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.

Customers Review

4.5 out of 5

4 customer ratings

  • 5 Star
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  • 4 Star
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  • 3 Star
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Sharon R.
June 4, 2020
I was happy with the learning the course provided.
Bruce S.
June 4, 2020
While not as relevant to our personal situation as some of the other courses, this was very informative.
Lorenzo G.
June 4, 2020
The quiz was very hard
Lee M.
June 4, 2020
Incredibly motivating.