On-Demand, Anytime, Anywhere

Empowering global families and their heirs to steward wealth and legacy.


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Designed by and for heirs and expert advisors

Making even the most challenging wealth concepts engaging
through tailored resources and real-life examples.

 

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Individual and cohort environments

Ensuring superior learner retention through interactive multi-modal
courses and gamification.

 

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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.


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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.


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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.



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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.


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Oct 07, 2024 in Legacy

In this episode, Dr. Kirby Rosplock sits down with Jamie Yuenger, founder of StoryKeep, to discuss the profound impact of capturing and preserving family narratives. Jamie shares her unique approach to storytelling and the vital role resilience plays in the stories we pass down through generations. Learn how documenting your family’s history can create a lasting legacy and foster deeper connections.

Sep 02, 2024 in Education

In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action

Aug 21, 2024 in Investing

Join Dr. Kirby Rosplock and Angela Lee, founder of 37 Angels and Columbia University professor, about the essentials of angel investing. Angela shares her journey from entrepreneur to angel investor, the significant diversity gap in funding, and how 37 Angels is empowering underrepresented investors to make impactful decisions. Tune in to learn practical tips for getting started in angel investing and the key traits successful angels possess.