Lori Gervais

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.