Family Governance Curriculum
The Family Governance Curriculum is a structured educational program from the Office of the Fiduciary covering family trust formation, fiduciary duties, recordkeeping, succession, and multi-generational governance. This page provides a general program overview. The complete curriculum, including full lesson content and applied exercises, is available to authenticated members of the KLI Member Portal.
The Family Governance Curriculum introduces the doctrine behind trust formation, fiduciary obligations, administrative recordkeeping, trustee succession, beneficiary rights, and multi-generational governance continuity. It is organized into 8 structured modules for members progressing through the KLI educational pathway.
MODULES: 8 SECTIONS
Family Trust Principals
Settlors, trustees, and family members establishing or administering a family governance structure.
Successor Trustees
Individuals preparing to assume fiduciary responsibility for continuity and administration.
Governance Participants
KLI members building foundational and applied literacy in trust and fiduciary governance.
Trust Formation Literacy
Understand the general elements and purpose of a family trust structure.
Fiduciary Duties
Understand the general duties of loyalty, care, and impartiality owed by a trustee.
Recordkeeping & Continuity
Understand why administrative records and succession planning matter for continuity.
Beneficiary Rights
Understand the general information, accounting, and communication rights of beneficiaries.
Enroll in Foundational Membership to begin the curriculum pathway, or log in to the Member Portal if you already hold an active membership.
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