Advisor-Guided Financial Empowerment

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Does It Seem Like...

Family meetings about wealth with parents and adult children become awkward or tense.
Do parents still make all of the financial decisions? What happens when they are gone?
Your clients don't trust you are making the best decisions.
Your clients are embarrassed to ask you questions in fear of sounding “dumb".

... While Taking Education off Your Plate

The greatest challenge faced by affluent families and the advisors who serve them is preparing the rising generation for the responsibilities of wealth. Tamarind Learning is an innovative, interactive learning platform that supports the wealth education needs of your clients, their children, and beyond.

If you have been seeking smart, fresh, and modern learning resources to augment your existing education for clients, the answer is here.


Customize Your Client Learning Experience

Progressive programs for beginner to advanced learners. 


Individual

For those who want to learn by themselves

$99 Monthly Buy


$1,000 Annually Buy


What’s included

  • Full access to Tamarind’s courses
  • Ongoing content updates and new releases
  • Learn at your own pace, on your own schedule

How it’s used

  • Self-directed learning, go at your own pace
  • Can be paired with conversations with a client (family office professional, trustee, or advisor) to go deeper
  • Structured learning paths for beneficiaries, trustees, and rising gen family members

Learning experience

  • Interactive lessons, assessments, and applied exercises
  • Personal workspace for notes and planning
  • Supporting resources, including podcasts and webinars
  • AI-supported guidance within the platform

Membership details

  • One participant seat
  • Monthly subscription; annual option available
  • Cancel anytime

Optional

  • Earn the Accredited Beneficiary Stewardship (ABS) designation

Group

Learn together and share the experience

$1,500 Monthly BUY


$15,000 Annually BUY


What's included

  • Membership covering up to 10 participants
  • 1 administrative seat for coordination and oversight
  • Full access to Tamarind’s complete curriculum
  • All content updates and new releases during the membership term

How it’s used

  • Just-in-time learning for beneficiaries, trustees, family office employees, and rising-gen family members as needs arise
  • Learning aligned to family meetings, transitions, and new responsibilities, providing shared context ahead of decisions
  • Structured group learning pathways, such as a cousin group taking courses together and meeting periodically to discuss and apply what they’re learning

Built to scale

  • Add additional participants at a low incremental cost
  • No reconfiguration as the family or team grows

Oversight and coordination

  • Visibility into learning activity across the group and individual participants
  • Lightweight communication to support shared understanding

Learning experience

  • Learn independently or alongside others
  • Engage around shared topics when timing matters
  • Flexible pacing based on role and responsibility

Business

Organizations with unique and larger needs

Customized Education

Contact Sales


    What's included

    • All Family Membership features

    • Capacity to support multiple cohorts and flexible user structures

    • Designed for organizations managing education across many families, teams, or stakeholders

    How it’s used

    • Education delivered consistently across the organization

    • Shared learning frameworks applied across multiple client or internal cohorts

    • Ongoing education embedded into onboarding, development, or client engagement

    Advisor and organizational support

    • Access to Tamarind’s Advisor Training Program

    • Tools and support designed for professional teams

    Term and structure

    • Minimum three-year commitment

    • Structured for long-term integration

    Organizational extensions

    • Branding and personalization

    • Dedicated or custom URLs

    • Course customization and tailored learning plans

    • White-label options (with or without Tamarind content)

    • Single sign-on (SSO)

    • Custom course creation

    • Outsourced administration and support

    Schedule an Education Assessment

    Tamarind Learning Features for Advisors

    Tamarind Learning is the first and only accredited online, self-paced learning program for beneficiaries that supports and inspired them to be extraordinary stewards of wealth. Empowered Tamarind Learning graduates act on their own behalf. They have improved competence, confidence, productivity, and communication with their family and advisors. 

    When used in an advisor-supported learning environment, advisors have access to unique features:

    • Guide or shadow your client throughout their learning experience
    • Enhance programs using client specific documents
    • Find content conveniently based on the needs and interestes of your clients
    • Embedded metrics provide accountability to motivate, interact, and encourage clients to learn consistently
    • Validation of knowledge retention with learning checks, homework, and activities

    How to Measure Success

    Each program from Tamarind Learning features sophisticated metrics to track learner progress and success to demonstrate a client's understanding and knowledge. Graduates will have increased confidence and competence, empowerment, and improved relationships. Tamarind Learning reduces your stress and that of your clients. It makes the learning experience more efficient, effective, and enjoyable.


    For your client to know what they can legally do with their wealth, the truth is, it is no one else, but YOU must educate them to be financially literate.

    So your client can:

    Confidently talk to you, family, friends, or other advisors without worrying about sounding “dumb”.
    Make their financial decisions together with you.
    Understand their fees and discuss if they are being mismanaged.
    Smoothly use their trust for healthcare, tuition, debt, kids, or emergencies.

    This is why Tamarind Learning was created.

    This is the only education platform in the world made specifically for advisors like you to learn how to educate your clients on what they can and should do with their wealth.

    Clients will learn

    How to take control of their future and work together with advisors and family members. 
    Exactly what they can legally spend their trust money on — without ever guessing again.
    How to use their wealth to build the life they actually want — travel, career choices, home, family plans, and more.
    How to make smart financial decisions to honor your loved one’s intentions, enriching the client-advisor relationship.

    Learn at your own pace with zero pressure or deadlines

    100% online. No hassle of traveling, in-person classes, or fixed schedules

    Clear, simple explanations that make intimidating legal concepts finally make sense

    Learn without judgment, shame, or feeling “stupid” for asking basic questions

    Annual access so you can return whenever new questions or issues come up

    Built as a tool for the advisor to work together with clients, protecting them from being taken advantage of by other advisors or family members

    Our world-class online courses are designed for NextGen beneficiaries.

    You will receive top-quality education created by multi-generational beneficiaries, using real-world examples.

    Sarah J
    Beneficiary

    "Finally, I understand my trust!"

    This program changed everything for me. I no longer feel intimidated talking to my advisor, and I actually understand where my money is going.

    Michael C
    Trustee

    "Worth every penny"

    I saved thousands in lawyer fees by learning this myself. Now I can make informed decisions, and my family actually respects my financial knowledge.

    Emily P
    Beneficiary

    "No more awkward conversations"

    I can finally have confident discussions about my trust with my parents. The judgment-free environment made learning so much easier.

    The Value You’re Getting

    If you tried to piece this together with professionals one-on-one, it would get expensive fast.

    Here’s what’s included in every Course

    Stories from Beneficiaries

    "I inherited a trust at 25 and felt completely lost. My parents wouldn't explain things clearly, and every time I called my lawyer, it cost me $$$ just to ask basic questions. After completing this program, I discovered my trustee had been overcharging me for years. I saved a lot of money just by knowing what questions to ask."

    — Jessica M., 27, Third-Generation Beneficiary

    "My family made me feel stupid whenever I asked about the trust. I was embarrassed and avoided the topic entirely. This program taught me everything in clear, simple language. Now I manage my own distributions, I helped my sister understand her trust, and my parents actually come to me for advice. The confidence I've gained is priceless."

    — David K., 32, Beneficiary & New Trustee

    "I wanted to use trust funds for my daughter's medical expenses, but didn't know if it was allowed. My advisor kept saying 'maybe' and suggested hiring a lawyer. Within two weeks of starting this course, I learned exactly what I could do, submitted the proper request, and got approved. This program paid for itself ten times over."

    — Amanda R., 29, Beneficiary & Mother

    Ready to Take Control?

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