About Us

To bridge the education, communication, and awareness gaps that exist among families around family wealth.  To support, educate, and inspire beneficiaries and their families to be extraordinary stewards of wealth and possibility.


Tamarind Learning’s online learning environment provides vital education on the cornerstones of wealth and stewardship in the form of multi-course programs and a professional designation. Inspired by its clients, Tamarind Learning® identified the changing needs of wealthy families who struggle to educate their heirs, especially in a safe, secure, remote, and self-paced environment. Education options are available to those who desire to earn a designation by completing the Accredited Beneficiary Stewardship Designation (ABS)® or who simply want to audit the ABS Designation. For those who are focused on specific learning needs, Tamarind Learning offers courses focused on specific topic areas.

Watch the video below to learn more about the Tamarind Learning approach. 


I am so happy I took this course. The material was relevant and easy to understand. I found extra resources like the podcasts and e-books helpful. I am hoping to have other members of my family take this course. Thank you for making a great product!

Sharon R. 

Tamarind Learning focuses on educating the beneficiary, not just the trustee and the wealth owner. The beneficiary learns about their roles, and how to have a voice!

Judy P. - Attorney

This course gave an excellent overview of company financial reporting information like income statements, balance sheet, and cash flow statements. The information was clear, concise, and easy to follow. The case study examples we also good.

Eric F. - Student

This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course! 

Daniel W.

Tamarind Learning teaches about trusts and estates and investment management and portfolio construction, and what is the role of a beneficiary or the role of a trustee. These are things that many people never need to learn. But someone who grows up in a wealthy family has a lot to learn and sometimes they need to learn it very quickly!

Paul E. - Advisor

The ABS courses have been insanely helpful and have substantially moved the needle on several items related to the administration of my family’s trust. I appreciate the selection of specific chapters from very long books throughout the coursework as it prevents us from having to do redundant reading. This was invaluable— the kind of thing you expect from a college course.

Rebecca - Student