Stewardship

  • 14 Lessons

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

The Stewardship module introduces the concept of stewardship and the role that stewarding principles play in beneficiary’s lives. Students explore values in terms of how they relate to stewardship and being a beneficiary. Read More

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Overview

  • Learning Objectives

Introduction to Stewardship

  • Being a Good Steward

Challenges to Stewardship

  • Shirtsleeves to Shirtsleeves in Three Generations

  • Homework I

  • Generational Wealth Stages

  • Generational Wealth Stages Over Time

  • Wealth Fractionalization Over Generations

  • Other Factors That Erode Wealth

Opportunities for Stewardship

  • Global Wealth Transfer and the Coming Years

  • Other Factors That Grow Family Wealth

  • Entrepreneurship

  • Inheritance Project

  • Homework II

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

The Stewardship module introduces the concept of stewardship and the role that stewarding principles play in beneficiary’s lives. Students explore values in terms of how they relate to stewardship and being a beneficiary.

Resources discussed:

Customers Review

4.7 out of 5

7 customer ratings

  • 5 Star
    6
  • 4 Star
    1
  • 3 Star
    0
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Christin C.
Nov 06, 2023
Loved everything about it!
Aaron S.
Aug 28, 2023
Thanks for building a motivating and engaging course! This is a great tool to help build out our next-gen education and develop an engaged shareholder base.
Veronica R.
Aug 28, 2023
Great learning experience, the topic was very interesting and engaging
Duncan P.
Aug 16, 2023
Very interesting material - I did not expect there to be so much information on this topic that I think about quite extensively.
Sharon R.
Oct 28, 2022
I was happy with the learning the course provided.
Bruce S.
Jul 31, 2022
While not as relevant to our personal situation as some of the other courses, this was very informative.
Lee M.
Jan 13, 2022
Incredibly motivating.