Categories
Founder's Page

Bridging Generations: Prepare for the Wealth Transfer Revolution!

Bridging Generations: Prepare for the Wealth Transfer Revolution!

Grab a copy of the book:

TRANSITION: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History by David Werdiger.

I want to thank David Werdiger and his team for the thoughtful gift.

The book’s impressive journey from Australia to South Africa makes it a valuable resource for anyone, particularly those interested in intergenerational dynamics.

“In any family, every child is born into a “different family.”

David is an international best-selling author; more information about his work can be found on his website.

The book arrived at the perfect time, and I encourage everyone to read it. Each of us has a role to play regarding families, wealth, and business, and David effectively addresses these topics in his book.

DavidWerdiger.com

Categories
Founder's Page

Exciting News from Lucia De Klein!

Exciting News from Lucia De Klein!

I am grateful for our latest subscriber, whose support came at a time when my ideas faced skepticism.

We are thrilled to welcome Tom Darling!

 

🌟 With people like Tom, we like to empower the next generation of movers and shakers while ensuring we do not leave the current generation behind.

🌍✨ I met Tom shortly after launching my business in April 2024; he was among the first to meet me for coffee in Pretoria. ☕ He has opened doors for speaking engagements and fostered positive interactions.

Starting a business means relying on people who take a chance on you, when you lack social backing of a well-established profile. 🤝

Like many start-ups, one faces unforeseen barriers and rejections, those challenges makes you creative and resilient.

Many great individuals and companies are supporting us, and I am incredibly grateful.

We align families, advisors, and corporations to create more substantial and tailored solutions while promoting new and traditional generational solutions.

We strive to foster long-lasting opportunities for everyone involved in the stakeholder value chain.

Encouraging early adopters is crucial for start-ups to move forward with optimism. 🌈 If you know someone who has recently launched a business, consider supporting them.

Behind the scenes, I continue to manage private office matters. My mission remains to assist families and advisors in crafting generational and aligned solutions. 🔑

By leveraging my core strengths, I aim to uplift others and create opportunities through knowledge, networks, and formal engagements.

Not everything we do is advertised on billboards, so feel free to DM me if you’d like to explore how we can support your family office journey. 💬

We work within our stakeholder framework, and while some subscribers may prefer not to be publicly acknowledged, we openly honor and celebrate those who choose to be mentioned.

This is vital to our mission, but you might be curious about our broader vision. If you’d like to support our goals, please don’t hesitate to contact us. 🤗

🙌 We hope our platform will enhance Tom’s engagement opportunities and help elevate his career and business goals to the next level. 🚀

Check out Tom’s profile to learn more about his qualifications and connect with him. I’ve noticed he is a talented cricketer and tennis player! 🏏🎾

Our feedback from our existing members are positive, and we are committed to improve our offering.

The online Early Adopters networking event will take place on February 20. Anyone joining as a subscriber before then can enter and proudly wear the title of Early Adopter!

If you want to join our subscription community, please visit our subscription page! 📲

💖 You can also reach out to us at shelly@luciadk.com

Categories
Founder's Page

Are the “Rat Race” & “Corner Office Syndrome” still relevant today, or are they relics of the past?

Are the "Rat Race" & "Corner Office Syndrome" still relevant today, or are they relics of the past?

While I recognize that every individual’s situation is unique and each job has its challenges, I’d like to share my thoughts on how these ideas have evolved for me.

When I started my career, my dad gave me a book titled *How to Run the Rat Without Becoming a Rat* by Addison Steel, though I never got around to reading it. 📖 I also skimmed through *Nice Girls Don’t Get the Corner Office* by Lois P. Frankel. Looking back, I wonder if I should have engaged with them more deeply.

What do you think?

There was a period when I found myself in a corner office, primarily because it was the only space available. 🏢

However, my paycheck didn’t reflect the status of that office. I felt more like I was trapped in a never-ending routine rather than being a truly successful professional.

Since starting my own business in April 2024, I’ve had the opportunity to reflect on the ups and downs of workplace interactions. 🌟

I concluded that the most crucial decisions should be prioritizing the people representing our brand and how they feel about their role.

Many companies still require employees to adhere to a strict office schedule. ⏰

But have they considered that the same person managing our social media might be working late or waking up early to handle urgent tasks?

The work landscape has changed; we can now work from virtually anywhere. We carry our office with us. 💻

The old mindset of rigidly controlling working hours is becoming outdated, except for specific jobs like those in emergency and core services. 🚑

People want to feel that their contributions matter and are valued—just like any leader who wishes to care for their family.

Employees will put in the hours, but it might occur on a different timetable than traditional work hours.

Not everyone has the same level of support in their lives. 🤝

While our experiences may differ, we share typical desires at a fundamental level called humanity.

Workplaces might feel like battlegrounds until we recognize everyone for who they are.

