The Gervais Group

You can seek to protect the assets you have worked so hard to build and grow over your lives by working in partnership with family and trusted advisors. In this video, we discuss action steps aimed at minimizing the potential for making wealth-erasing mental mistakes.

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.

Achieving a goal like passing on your wealth, values, and financial knowledge to your kids requires a Family Vision. Learn more in this video.

You don’t have to feel helpless against the threat of hackers. While Baird takes great care in protecting your information, I will provide you with 5 steps you can take to help limit your risk and keep your financial accounts safe.

In this video, I talk about how to handle a sudden financial windfall. While it can be a great situation to be in, many people make major mistakes.

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.

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.

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.

With great wealth comes a greater need for depth of knowledge, and once you've developed fundamental skills, you’ll have the confidence to move on and enhance them. Financial literacy works the same way.

Stress testing can solidify your financial plans and make you feel secure about the future. Your financial picture is going to constantly change throughout your life. Your needs will change; your goals will change. As it does, you’re going to want to check your financial plan to make sure you’re still on track.

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.

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.