Beneficiary Fundamentals - Course 4

  • 16 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

Beneficiary Fundamentals Course 4 shares a fictionalized, anonymized case study that illustrates the relationship between trustees and their beneficiaries. The case provides insights about the beneficiary and trustee relationship and focuses on education and empowerment. Read More

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Overview

  • Goals

Waithram Family Background

  • Introduction

  • The Trustees and Beneficiaries

A Well-Laid Plan

  • The Waithram Estate Plan

  • The Parent's Perspective

  • The Daughter's Pespective

Challenges and Progress

  • Geography

  • A Family Mission

  • Questions Remaining

Applied Learning

  • Trustees SWOT Analysis

  • Beneficiary SWOT Analysis

The Case Takeaways

  • A False Start

  • A New Day for the Beneficiaries

  • A Unified Family for the Trustees

  • Waithram Case Highlights

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Course 4 shares a fictionalized, anonymized case study that illustrates the relationship between trustees and their beneficiaries. The case provides insights about the beneficiary and trustee relationship and focuses on education and empowerment.

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