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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May 12, 2025 in Leadership
Eti and Chaz Lazarian, co-founders of Insignia LLC, join Dr. Kirby Rosplock to share how they built a thriving commercial real estate business and formalized their family office—all while raising three daughters. From defining roles at home and work to instilling financial literacy in the next generation, this episode highlights the realities of being co-preneurs, parents, and legacy-builders under one roof.
May 01, 2025 in Wealth and Health
Estate attorney and improv comedian Mark Shiller joins Dr. Kirby Rosplock to explore how principles of improv—like listening, group dynamics, and “other-centeredness”—can transform family wealth planning. They discuss generational transitions, the importance of purpose in wealth, and Schiller’s book How to Not Ruin Your Kids with Money. A refreshing take on what families really need to thrive across generations.
Apr 01, 2025 in Wealth and Health
Join the Tamarind Learning Podcast as we explore financial therapy with Aja Evans, author of 'Feel Good Finance.' Discover how our relationship with money reflects our emotions, why we use spending as therapy, and ways to build healthier financial habits. Aja shares insights from her 15 years in mental health and explains how understanding the psychology behind our money decisions can lead to lasting positive change in our financial wellbeing.
