Stewardship

  • 14 Lessons

  • Duration

    4 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

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

    1 Minutes 33 Seconds

Introduction to Stewardship

  • Being a Good Steward

    20 Minutes

Challenges to Stewardship

  • Shirtsleeves to Shirtsleeves in Three Generations

    33 Minutes 20 Seconds
  • Homework I

    43 Minutes
  • Generational Wealth Stages

    2 Minutes
  • Generational Wealth Stages Over Time

    2 Minutes
  • Wealth Fractionalization Over Generations

    1 Minutes
  • Other Factors That Erode Wealth

    2 Minutes

Opportunities for Stewardship

  • Global Wealth Transfer and the Coming Years

    2 Minutes
  • Other Factors That Grow Family Wealth

    2 Minutes
  • Entrepreneurship

    1 Hours
  • Inheritance Project

    47 Minutes
  • Homework II - Wealth Management Unwrapped

    42 Minutes

Conclusion

  • Wrap Up

    30 Seconds

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.

Estimated Completion Time: 4 hours

Featured Resources:

         Books/Articles

        Videos

Customers Review

4.8 out of 5

8 customer ratings

  • 5 Star
    7
  • 4 Star
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  • 3 Star
    0
  • 2 Star
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Nicole L.
Aug 19, 2024
I found this to be a really useful experience. It was helpful for me to learn the basic terms of stewardship and provided solid research, articles, etc. for deeper learning.
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.