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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Nov 22, 2023 in Leadership
In this episode, Barbara Archer is joined by Dr. Kirby Rosplock, a recognized teacher, author, advisor and speaker in the family wealth industry. She is a Dean of Family Office at the Purposeful Planning Institute, a fellow and faculty of the Family Firm Institute, and a co-trustee of the Harbeck Family Foundation and is here to help you ensure your family is having the necessary conversations, ensuring the most positive outcomes.
Nov 01, 2025 in Estate Planning
Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the “head and heart” of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans, and why true legacy is about passing on values, not just valuables. Insightful, heartfelt, and practical advice for every generation.
Dec 01, 2025 in Investing
Dr. Kirby Rosplock talks with Kelly Ann Winget, founder of Alternative Wealth Partners, about empowering affluent investors to move from passive to purposeful investing. Kelly shares her journey as a serial entrepreneur, her “aha” moment in 2020, and how she aligns capital with purpose. They explore myths about alternative investments, impact investing, and Kelly’s bold book Pitch the Bitch, inspiring investors to take control and invest
