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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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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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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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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Dec 05, 2023 in Family Wealth

Tune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, “Greatness is a Choice.” Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius “Dr. J” Erving, Ethan has received endorsement and praise for his new book from global celebrities.

Nov 27, 2023 in Family Office

Dr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the world’s leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights to neurotech that impact how we trust, build rapport, and manage change. 

Nov 21, 2023 in Impact Investing

Dr. Kirby Rosplock and Christine Mendonca discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.