Advisors
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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.
Beneficiaries
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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.
Families
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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.
Accredited Beneficiary Stewardship Program (ABS)
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.
Cutting-edge Family Wealth Education
Family wealth education that
empowers you to learn
succeed, and advance
Tamarind Learning Featured Podcasts
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Aug 24, 2022 in Wealth Management
In this episode of the Tamarind Learning Podcast, host Cindy Radu and expert Gerry Meyer discuss the complexities of rising generation education in family enterprises. They explore key trends like lifelong learning, gender diversity, and mentorship, offering actionable insights for active and rising generations. Tune in for a deep dive into tailored educational paths and family governance.
Aug 27, 2022 in Wealth Management
Tamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.
Aug 26, 2022 in Wealth Management
Tamarind Learning podcast guest, Malcolm Burrows, speaks with Canada’s Chief Learning Officer, Cindy Radu on intentional giving, engaging the next generation, and developing a philanthropic strategy.
