Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations

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You’ve spent years building and protecting wealth that you one day hope to pass on to your children. But as you dig into that planning, fear starts to creep in. You’re worried that, lacking proper experience or financial education, your children will fail to preserve your family’s wealth for future generations-or even worse, squander it.

You want to broach the subject with your children, but you’re unsure how to begin that conversation or what resource you can offer them that covers all the bases.

In Pass It On, Roger and Lori Gervais show you how to transfer not just your wealth, but also the family values that will enable future generations to preserve and grow what you’ve built. Mixing financial knowledge with client stories and nuggets of wisdom, Roger and Lori will set you up for success as the steward of your family’s wealth and give you the peace of mind that your children are prepared to inherit that responsibility.