Stewardship (Preview)

  • 14 Lessons

  • Duration

    2 Hours

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 preview course introduces the concept of stewardship and the role that stewarding principles play in beneficiary’s lives. Explore your values in terms of how they relate to stewardship and being a beneficiary. Read More

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Overview

  • Learning Objectives

    30 Seconds

Introduction to Stewardship

  • Being a Good Steward

    20 Minutes

Challenges to Stewardship

  • Shirtsleeves to Shirtsleeves in Three Generations

    1 Minutes
  • Homework I

    9 Minutes 57 Seconds
  • Generational Wealth Stages

    1 Minutes
  • Generational Wealth Stages Over Time

    1 Minutes
  • Wealth Fractionalization Over Generations

    1 Minutes
  • Other Factors That Erode Wealth

    1 Minutes

Opportunities for Stewardship

  • Global Wealth Transfer and the Coming Years

    1 Minutes
  • Other Factors That Grow Family Wealth

    1 Minutes
  • Entrepreneurship

    27 Minutes 4 Seconds
  • Inheritance Project

    47 Minutes
  • Homework II

    20 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

The Stewardship preview course introduces the concept of stewardship and the role that stewarding principles play in beneficiary’s lives. Explore your values in terms of how they relate to stewardship and being a beneficiary. The course readings and activities have been redacted for preview purposes.

Estimated Completion Time
: 2 hours

Featured Resources:

         Books/Articles


        Videos

Customers Review

4.9 out of 5

7 customer ratings

  • 5 Star
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Jessica A.
Mar 14, 2024
Overall this is an excellent introduction. I found the variety of content delivery modes kept my attention while also allowing me to dive deeper into areas of interest. I interrupted some of my sessions to order the books and resources referenced in the course.
Christin C.
Nov 22, 2023
Very well done! I enjoyed all the ancillary resources like podcasts and book excerpts.
Rob K.
Sep 19, 2023
(I) really like the integration of the podcasts! It is always good to hear from the people who wrote the material behind some of the thinking shared instead of simply reading the material. Great add and a great course!
John P.
Aug 24, 2023
This course was very basic. Well designed for younger G2+ individuals. Looking forward to the more challenging and educational courses. Thanks!
Paul E.
Feb 25, 2023
This course provided an excellent overview of topics related to the stewardship of family wealth. To derive the full value, it is important to view the podcasts and read the additional material provided. Participants who do this, and take time to reflect on the material, and perhaps discuss with peers or family members, will get the most value.
Sharon R.
Oct 05, 2022
This was really well done. My only suggestion would be to have a reader for the audio portions of the text. It sounds as though it is computer-generated text to voice, and that is not very engaging. I ended up reading it but would have preferred hearing a person speak the content. I hope to have others preview the content with the intent to consider the courses for our family group. Thanks for the preview.
Allen E.
Jun 01, 2022
Congratulations, I think this is a fabulous product and excited about the value it can bring to advisors and NxtGens.