Stewardship

  • 12 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

The Stewardship course 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

Introduction to Stewardship

  • Being a Good Steward

Challenges to Stewardship

  • Shirtsleeves to Shirtsleeves in Three Generations

  • Homework I

  • Generational Wealth Stages

  • Generational Wealth Stages Over Time

  • Wealth Fractionalization Over Generations

  • Other Factors That Erode Wealth

Wealth in Motion

  • Global Wealth Transfer and the Coming Years

Opportunities for Stewardship

  • Other Factors That Appreciate Family Wealth

  • Inheritance Project

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

The Stewardship course 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.

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