Trust Fundamentals - Module 3 (Canadian)

  • 9 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

Trust Fundamentals Module 3 explores in greater detail the importance of trust governance. Read More

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Overview

  • Learning Objectives

Introduction to Trust Governance

  • An Introduction to Family Trusts and Governance 

  • Why Trust Governance Matters

Trust Governance Models

  • Traditional Governance Models

  • Family Trust Governance

Trust Governance Case

  • Rogers Family Case Study

  • Trust Governance Gone Wrong

  • Homework II

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Module 3 explores in greater detail the importance of trust governance including the role of governance with family trusts and the importance of strong governance practices. This module also discusses different governance models and provides a real-world case study that provides insights to what happens when trust governance goes wrong.

Estimated Completion Time: 2 hours

Featured Resources: 

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