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EDUCATION


Programs

Accredited Beneficiary Stewardship Program

$9,000
BESTSELLER

Stewardship in Action Program

$2,800

Estate Planning, Trusts, and Tax Program

$3,400

Financial Planning, Administration, and Investing Program

$3,100

Courses

Family Office Fundamentals

$2,000
New

Stewardship

$375

Beneficiary Fundamentals

$1,100

Trustee Basics

$1,400

Estate Planning Basics

$1,400

Trust Fundamentals

$1,100

Foundations of Tax

$1,200

Personal Finance Fundamentals

$1,400
BESTSELLER

Trust Administration

$400

Working with Advisors

$400

Investing Fundamentals

$1,100
BESTSELLER

Continuing Education

Stewardship: Understanding the Psychology of Multi-Generational Wealth

$375
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20283 State Road 7 Suite 505 Boca Raton, FL 33498
+1 (561) 427-1330
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  • Tamarind Partners, Inc.

Disclaimer: The following education provides bespoke learning and education; however, it does not constitute legal, investment, estate planning, or tax advice, rather, the opinions and ideas expressed herein are those of Tamarind Learning, including outside experts and contributors. The content provided herein is for the sole use of the client learner for education and illustration purposes ONLY and is not intended to be comprehensive or utilized without consultation of the family's advisors and staff. For specific guidance pertaining to individual family members, advice should be sought from the family member's staff and outside key advisors.

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