The Le Van Company

Growing Family Wealth into Healthy Wealth

"Families want to shift wealth in a manner that yields positive results—yet few know how. Many advisors, unfortunately, aren't properly trained to handle these specialized requests, which leaves wealthy clients to cobble together a plan as best they can."

—Worth Magazine April/May 2008

Sharing family wealth should be deeply satisfying: enjoy it, use it wisely, grow it, cultivate the opportunities wealth provides.

These are good signs of healthy wealth.

But wealth-sharing can also generate hazards, hurts and unhappiness.

Since 1986 we have successfully mediated hundreds of family disagreements involving shared wealth.

Our experience confirms that healthy wealth doesn't just happen — it needs to be carefully planned.

Healthy Wealth Planning^sm is a family project assisted by Le Van Company facilitators.

As planning progresses, family members align and grow around common values, purposes and structures that support and encourage sharing wealth in healthy ways.

There are seven planning steps in Healthy Wealth Planning^sm:

Step 1: Ancestors, origins, history and trends

Step 2: Heritage, principles, priorities and values

Step 3: Wealth and its future

Step 4: Growth and change

Step 5: Pursuing happiness

Step 6: Organizing and governance

Step 7: Making healthy wealth work

Each planning step is tailored to the family's unique requirements.

Each step involves family meetings and facilitator conferences with individual family members. The time and resources devoted to each step may vary according to family needs.

Healthy Wealth Planning^sm is not a substitute for estate planning, tax planning, investment planning, or business planning, but informs and supports family advisors in those areas of expertise.

For more information please contact us.

The Le Van Company

Family Wealth in Crisis

Growing Family Wealth into Healthy Wealth