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Short Educational Videos:

Hosted by Lori & Roger Gervais

3 Common Pitfalls Thumbnail

3 Common Pitfalls

While difficult, reflecting on family relationships and resolving issues like entitlement, enabling, and misplaced trust before they arise, can protect your family’s wealth for generations to come.

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Financial Bias Thumbnail

Financial Bias

Managing your finances with an emotional bias such as holding on to inherited assets for too long, could hold your family back from future financial success. Learn about three financial biases we help families avoid.

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4 Financial Areas Thumbnail

4 Financial Areas

Investment, insurance, debt, and taxes: these four topics may seem dissimilar, but when handled well, they help keep your financial situation on track, no matter what stage of life you’re in.

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