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Less time explaining, more time advising.
Give your clients access to the only portal addressing the unique needs of generational wealth families.
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Learn at your pace or collaborate with family.
Contemporary and trusted education tailored to your unique needs that fits your lifestyle.
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Ensure your heirs are stewards of wealth.
The only wealth education solution designed for the needs of multi-generational wealth transfer.
The ABS program is the first and only self-paced, online learning program and professional designation for beneficiaries.
Through a highly tailored education experience, beneficiaries of trust assets may either audit or complete the program's coursework. The comprehensive and rigorous fiduciary stewardship content builds a foundation of knowledge and enhances students' understanding of the building blocks of wealth in the areas of estate planning, trusts, administration, investing tax, fiduciary relationships, responsibilities, and more.
Featuring engaging multi-media content - film, interviews, and articles - anonymized real-life cases, and applied learning techniques, students find the education experience to be interesting and engaging.
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Mar 22, 2023 in Family Office
Dr. Kirby Rosplock and Scott Peppet dive into the often "demoted" topic of addressing family issues in the family office. Scott elucidates how the family office can be instrumental in managing family capital - asking the question, "if you couldn't talk about financial capital, what would you spend a year addressing?" Scott introduces his approach to the five capitals model and review a tool developed to help families understand how they can tackle family issues from a macro level.
Feb 28, 2023 in Stewardship
Join host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
Feb 24, 2023 in Stewardship
Join Kirby Rosplock and guest, Josh Gentine Founder and CEO of Bench Consulting and family board member of Sargento Foods for this enlightening podcast on preparing the next generation to lead through succession events. Josh shares his story from Notre Dame football player to the catholic seminary to earning his MBA and finding his place in his multi-generational family enterprise before ultimately starting his own consulting firm. This podcast highlights the role of a Family Participation Plan.
