Stewardship: Understanding the Psychology of Multi-Generational Wealth
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.
Estimated Completion Time: 4 hours
Estimated Completion Time: 4 hours
Featured Resources:
Books/Articles
- Borrowed from Your Grandchildren Chapter 3, “The Social History of Family Dynasties” by Dennis Jaffe
- The Legacy of Inherited Wealth, by Barbara Blouin
- The Complete Family Office Handbook, Chapter 13, "Family Entrepreneurship and the Family Bank" by Dr. Kirby Rosplock
- Labors of Love from The Inheritance Project by Barbara Blouin
- Family Business Myths by Russ Haworth
- "There is no 70% rule - improving outcome research in family wealth advising" by Dr. James Grubman
- Wealth Management Unwrapped by Charlotte Beyer
Videos
- Podcast by Dr. Dennis Jaffe entitled, "Modern Stewardship"
- Podcast by Russ Haworth entitled, "Shirtsleeves to Shirtsleeves"
- Podcast by Warner Babcock entitled, "Starting a Family Bank"
- Podcast by Joseph W. Reilly Jr. entitled, "The Inheritance Project"
- Podcast by Charlotte Beyer entitled, "Wealth Unwrapped: The CEO's Guide"
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
