Enzo Calamo: Helping Families to Build their Legacy

Enzo Calamo is the CEO and founder of both Lugen Family Office and Medici Family Office. He is also the creator of the Seven Generation Legacy System, a proprietary process for enriching people’s lives through advanced behavioral management strategies while safeguarding and empowering family dynasties.

As the first Canadian Legacy Wealth Coach and a founding member of the esteemed Legacy Wealth Coach network in the United States, Enzo is always at the forefront of guiding individuals toward building enduring legacies. Enzo’s dedication to the power of storytelling also extends much beyond the financial world. His investment in and role as an Ambassador of the renowned movie “The Ultimate Gift” showcases his belief in the profound impact that narratives can have while shaping one’s perspective on wealth and legacy. Enzo is also a best-selling author, a gold and silver award founder and curator for 11 newswires, the founder and editor of the Billionaire Report, the creator of Billionaire Wisdom on Quora, and a guest writer in the Family Office magazine. He is also a founder of the elite and exclusive Medici Wealth University and Medici Research Institute.

Enzo’s insatiable thirst for learning drove him to pursue advanced courses at prestigious institutions like Yale University, Cardone University, and McMaster University. It was within the hallowed halls of these institutions where he honed his skills, sharpening his mind to analyze complex financial scenarios and devise innovative strategies for his clients.

Initially, Enzo served as a Tax & Estate Planning lawyer for Power Financial insurance companies and helped the company navigate the intricate web of legalities with finesse. It was during this time that he developed a deep understanding of the nuanced world of taxes and estate planning, establishing a solid foundation for his future endeavors.

Eventually, he joined AEGON Canada in British Columbia as General Manager/Director of Marketing, where he spearheaded several impactful campaigns that captivated the market, solidifying his reputation as a visionary leader. Later, he joined INVESTIA Financial Services as its Branch Manager and built strong relationships with clients, empowering them with the knowledge and tools to make sound financial decisions.

Enzo was also the Past President of the International Association of Advisors in Philanthropy, the Past Treasurer for the Canadian Association of Gift Planners, and a strategic consultant in the creation of the Roma Capitale Foundation in Rome, Italy.

Transforming the Wealth Management Industry

Enzo’s personal battle with Cancer in 2013 was a pivotal moment that ignited a desire within him to revolutionize the wealth management industry. Having dedicated several decades to the field, this time Enzo was determined to create a new family office model prioritizing the well-being and long-term success of families.

After decades of personal research and working closely with successful family businesses and Ultra-High-Net-Worth families, Enzo realized that for sustainable intergenerational planning to be successful, it is vital that families address the following key areas: 1) Financial Security; 2) Energy Security; 3) Food Security; 4) Lifestyle Security; 5) Health Security; 6) Spiritual Security, and 7) Community Security.

With these areas in mind, Enzo quickly devised his proprietary seven-generation legacy process. This unique approach integrated financial expertise, sustainability principles, and holistic well-being considerations. By addressing these key areas comprehensively, Enzo sought to provide families with a framework to navigate the complexities of intergenerational planning and to establish a lasting legacy that transcends monetary wealth.

Motivating Creativity

Enzo always empowers his team to follow their passions to achieve the greater good. As he believes when individuals pursue their interests and leverage their unique talents, they get more engaged, and motivated, and contribute their best to the team. Enzo always values the varied skills and perspectives that each member brings, recognizing that it enriches the overall knowledge and capabilities of the group. Different backgrounds and expertise are celebrated, fostering an inclusive environment where everyone feels valued and respected for their contributions.

Also rather than promoting a cut-throat competitive culture, he encourages collaboration and collective success. He knows that true success is not achieved through individual accomplishments alone but by harnessing the collective power of the team. By emphasizing shared goals and recognizing the achievements of the entire team, Enzo creates a sense of unity and cohesion, where each member feels supported and motivated to contribute their best.

Primary Challenges

Enzo believes the biggest threat to the family office and wealth management industry is the increasing regulations on products and services, the inability of existing institutions and platforms to adapt quickly to new concepts, and the lack of holistic services that span multiple industries.

However, as a family-centric office, Legen Family Office provides access to various industries. Enzo’s focus on family allows the firm to find the right people for the right seats on the bus to allow each family member to achieve their dreams.

Being a private family office, Lugen is a leader in utilizing social media, advanced IT platforms, AI, and other innovative solutions for family wealth management.

Finally, the core foundation of Lugen Family Office lies in the accessibility and speed at which families can find the right solutions through its private family office network of large financial institutions, well-known and trusted businesses, legal and accounting firms, wealth management firms, and other family offices.

The Future

Over the next five years, Enzo has set a clear and inspiring goal for himself: transitioning from actively participating in the daily operations of his family offices to focusing on social good projects and mentoring the next generation of leaders and entrepreneurs. This transition represents a significant shift towards making a positive impact on society and shaping the future of aspiring individuals.