Become an Empowered Steward of Your Wealth
Read on…
Does It Seem Like...
When you don't really understand your wealth, you are vulnerable to
Choose the Best Plan for Your Education Journey
Special Limited Time Pricing!
Individual
$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 trusted advisor (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
$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
Customized Education
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
Purchase Our Programs, Courses, and Master Classes
Review each offering and either purchase the course for a one-time fee or subscribe to all courses and content above
Programs
Courses
Master Classes
For you to know what you can legally do with your wealth, the truth is, it is no one else, but YOU who has to be financially literate.
So you can:
You’ve already tried researching online and talking to a $500/hr lawyer to understand your trust or estate plan, but the fees alone make it not worth it.
Paying a lawyer makes you feel financially illiterate, and having to pay someone to teach you what, on the surface, seems like normal financial information is very demeaning.
Think about it:
Every time you pay your lawyer to help you, you're actually depleting your wealth.
What's worse? You will never know if your advisor or attorney is giving you good or bad advice when making investment decisions.
This is why Tamarind Learning was created.
This is the only education platform in the world made specifically for beneficiaries like you to learn what you can legally do with your wealth.
You will learn
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 trustee issues come up
Built to protect you from being taken advantage of by 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.
"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.
"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?
Is Tamarind Learning Right For You?
Stewards are not simply born, they are cultivated with great care, nurturing, and support. To become a good steward, you must develop skills, define your vision and values, and put them into action, and work to continually adapt and hone your path.
Tamarind Learning is a highly tailored education experience using multiple approaches to teach and empower you with the financial building blocks to understand your wealth. In your role, knowledge is power. With this comprehensive online approach to wealth education, you will finish with:
- Increased competence and confidence in core foundational areas such as the roles and responsibilities of beneficiaries and trustees, estate planning, trust basics, trust administration, tax, and trust investments
- Empowerment to advocate for yourself and your family with increased command
- Improved relationships and credibility with your advisors, trustees, and family members
How to Measure Success
The ABS program features sophisticated metrics to track progress and demonstrate your understanding and knowledge. You will show increased confidence, competence, and empowerment knowing what it takes to be a wealth steward.
"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.