Every day, the sun rises without question, and effective teams should function well without the constant oversight of micromanagers and fearful “leadership” styles. 🌅

While people are eager and willing to work hard, some workplace cultures create more obstacles than they provide support.

One of the best leaders I have ever had taught me that people perform better when they feel respected and motivated, not punished. 🏆

He also reminded me that we all have our childish moments, and it’s essential to be understanding and show compassion.

Perhaps achieving greatness requires a return to the basics of respect by clearly defining a company’s vision, mission, and values. 🏢🌟

I assume great people create great companies!

Well done to those who are frontrunners for workplace disruption for humanity, regardless of your role. 🙌

Categories
Founder's Page

Let’s Keep It Real!

Let's keep it Real!

Dear Wonderful LuciaDeKlein Subscribers and Future Friends,
 
I’m absolutely delighted to share some exciting news that brightened our day from one of our Dubai subscribers!
 
Starting a business truly is an adventure, filled with surprises at every turn, and moments like this remind me that we’re on an incredible journey together.
 
Along the way, I’ve engaged in some unexpected yet enriching conversations that pushed my personal growth to the next level, all wonderfully intertwined with our business aspirations.
 
Since our launch in April, I’ve been inspired by a whirlwind of ideas and dreams.
 
Navigating through challenges has been a thrilling experience, and every step lifts us to new heights!
 
I’m profoundly grateful for the unwavering support we’ve received from all of you.
 
It’s heartwarming to see so many loyal friends rooting for us, and I hope everyone enjoys the perks of being part of an innovative start-up led by a female founder!
 
This morning, I had another fantastic conversation with a subscriber (who preferred to remain anonymous).
 
They expressed how our updates have attracted more visitors and boosted activity on their profile—how exciting is that?!
 
It’s these kinds of connections that fuel our mission! And the subscriber is heading towards Mauritius, soon, and we assisted with more intros!
 
I know my ideas may be unconventional, but to all of you who have faith in this journey, I cannot thank you enough.
 
Together, we can turn our dreams into reality!
 
If you’ve ever questioned my approach, I sincerely appreciate your understanding—I’m always refining our strategies, driven by a genuine desire to create something meaningful for everyone involved.
 
A huge shoutout to all our subscribers, friends, supporters and clients!
 
Your enthusiasm and encouragement light our path and inspire us to keep pushing forward.
 
Thank you for your invaluable feedback and insights—they truly help us enhance your experience!
 
Your voice is so important to us, and we are committed to making your journey the best possible.
 
Don’t hesitate to reach out with any thoughts or questions!
 
With heartfelt warmth and gratitude,
 
LuciaDeKlein
 
#Entrepreneurship #StartupJourney #FemaleFounder #Dubai #BusinessAdventure #CommunitySupport #LetsConnect #DreamBig #Innovation #Gratitude
Categories
Founder's Page

Set The Stage For A Life Of Freedom!

Set The Stage For A Life Of Freedom!

“Essential Tools for Effective Personal Wealth Governance”

Advisors have various tools to help individuals, families, and business owners create meaningful narratives for their legacies. In my experience with financially successful families and business owners, I have observed that certain key characteristics drive their lasting success. While I won’t delve into this today, it’s notable that families who excel across generations actively leverage resources to inspire and positively impact their communities.

If you’re looking to strengthen your family narrative, establishing foundational elements is a crucial first step toward crafting a lasting legacy. If you’re unsure where to begin, consider focusing on your planning in 2025.


Here are some essential tools for an effective approach:

Regularly review and refresh all personal and estate documents to ensure they align with your current wishes and life circumstances.

 

Gain insight into how your relationship status may influence your estate planning, empowering you to make informed choices.

Keep an up-to-date and detailed record of your financial position to inform your strategies and decision-making.

Create a document that articulates your wishes, helping others understand your values and desires.

Develop this crucial document to express your preferences regarding medical care, ensuring your wishes are known.

Additionally, take the time to analyze every aspect of your balance sheet carefully. A comprehensive understanding will enhance your ability to manage your financial situation effectively.

Collaborating with experienced professionals is invaluable on your path to achieving and sustaining success. Many accomplished families partner with estate planning specialists and establish supportive structures to nurture and sustain their generational narratives. Ongoing engagement with these experts can significantly enhance your legacy planning and overall success.

We created a booklet that you can use to action your legacy story, which is available within a couple of minutes. It empowers you to act.
We have various professionals in our network who are ready to support you.

Categories
Founder's Page

When the “d” in divorce is not capitalized!

When the "d" in divorce is not capitalized!

What are your plans for 2025? Are you considering getting a divorce for all the wrong reasons? Perhaps you’re considering getting a “divorce” to “safeguard your inheritance”? If so, you might want to reconsider!

