Tamarind Learning Subscription

The Family Office Fundamentals course is designed for wealth management professionals, financial advisors, family office employees, and individuals navigating the complex landscape of family offices. This course offers an unparalleled opportunity to deepen your understanding and enhance your expertise in managing, optimizing, and establishing family offices.

Family offices are unique entities that manage, grow, and preserve substantial family wealth. With the increasing prevalence of family offices, understanding their structure, operations, and the roles involved is crucial for anyone involved in managing significant wealth. Tamarind Learning's Family Office Fundamentals course provides you with the essential knowledge and practical skills needed to effectively design, implement, and manage a family office tailored to the needs and goals of high-net-worth families.

• Module 1 - Family Office Definition, Function, & Structures
• Module 2 - Three Primary Family Office Structures
• Module 3 - Human Capital Management within Family Offices

The Stewardship course introduces the concept of stewardship and the role that stewarding principles play in beneficiary’s lives. Students explore values in terms of how they relate to stewardship and being a beneficiary.

• Module 1 - Principles of Stewardship

This course covers what it means to be the beneficiary of a trust or significant wealth, starting with the importance of a settlors’ goals, motivations, and intentions for passing along wealth. The content reviews the four “M’s” that inspire beneficiaries to be stewards of wealth – not just recipients – and how a beneficiary’s relationship to trustees changes from childhood to adulthood. After establishing the foundation of beneficial ownership, the course delves into a beneficiary’s duties and responsibilities. Finally, the course concepts are blended into an interactive case study that features settlors and beneficiaries’ perspectives.

• Module 1 - Introduction to Beneficiary Fundamentals
• Module 2 - Beneficiary Trustee Relationship
• Module 3 - Responsibilities of a Beneficiary
• Module 4 - Beneficiary Fundamentals Case Study

Trustee Basics is a continuation of the learning established in Beneficiary Fundamentals and puts the learner in the shoes of a trustee. The course starts by establishing the main parties to a trust and defines the role of a trustee. The subsequent modules provide an overview of the responsibilities and duties of a trustee and reviews the beneficiary’s duties in the trust relationship. This course includes worksheets and resources that help an individual work through if they are ready to take on the responsibility and duty of becoming a trustee. Additionally, Trustee Basics covers institutional trustees, the purpose of a private trust company, and how to evaluate trustee candidates and monitor their performance over time.

• Module 1 - Introduction to a Trust
• Module 2 - Responsibilities of a Trustee
• Module 3 - Types of Trustees
• Module 4 -Sourcing a Trustee

Estate Planning Basics discusses both the financial and emotional aspects of estate planning and reviews the key documents that can be part of an estate planning strategy. The modules review the process and decision-making involved in setting up an estate plan, including evaluating the intent of the settlor and planning for fairness and equity over generations. This course highlights using wills and uses cases to demonstrate the importance of having a clearly defined will.

• Module 1 - Introduction to Estate Planning
• Module 2 - Estate Planning Documents
• Module 3 - Wills

Trust Fundamentals dives deeply into trust structures, starting with the history of trusts to the role trusts play in complex estate plans. This course highlights living trusts, irrevocable trusts, charitable/philanthropic trusts, dynasty trusts, and the role that trusts play when wills and power of attorney are present.

• Module 1 - Introduction to Trusts
• Module 2 - Use and Types of Trusts
• Module 3 - Trust Governance

Foundations of Tax includes three modules that cover the history and purpose of taxation, personal income taxes, the role of taxes in estate planning, and entity and charitable taxation. The course reviews taxes at the state and federal levels and features an estate freeze case study.

• Module 1 - Introduction to Taxes
• Module 3 - Tax Goals
• Module 2 - Estates, Trusts, and Wealth Transfer Taxes

Personal Finance Fundamentals covers the basics of practical financial skills starting with financial planning, risk management, and personal budgeting. The course moves on to corporate financial statements and builds up to analyzing key performance measures and ratios. This course also covers how to read core financial statements including a balance sheet, cashflow statement, and income statement. Finally, learners will apply knowledge through an in-depth case study that encourages critical thinking and problem-solving to make complex financial decisions.

• Module 1 - Introduction to Financial Planning
• Module 2 - Financial Statements
• Module 3 - Finance Case Studies

The Trust Administration course defines the role of trust administrators and reviews the ethical and fiduciary responsibilities that a trustee assumes. The coursework outlines four responsibilities to properly administering a trust and expands on the administrative functions that are required of a trustee, including monitoring trust investments and reporting. The course also highlights the role and responsibilities of the trust beneficiary.

• Module 1 - Trust Administration

Working with Advisors lays the groundwork for beneficiaries to have positive working relationships with advisors. The content reviews communication, hiring, compensation, and onboarding as well as transitioning to a new advisor or terminating an advisor relationship. The course ties relevant concepts into an animated case study that demonstrates the importance of working with advisors proactively.

• Module 1 - Working with Advisors

Investing Fundamentals outlines asset types and classes and considers how a trust portfolio can be constructed to meet specific financial goals. The coursework delves into investment governance including the components of an investment policy statement and how to read and understand investment statements and assess performance. Finally, the course culminates in a case study that applies the lessons and concepts learned in this course as well as tying in estate planning, financial planning, and wealth transfer.

• Module 1 - Introduction to Trust Investing
• Module 2 - Investing Goals, Strategy, Process, and Approaches
• Module 3 - Investing Case Study

The Purposeful Prenups course invites you to rethink what a prenuptial agreement can represent. Rather than viewing a prenup as a sign of mistrust or a legal formality, you’ll explore how it can serve as a tool for clarity, fairness, and emotional connection. Through real examples, media analysis, reflective exercises, and expert insights—including author Laurie Israel’s “Generous Prenup” approach—you’ll uncover the cultural stories that shape your assumptions about money, love, and power. By the end of the module, you’ll understand the foundational principles of a purposeful prenup and feel prepared to begin thoughtful, values-based conversations with your partner and advisors.