Trustee Basics - Course 4
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
Kirby RosplockPh.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). . . in real time, around the board or dining room table. Humbled by her upbringing, today Kirby is a recognized teacher, advisor, author, and speaker in the family wealth industry. She is the founder of Tamarind Partners, Inc., a research, advisory, and consultancy firm where she and her team work with families, operators, advisors, and institutions connected to the family office landscape. Kirby provides leading edge insights, knowledge, and family education that is curated, practical, and hands-on. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and Family Governance Faculty of the Family Firm Institute (FFI), co-trustee of the Harbeck Family Foundation, and is on the advisory board of Merton Venture Philanthropy and the board of directors of Hope Trust. She speaks and consults internationally on her research, books, and experiences with wealth and enterprising families.
Trustee Basics Course 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. Read More
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Trustee Search Process
Trustee Job Description
Sourcing and Vetting
Trustee Compensation (cont.)
Trustee Offboarding (cont.)
Test Your Knowledge
- What key criteria is important to identify when you need to fill particular trustee positions?
- How do you craft the position description and set the expectation for the type of trustee you hope to attract?
- Where do you find good trustee candidates?
- How do you set them up for success once selected?