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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Apr 13, 2023 in Stewardship

Guest, Kristin Keffeler, introduces her book, Myth of the Silver Spoon, and talks about the internal and external clutter that can become roadblocks for next and rising-gen members.

Mar 31, 2023 in Stewardship

Join Dr. Kirby Rosplock and Jane Beddall as they discuss the power of transformative conflict resolution for multigenerational family enterprises. Transformative conflict resolution seeks to transform the underlying relationship between parties in conflict. Through open communication and mutual understanding, transformative conflict resolution can lead to stronger relationships and increased empathy. This approach focuses on creating a foundation for future constructive interactions.


Mar 22, 2023 in Family Office

Dr. Kirby Rosplock and Scott Peppet dive into the often "demoted" topic of addressing family issues in the family office. Scott elucidates how the family office can be instrumental in managing family capital - asking the question, "if you couldn't talk about financial capital, what would you spend a year addressing?" Scott introduces his approach to the five capitals model and review a tool developed to help families understand how they can tackle family issues from a macro level.