Jumpstart Family Learning with
Personal Finance Fundamentals

Reduce your family’s risk of failed wealth transfer by developing your family’s human capital.

Personal financial literacy skills lay the foundation for the rising generation to responsibly own and steward wealth.

  • Explore engaging, self-paced financial literacy education designed specifically for families of means.
  • Create a shared vocabulary for the entire family with 45+ lessons on spending, budgeting, investing, financial statements, and more.
  • Prepare the next generation to take on the responsibilities of stewarding family wealth.

 

 

 

 

Use code “BePrepared2025” for 30% off your first course

Start Learning

Flip the Switch.
Start Learning from the Experts — Anytime, Anywhere.

Tamarind Learning offers a secure, easy-to-use online learning environment designed to empower wealth inheritors, beneficiaries, and their families with essential knowledge in wealth stewardship. Through dynamic, self-paced courses and curated learning programs — including the Accredited Beneficiary Stewardship Designation (ABS) — Tamarind provides education tailored to the unique needs of families with substantial assets.

Explore our full range of course offerings, access free Podcasts, attend free Webinars, and Get Smarter about preserving your family’s wealth.

EXPLORE RESOURCES

Kirby Rosplock, Ph. D.

Founder and CEO

 

 

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t).

 

 

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Hear What Students are Saying

I am so happy I took this course. The material was relevant and easy to understand. I found extra resources like the podcasts and e-books helpful. I am hoping to have other members of my family take this course. Thank you for making a great product!

Sharon R. 

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Hear What Advisors are Saying

Tamarind Learning focuses on educating the beneficiary, not just the trustee and the wealth owner. The beneficiary learns about their roles, and how to have a voice!

Judy P. - Attorney

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Hear What Students are Saying

This course gave an excellent overview of company financial reporting information like income statements, balance sheet, and cash flow statements. The information was clear, concise, and easy to follow. The case study examples we also good.

Eric F. - Student

Hear What Students are Saying

This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course! 

Daniel W.

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Hear What Advisors are Saying

Tamarind Learning teaches about trusts and estates and investment management and portfolio construction, and what is the role of a beneficiary or the role of a trustee. These are things that many people never need to learn. But someone who grows up in a wealthy family has a lot to learn and sometimes they need to learn it very quickly!

Paul E. - Advisor

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Hear What Students are Saying

The ABS courses have been insanely helpful and have substantially moved the needle on several items related to the administration of my family’s trust. I appreciate the selection of specific chapters from very long books throughout the coursework as it prevents us from having to do redundant reading. This was invaluable— the kind of thing you expect from a college course.

Rebecca - Student

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