Beneficiary Fundamentals - Module 1

  • 9 Lessons

  • Duration

    2 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Beneficiary Fundamentals Module 1 introduces the four “M’s” that inspire beneficiary stewardship. This course helps bridge the goals, motivations, and intentions of the grantor with those of the beneficiary to help both parties garner alignment, appreciation, and understanding. Read More

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Overview

  • Learning Objectives

    1 Minutes 32 Seconds

The Four M's That Inspire a Beneficiary

  • Meaning

    15 Minutes
  • Homework I

    30 Minutes
  • Modeling

    6 Minutes 17 Seconds
  • Mentoring

    26 Minutes 31 Seconds
  • Homework II

    30 Minutes
  • Motivations

    21 Minutes 43 Seconds
  • Beneficiary Primer

    5 Minutes 49 Seconds

Conclusion

  • Wrap Up

    25 Seconds

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Module 1 introduces the four “M’s” that inspire beneficiary stewardship. The module reviews important stewardship concepts when it comes to beneficial ownership around
  1. Meaning
  2. Modeling
  3. Mentoring
  4. Motivation 
This module helps clarify the goals, motivations, and intentions of the trust versus the expectations of the beneficiary to help bring alignment, appreciation, and understanding. 


Estimated Completion Time:  2 hours

Featured Resources:

     Videos

     Articles/Books

Customers Review

4.8 out of 5

3 customer ratings

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Bruce S.
Jul 31, 2022
Very well presented and informative.
Lee M.
Jan 13, 2022
This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course!
Daniella U.
Jul 26, 2021
This is one of my favorite modules! The 4 M's meaning, modeling, mentoring, and motivation and are the foundation of a strong Steward.