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Videos

Short Educational Videos:

Hosted by Lori & Roger Gervais

Personal Wealth Organizer

The Personal Wealth Organizer ensures you’re maximizing your financial potential, but it’s most significant impact will come in the face of death, divorce or dispute. In this video, we talk about the important elements needed to create a Personal Wealth Organizer.

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Taking Care of Heirs

Passing on wealth requires different tools and behaviors than building wealth. In this video, we share six steps to passing along your values, wealth, and legacy to your kids and grandkids.

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3 Pillars of Family Stewardship

Passing on your values, wealth, and legacy to your kids and grandkids requires different tools and behaviors than building the wealth. In this video, we talk about taking care of heirs and highlight the three pillars of family stewardship.

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