Tamarind Learning Presents:

The Stewardship Course

Kickoff May 2024

In Partnership with:

The Ultra High Net Worth Institute

Join UHNWI Emerging Leaders in this interactive learning experience. The course will kickoff May 2024 and members will have two months of free access to the Stewardship course. 

What is the Stewardship course?

The Stewardship course introduces the concept of stewardship and the role that stewarding principles play in beneficiaries’ lives. Advisors will explore how their clients relate to stewardship and being a beneficiary. The Stewardship course lays the groundwork for advisors to empower their clients to steward the family's wealth and legacy for generations to come. View the course outline here.

Why is wealth education vital for UHNW Clients?

  1. A survey of affluent millennials found that 1/3 reported anxiety and financial insecurity *
  2. A study by U.S. Trust found that only 42% HNW parents believe that their children are prepared to handle inheritance.**
  3. On average, affluent families don’t begin wealth-related education until their kids are 28*
  4. The earlier affluent individuals begin learning about wealth, the more confident they are about inheriting and managing it***
  5. 56% of affluent individuals “conduct their own research” on wealth education* - with just 5% receiving organized education around the broader aspects about wealth*

* The Balance, 2019 Affluent Millennial Money Study 
** Bank of America Private Bank, 2022 Study of Wealthy Americans
*** RBC, 2017 Wealth Transfer Report

  • Fundamental knowledge and skills that lay the groundwork for responsible stewarding of wealth
  • A clear understanding of what stewardship is and what it means to your family system
  • A deeper connection to your inheritance story 
  • Key insights into the coming wealth transfer 
  • Lessons on preserving wealth 
  • A special offer from Tamarind Learning for comprehensive wealth education to prepare adult inheritors to steward wealth for generations to come

Tamarind Learning's comprehensive curriculum and built-in communication tools provide opportunities to connect with peers and foster connections with your family - all while delivering the necessary skills and knowledge for next and now gen family members to steward wealth. 

One of three best practices of families who successfully pass their businesses and wealth from generation to generation is to focus on growing human capital through next-generation development activities. Because multi-generational families are often geographically disparate, they have to work to develop connections in each new generation.

Dennis Jaffe

Borrowed From Your Grandchildren, The Evolution of Stewardship in 100-Year Families