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Transferring Wealth, Wisdom, and Financial Smarts to Future Generations

by Lori B. Gervais CFP® and Roger G. Gervais, CFA®

About Our Book

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, we 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, we 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.

Media Mentions: Author Hour, Entrepreneur and Business2Community



We are proud parents of three wonderful children: Anna, Will, and Jack. Out of care and concern for our three children’s financial future – and lack of financial literacy at such young ages – we wrote a book.  The book encapsulates the fundamentals of financial knowledge, paving a path toward developing family values and stewardship to serve as a legacy for our children. It also provides a resource to the many families, who like us, want future generations to be prepared to pass on their values and wealth for many years to come.

We are also the husband-and-wife team behind The Gervais Group, named by Forbes as “Best in State Wealth Advisors” in Wisconsin. Lori, a CERTIFIED FINANCIAL PLANNER™, has been recognized for her commitment to clients and the profession by Forbes who named her to Forbes America’s Top Women Advisor List. Roger, a CFA® charterholder, uses his background in engineering to offer clients a unique set of problem-solving skills. Throughout our thirty years of combined experience in the industry, we have made it our mission to simplify the complex world of financial planning.