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Less time explaining, more time advising.
Give your clients access to the only portal addressing the unique needs of generational wealth families.
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Learn at your pace or collaborate with family.
Contemporary and trusted education tailored to your unique needs that fits your lifestyle.
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Ensure your heirs are stewards of wealth.
The only wealth education solution designed for the needs of multi-generational wealth transfer.
The ABS program is the first and only self-paced, online learning program and professional designation for beneficiaries.
Through a highly tailored education experience, beneficiaries of trust assets may either audit or complete the program's coursework. The comprehensive and rigorous fiduciary stewardship content builds a foundation of knowledge and enhances students' understanding of the building blocks of wealth in the areas of estate planning, trusts, administration, investing tax, fiduciary relationships, responsibilities, and more.
Featuring engaging multi-media content - film, interviews, and articles - anonymized real-life cases, and applied learning techniques, students find the education experience to be interesting and engaging.
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Nov 01, 2024 in Family Wealth
Kirby Rosplock speaks with Cathy Carroll about her new book, Hug of War: How to Lead a Family Business with Both Love and Logic. Cathy shares her insights on balancing family and business mindsets, employing polarity thinking, and managing power dynamics in family enterprises. From revealing vs. concealing wealth to navigating complex relationships, Cathy provides practical strategies for families looking to harmonize personal connections with business goals.
Oct 07, 2024 in Legacy
In this episode, Dr. Kirby Rosplock sits down with Jamie Yuenger, founder of StoryKeep, to discuss the profound impact of capturing and preserving family narratives. Jamie shares her unique approach to storytelling and the vital role resilience plays in the stories we pass down through generations. Learn how documenting your family’s history can create a lasting legacy and foster deeper connections.
Sep 02, 2024 in Education
In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action
