Enzo Calamo and Lugen Family Office are revolutionizing legacy planning with a generational approach that ensures wealth thrives for centuries.
A Legacy Built for Generations: The Story of Enzo Calamo and Lugen Family Office
There’s a saying among the world’s wealthiest families: “Wealth isn’t just about money; it’s about what you leave behind.” Enzo Calamo, CEO and Founder of Lugen Family Office, understands this philosophy better than most. After more than three decades in the financial services industry, Enzo built the Lugen Family Office to transform the way families plan for wealth—through an intergenerational lens.
In a world where many financial firms focus on short-term gains, Lugen Family Office offers something fundamentally different: a legacy that spans seven generations. This revolutionary approach has made the company one of the most trusted names in legacy planning for ultra-high-net-worth (UHNW) families, institutions, and governments worldwide. But how did Enzo arrive at this groundbreaking concept, and why does his story resonate with so many?
The Birth of a Family Office with a Vision
Enzo’s journey into the world of legacy wealth planning was not a straight line. After a successful career as a tax and estate planning lawyer for prominent financial institutions, Enzo became disillusioned with the transactional nature of wealth management. He wanted to create a space where families could build lasting legacies—not just wealth that would be spent, but capital that would shape the future for generations to come.
In 2005, Enzo founded Lugen Family Office (LFO) to offer a unique solution to UHNW families, focusing on values-based wealth management. His goal was simple: help families steward their resources in a way that reflects their core values, ensuring their impact extends beyond their own lifetimes. In 2017, he founded Medici Family Office, a firm focused on legacy planning for wealthy families, where the emphasis was placed on multi-generational wealth management.
In 2020, Lugen Family Office shifted its core focus to solely collaborating with governments, financial institutions, large family businesses, and billionaires on projects that aim to make a lasting impact on society. Through his work, Enzo has cultivated a global network of experts, providing clients with the tools they need to create legacies that will endure.
Overcoming Challenges: The Birth of a Seven-Generation Legacy Process
Lugen Family Office’s journey wasn’t without obstacles. While Enzo had the expertise and drive, convincing others to adopt a long-term, seven-generation approach was a challenge. The industry was, and still is, focused on short-term financial performance, with few institutions willing to look beyond the next few years.
However, Enzo’s persistence paid off. Over time, he developed the “Seven Generation Legacy Process,” a proprietary framework that centers on intergenerational wealth planning. This process is based on a simple but powerful idea: that true wealth isn’t just about the accumulation of assets but about creating a legacy that benefits future generations and aligns with the values of the family.
This approach changed the conversation in the wealth management space. Families were no longer thinking only about financial returns but also about what they could pass down to future generations. They began to view their wealth as a tool for social good, a means of creating impact that would last for centuries.
What Sets Lugen Family Office Apart
The Seven Generation Legacy Process is not just a philosophy; it’s a complete system designed to guide families through the complexities of wealth management with a focus on stewardship and legacy. Unlike other family offices that may emphasize short-term financial gains, Lugen Family Office helps clients create an enduring legacy by incorporating holistic strategies that span generations.
At its core, LFO emphasizes values-based decision-making, long-term stewardship, and a focus on legacy rather than mere wealth accumulation. Their approach is also distinct in that it provides institutional-grade services with the tailored, personal touch of a family office. This combination of rigorous structure and customized service has made Lugen Family Office a global leader in the space.
One of the most significant differentiators of LFO is its holistic model—a single point of contact for families’ financial, personal, and legacy needs. Whether clients require estate planning, governance strategies, or philanthropic advice, Lugen Family Office offers an all-encompassing service, enabling families to work with multiple best in class advisors simultaneously.
Enzo Calamo: A Leader in Legacy Planning
What truly sets Enzo apart is not just his business acumen but his unwavering commitment to creating meaningful impact. Enzo’s expertise is rooted in both his extensive education and practical experience. He holds degrees in commerce, arts, and law. His career trajectory reflects his dedication to both professional success and personal values.
Enzo’s journey to success has also been marked by a series of prestigious awards. In addition to his recognition as one of Canada’s top CEOs to watch in 2023, Enzo has received multiple lifetime contribution awards, including from the Canadian Insurance Hall of Fame and the Financial Hall of Fame. His recognition as a Best-Selling Author and his involvement as a gold award curator for trusted newswires further solidify his position as a thought leader in the wealth management space.
Despite his many accolades, Enzo remains focused on the people behind the wealth. “Wealth is not just about what you accumulate; it’s about what you pass on,” he says. “We help families not only protect their assets but also their values. That’s the true measure of success.”
A Global Perspective with Local Impact
While Lugen Family Office serves clients across the globe, its emphasis on values-based wealth management makes its impact deeply personal. The firm’s global network of experts provides clients with unparalleled insights into the evolving landscape of legacy planning. Whether working with families in Canada, the United States, or abroad, Lugen Family Office brings a unique blend of global expertise and local service to every project.
Enzo’s international reach has earned him a global following of over one million people, and his expertise is regularly sought after by influential financial institutions. He has been invited to speak at renowned organizations such as London Life, BMO, and Aegon Canada, further establishing his credibility and influence in the wealth management sector.
Why Lugen Family Office is the Right Partner for Your Legacy
If you’re looking for a wealth management firm that prioritizes long-term impact over short-term gain, Lugen Family Office offers the ideal solution. With its proprietary Seven Generation Legacy Process, institutional-grade services, and commitment to values-based planning, LFO empowers families to build legacies that last for generations.
Learn more about Lugen Family Office and how it can help you steward your wealth and legacy for future generations by visiting Lugen Family Office.