Recently, I received a call from someone concerned about a potentially lengthy estate administration process for a partner who is still alive and how to access funds after that partner passes away. This is a common worry for couples. This person was contemplating divorcing their partner while both were still alive to secure some assets and avoid the waiting period. However, this approach can lead to significant risks and complications.

For starters, we can’t predict who will pass away first. Additionally, a partner may not necessarily remain committed to the relationship after a divorce. The divorce process also brings about a range of changes in legal status and personal implications.

While divorce may be a reality for some people, considering it for the wrong reasons can have unintended consequences. I recall a story from my late brother, who was an attorney. He once had a client whose spouse received a substantial settlement from their divorce, only to ultimately walk away based on the misguided motivation of “protecting assets.”

Instead of pursuing a divorce, consulting with a qualified estate planning professional who can address your concerns is wiser. There are legitimate ways to access funds during the estate administration process and strategies to ensure you have immediate resources available and can actively manage your affairs before death.

How you approach a divorce matters! If you handle it correctly, the “d” in divorce can become a capital “D.” Empower yourself with knowledge and wisdom. In our book, Switching Billion Dollar Conversation Lines, we discuss the impact of divorce on wealthy families and how to navigate it for a better future.

Categories
Founder's Page

Our Interconnected World Offers Opportunities & Risks for Family Offices & Enterprises

Our Interconnected World Offers Opportunities & Risks for Family Offices & Enterprises

As we expand our reach into different opportunities and regions, families must carefully assess the associated risk factors and establish clear priorities.

When considering the move beyond conventional boundaries, it is essential to evaluate various factors, for example:

The impact of migration on operating entities, the family office, and the family.

Tax implications.

Geopolitical matters.

Market conditions.

Costs and other financial-related considerations.

Feel free to reach out if you would like to connect.

Categories
Founder's Page

Building Stronger Bonds: The Power of Communication and Unity in Family Dynamics

Building Stronger Bonds: The Power of Communication and Unity in Family Dynamics

When families come together to share their perspectives and experiences, we lay the groundwork for smoother transitions for the new generation. This collaborative spirit fosters understanding and unity, making it easier for young ones to navigate familial and societal challenges.
 
I’ve observed numerous complex situations within families, where even the most straightforward aspects of daily life can pose surprising difficulties. These challenges often stem from differences in communication styles, expectations, and values, which we might need to look into in our day-to-day interactions.
 
Furthermore, how we “enter” and “exit” family dynamics shape relationships and experiences. Each interaction, whether positive or negative, contributes to the overall health and cohesion of the family unit. Being mindful of our approach and interactions can significantly enhance the family’s well-being.
 
#FamilyDynamics #GenerationalUnity #Communication #FamilyWellness #Understanding #RelationshipBuilding #MindfulInteraction
Categories
Founder's Page

Is courage our highest virtue? What does it take to summon the courage to change your life?

Is courage our highest virtue? What does it take to summon the courage to change your life?

Relationships play an important role in our daily lives, whether on a personal level or from a business point of view.
When you find yourself in a situation that feels out of alignment, taking small, daily steps can be an effective way to protect yourself and find the courage to advance to the next level.
Consider whether you are creating a toxic situation or simply on stage in another person’s play, contributing to the problem. Here are some signs to look out for:
– Micromanagement that doesn’t align with the situation.
– Superficial compliments when a favor is going to be asked.
– Insults exchanged in private conversations under the theme of, it is because I care for you.
– Public embarrassment.
– Financial control through manipulation.
– Backhanded compliments.
– Seeking emotional reactions, asking inappropriate questions, or making a statement you know will create an emotional response.
– Constantly changing the “agreed” targets.
– Mobbing.
– Taking credit for someone else’s ideas.
– Gossiping.
– False storytelling under the guise of “helping” you.
– Lies—more lies.
– Complimenting those above you while putting down those who are seen as lower on the food chain.
– Namedropping.
– Fear-driven tactics, defended by adding a name.
– Mind games.
– An unwelcome interest in your personal life.
– Everything feels staged and calculated.
– You’re reminded that equality among humanity is an illusion and that there is a clear hierarchy.
What did I miss? It is essential to protect your mind, your body, and your soul against toxic situations. Be careful, and seek guidance and professional help.
Categories
Founder's Page

Add More Love

Add More Love

There’s no foolproof way to raise a child, but you can see the difference in homes where love comes first and is given freely. If you’re feeling a bit lost on how to raise your kids, focus on filling your home with even more love—it can be your best inspiration! Remember, the love for your children begins long before their birth; it starts when you become aware of the new life forming within.

“It is easier to build strong children than to repair broken men.”
Frederick Douglass

We used this quote in our book, Switching Billion-Dollar Conversation Lines. The most beautiful legacy you can give is love!

Love forms a strong bond and dramatically impacts your children and family legacy. It’s essential to ensure their financial security and comfort. Part of showing your love is to plan for your family’s future.