Advisors
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Less time explaining, more time advising.
Give your clients access to the only portal addressing the unique needs of generational wealth families.
Beneficiaries
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Learn at your pace or collaborate with family.
Contemporary and trusted education tailored to your unique needs that fits your lifestyle.
Families
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Ensure your heirs are stewards of wealth.
The only wealth education solution designed for the needs of multi-generational wealth transfer.
Accredited Beneficiary Stewardship Program (ABS)
The ABS program is the first and only self-paced, online learning program and professional designation for beneficiaries.
Through a highly tailored education experience, beneficiaries of trust assets may either audit or complete the program's coursework. The comprehensive and rigorous fiduciary stewardship content builds a foundation of knowledge and enhances students' understanding of the building blocks of wealth in the areas of estate planning, trusts, administration, investing tax, fiduciary relationships, responsibilities, and more.
Featuring engaging multi-media content - film, interviews, and articles - anonymized real-life cases, and applied learning techniques, students find the education experience to be interesting and engaging.
Cutting-edge Family Wealth Education
Family wealth education that
empowers you to learn
succeed, and advance
Tamarind Learning Featured Podcasts
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Jan 01, 2025 in Family Wealth
Join Dr. Kirby Rosplock and Kathleen Kingsbury, a renowned money mindset coach and author. Kathleen discusses her book, Breaking Money Silence, exploring the pervasive issue of money silence—the societal and familial taboo surrounding financial discussions. Kathleen sheds light on how breaking these taboos can foster healthier relationships and financial literacy, transforming the way we think, feel, and talk about money.
Dec 01, 2024 in Wealth and Health
In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock sits down with Jane Mintz, CEO and Chief Clinical Strategist of Real-Life Intervention Solutions. They discuss the challenges advisors face when working with clients struggling with addiction and the risk of falling into professional codependency. Jane shares insights on identifying red flags, maintaining professional boundaries, and using strategic intervention to support clients and family systems effectively.
Nov 01, 2024 in Family Wealth
Kirby Rosplock speaks with Cathy Carroll about her new book, Hug of War: How to Lead a Family Business with Both Love and Logic. Cathy shares her insights on balancing family and business mindsets, employing polarity thinking, and managing power dynamics in family enterprises. From revealing vs. concealing wealth to navigating complex relationships, Cathy provides practical strategies for families looking to harmonize personal connections with business goals.
