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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Jun 18, 2024 in Family Office

Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.

May 01, 2024 in Tax and Wealth Management

Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.

Apr 22, 2024 in Wealth Management

Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.