards, they were finding themselves trapped by their fears and beliefs about money. Although they weren’t limited by the usual concerns about money, they had many excuses, mostly financial, as to why they couldn’t live their dreams. Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.” Franco Lombardo is in his second decade as a family wealth advisor.

A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

Great Expectations- From ENTITLED BRAT to CONTRIBUTING LEADER Episode 6

Franco Lombardo and Scott Paton — Fri, 11 Oct 2013 17:47:24 +0000

Desires uncommunicated lead to expectations it will be met. When the aren't met, resentments build, that leads to judgment, and possibly litigation. Is that what you want for your children? Or your life? Then make sure you listen in to this important episode!

What is your Money MottoTM?

Are you greedy?

One in four people ages 18 to 59 expects to receive an inheritance sometime in life, according to a survey released last month by the Interest.com website. But...

From the parents’ perspective, U.S. Trust reported that one in three of the wealthy baby boomers it surveyed last year intended to give their money to charity rather than leave it for their children.

Expectations are out of sync in today's sciety and Franco Lombardo has some answers.

Although they weren’t limited by the usual concerns about money, they had many excuses, mostly financial, as to why they couldn’t live their dreams. Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.” Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values.

Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

Forbes 400 and How to Raise Your Kids - ENTITLED BRAT to CONTRIBUTING LEADER Podcast #5

Franco Lombardo and Scott Paton — Fri, 04 Oct 2013 02:05:17 +0000

What can Warren Buffet teach you about raising your children properly? Bill Gates is the richest American for the 20th year in a row and has reclaimed the title of world’s richest person from Mexico’s Carlos Slim with a net worth of $72 billion. Warren Buffett, again number two, was the year’s biggest dollar gainer, having added $12.5 billion to his fortune. Discover what authentic wealth can mean… for you, your family and your world. Money is about much more than cash flow and ROI. What’s the most important return on years of investment in your business – for you or your family? "From ENTITLED BRAT to CONTRIBUTING LEADER" fosters the essentials of honest communication, mutual trust and shared values that enable families to collaborate effectively… creating a powerful set of values and behaviours that will be a truly lasting legacy. “After several years working as a wealth advisor, I began to notice an emerging pattern in my clients. Despite the fact that most of the people and families I work with are wealthy by most standards, they were finding themselves trapped by their fears and beliefs about money. Although they weren’t limited by the usual concerns about money, they had many excuses, mostly financial, as to why they couldn’t live their dreams. Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.” Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

Emotional and Financial Literacy | From ENTITLED BRAT to CONTRIBUTING LEADER Episode 4

Franco Lombardo and Scott Paton — Wed, 18 Sep 2013 16:14:26 +0000

Family businesses take up 35% of the Fortune 500. Fifty percent of US GDP comes from family business. 70% of all new jobs comes from family businesses.

Family businesses have a massive responsibility to their employees, their community, their customers in addition to their family members. How does the next gen feel about acquiring their parent's wealth? How does Gen 1 feel about transfering their wealth to the Next Gen?

Eventually I learned that wealth is a state of mind. Rich or poor, money can be just one more excuse not to get on with life.” Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real.

A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

Are You Entitled? From ENTITLED BRAT to CONTRIBUTING LEADER Podcast #3

Franco Lombardo and Scott Paton — Wed, 11 Sep 2013 23:05:48 +0000

Why are you an Entitled Brat? What issues from your childhood are running your adult life?

Once you acknowledge your entitlement, you can change. What are you really fighting for?

What is the greatest mistake parents make with their children? Plus Franco talks about the importance of stories.

"From ENTITLED BRAT to CONTRIBUTING LEADER" fosters the essentials of honest communication, mutual trust and shared values that enable families to collaborate effectively… creating a powerful set of values and behaviours that will be a truly lasting legacy. “After several years working as a wealth advisor, I began to notice an emerging pattern in my clients. Despite the fact that most of the people and families I work with are wealthy by most standards, they were finding themselves trapped by their fears and beliefs about money.

He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

What's Your Money Motto? And is it making You Poor? From ENTITLED BRAT to CONTRIBUTING LEADER Podcast #2

Franco Lombardo and Scott Paton — Wed, 04 Sep 2013 20:03:36 +0000

Franco Lombardo shares the power your subconscious Monrey Motto TM has on your life and your children's.

Discover what authentic wealth can mean… for you, your family and your world.

Money is about much more than cash flow and ROI. What’s the most important return on years of investment in your business – for you or your family?

"From ENTITLED BRAT to CONTRIBUTING LEADER" fosters the essentials of honest communication, mutual trust and shared values that enable families to collaborate effectively… creating a powerful set of values and behaviours that will be a truly lasting legacy.

Franco Lombardo is in his second decade as a family wealth advisor. He has enormous passion for helping clients and their families re-define wealth by discovering the critical relationship between one’s Money Motto^® and personal values. Franco’s practical facilitation supports people in the process of recognizing their dreams and making them real. A highly energetic wealth coach and inspirational speaker, he has helped many by sharing his own stories of challenge and success around money.

Can Your Money Motto Save Your Estate? - From ENTITLED BRAT to CONTRIBUTING LEADER Podcast #1

Franco Lombardo and Scott Paton — Thu, 29 Aug 2013 03:06:13 +0000

What is your Money Motto TM? And how does it impact your estate planning and succession success?

Contact Franco: http://www.veritage.ca