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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Apr 01, 2026 in Planning and Legacy
Dr. Kirby Rosplock sits down with CFP® Dr. Jay Zigmont to explore the fast-growing child-free economy—now 25% of U.S. adults. They unpack how traditional financial planning overlooks this segment, why legacy must be redefined beyond heirs, and how child-free individuals can align money with purpose, flexibility, and impact. A thought-provoking conversation on life, wealth, and rewriting the script.
Mar 02, 2026 in Women and Wealth
In this episode, Dr. Kirby Rosplock sits down with Katie Loeb to explore why this is a defining decade for women and wealth. They unpack the great wealth transfer, next-gen daughters, money confidence, and the concept of “wealthiness”, where financial empowerment, wellness, and legacy intersect to help women step fully into their power.
Feb 01, 2026 in Investing
Rick Segal, founder of Rethink Capital Partners and author of The Heart of It, joins Dr. Kirby Rosplock to explore what it means to invest with purpose. From Wall Street to impact investing, Rick shares why corporate responsibility, long-term thinking, and investor-entrepreneur partnership matter more than ever, and how mindful capital can build a better future.
