As families navigate wealth, succession, and shared responsibility, emotional safety often shapes what conversations and decisions are truly possible. In this Legacy Builders Live webcast, host Cory Gagnon joins Franco Lombardo and Thomas Clark to explore what changes when families build an emotional framework that supports clarity, respect, and joint decision-making over time.

In this webcast, we’ll explore:

● Why emotional safety shapes how families engage in high-stakes decisions

● What happens when trust feels fragile, even in families with structure and good intentions

● How emotional frameworks can support clarity, accountability, and respect over time

● Why emotional safety matters in succession, shared responsibility, and long-term family decision-making

Featuring:

● Francesco (Franco) Lombardo – Founder and CEO, Veritage International

● Thomas Clark – COO, Veritage International

● Cory Gagnon, FEA, CEPA, MFA-P – Senior Wealth Advisor, Beacon Family Office at CI Assante Wealth Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd. This is not an official program of CI Assante Wealth Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of CI Assante Wealth Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.