Empowering The Next Generation

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Does It Seem Like...

You can’t talk to your family or friends about your wealth without it turning awkward or tense.
Someone else makes all of your financial decisions? What happens when they are gone?
You don't know if your funds are being mismanaged.
You feel embarrassed asking your advisor questions and worry you’ll sound “dumb".

When your family doesn't really understand their wealth, they are vulnerable to

Trustees stealing their money
Advisors charging more than they should be
Not being able to use their wealth for their child's tuition, healthcare, or an emergency
Other family members looking down on you and thinking you're incompetent


Protect Your Legacy

The greatest challenge faced by affluent families and grantors is preparing the next generation for the responsibilities and challenges of sustaining family wealth. Today, many families tend to see their wealth dissipate as the 2nd and 3rd generation comes into the picture.

Tamarind Learning is an innovative, interactive learning platform designed to prepare beneficiaries to become extraordinary stewards of wealth. Our Accredited Beneficiary Stewardship (ABS) program provides vital education in the foundational areas of estate planning, trust, tax, investing, trust administration, financial planning, fiduciary oversight, trustee and beneficiary relationships, and supports beneficiaries when working with their advisors.

Empower your beneficiaries with an integrated, progressive, and cohesive wealth education approach.


Choose the Best Plan for Your FamiliesJourney


Special Limited Time Pricing!

Individual

For those who want to learn by themselves

$99 per Month

Choose Individual

  • Access to all Courses and Content
  • Unlimited Access 24/7
  • Cancel Anytime
  • Optional ABS Accreditation
  • Learner Dashboard
  • Notebook
  • Glossary of Terms
  • Document Storage
  • Steward AI 
  • Podcasts
  • Webinars
  • Assessments
  • Course Planner
  • Quizzes
  • Homework
  • Content Updated Regularly
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Family

Learn together and share the experience

$1,250 per Month

Choose Group

  • Pack of 2 to 10 annual licenses
  • 1 Private Cohort
  • 1 Free Administrative License

Includes Individual Plan Plus:

  • Advisor Dashboard
  • Track Progress of the Group 
  • Reporting
  • Email and Messaging
  • Share Notes, Discussions, Questions & Thoughts 
  • Customer Support 
  • Gamification
  • Learn with the Group or Individually

Options Available:

  • Customized Log-in Page
  • Custom Course Plans
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Business

Organizations with unique and larger needs

Customized Education

Contact Sales

  • Perfect organizations that require more than 5 Cohorts or flexibility with users
  • Minimum 3-year term
  • Includes Group Plan Features
  • Access to Advisor Training Program

Options Available:

  • Branding and Personalization
  • Unique URL
  • Course Customization 
  • White Label - with or without content
  • Single Sign On
  • Custom Course Plans
  • Course Creation
  • Outsourced Administration
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Why Tamarind Learning is Right for Your Family

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 your beneficiary with the financial building blocks to understand their wealth. Knowledge is power. This comprehensive online approach to wealth education can result in: 

  • Increased Competence and Confidence in the core areas your beneficiary should be knowledgeable in, such as the roles and responsibilities of beneficiaries and trustees, estate planning, trust basics, trust administration, tax, and trust investments
  • Empowerment to advocate for your family with increased command
  • Generational Wealth that can continually perpetuate from learning to be a responsible steward 


For your family to know what they can legally do with their wealth, the truth is, it is no one else, but ALL of you must be financially literate.

So you can:

Confidently talk to your family, friends, or advisors without worrying about sounding “dumb”.
Make your own financial decisions.
Know if your funds are being mismanaged or if your trustee is stealing from you.
Smoothly use your trust fund for healthcare, tuition, debt, kids, or emergencies.

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 families like yours to learn what they can legally do with their wealth.

Your family will learn

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

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 they can return whenever new questions or trustee issues come up.

Built to protect them 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.

Sarah Johnson
Beneficiary since 2021

"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 Chen
Trustee since 2023

"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 Patterson
Beneficiary since 2019

"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

Real Stories from Real 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 $400 just to ask basic questions. After completing this program, I discovered my trustee had been overcharging me for years. I saved over $15,000 in the first year alone 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?

How to Measure Success

Our program from Tamarind Learning features sophisticated metrics to track progress, demonstrating each beneficiary's understanding and knowledge. Beneficiaries will show increased confidence, competence, and empowerment to be a good steward of their wealth. Tamarind Learning reduces the stress of passing on your wealth. It makes the learning experience for your beneficiaries efficient, effective, and enjoyable.


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