Complete Family Wealth, 2nd Edition

Appendix One: Fiduciary Course Curriculum

Introduction

This eight-session course is designed for future family leaders. The overall goals of the course are the following:

1. Engage future family leaders in active learning and in applying their learning to practice.
2. Ground future family leaders in knowledge of the basics of trusts and related fiduciary roles and responsibilities.
3. Continue to strengthen relationships between future family leaders with each other and with the trustees.
4. Prepare future family leaders to make informed choices about accepting fiduciary roles in the future.

Each session in the program will run for 90 minutes and include opportunities for instruction, self-reflection, and active discussion.

Overview of Sessions ...