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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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Feb 09, 2024 in Governance

Dr. Kirby Rosplock is in conversation with Chris Herschend, a third-generation shareholder in a family enterprise, who shares a personalized perspective on the evolution and growth of a family business system. Join this discussion to gain a deeper understanding of the organic and intentional aspects of how things unfold in the family business landscape, emphasizing that governance is an ongoing, never-completed process.

Jan 12, 2024 in Family Wealth

Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.

Dec 06, 2023 in Estate Planning

Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.