Are you an all-star trustee?
Or still learning the ropes?
Take a quick survey to find out.

 

Take a short survey about the skills and mindset that allow trustees not only to fulfill their legal duties, but also to help beneficiaries understand and engage with their trust.

  • Just ten quick questions
  • No right or wrong answers
  • See where you can grow into a confident, competent trustee

 

Get a curated trustee skills learning plan in seconds.

TAKE SURVEY

Kirby Rosplock, Ph. D.

Founder and CEO

 

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t).

 

 

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Torri Hawley, MS

Chief Learning Officer (USA)

 

Torri is the Chief Learning Officer for the United States with a decade of experience working with enterprising families. Having experienced the variety of joys and challenges of being part of a family business herself, Torri is passionate about helping next-generation members build their confidence and credibility through empowerment and learning.

 

 

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