Family wealth education that empowers you to learn, succeed, and advance

Investing in your family capital is investing in your future

Families who acquire great wealth over one or more generations may have roadmaps for their estate plan, their wealth, investments, and their businesses; however, many families struggle with the perplexing question of how do I help my adult children garner the knowledge, practical insights, and applied opportunities to learn about wealth in a safe, secure, private and highly customized environment? Where is the next generation’s learning program for tailored wealth education?

Tamarind Learning provides different options to answer this call. Providing a virtual education roadmap, Tamarind Learning’s various programs directly support beneficiaries, their trustees, family offices, wealth advisors and other trusted parties who are helping beneficiaries succeed. This wealth education roadmap is:

• An integrated, progressive, and cohesive wealth education approach
• Contains all the fundamentals required to prepare beneficiaries with the foundations of estate planning, trusts, tax, investing, trust administration, financial planning, fiduciary oversight, trustee and beneficiary relationships, and working with their advisors.

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Stewards are not simply born, they are cultivated with great care, nurture, and support. To date, families and advisors have either built organically or cobbled together learning resources to prepare their offspring for their ownership and investment responsibilities but no standard or benchmark for wealth education existed.

Tamarind Learning devised multiple approaches to learn virtually to answer this call as a step forward to delivering the financial building blocks from the simple to the technical aspects of beneficial ownership. Creating a high learning standard with this comprehensive online approach to stewardship education provides:

• The option to learn through tailored learning programs or to acquire a professional designation for beneficiaries
  • Until now, similar professional designations have only been for fiduciary professionals and advisers
  • With the successful completion of the ABS professional designation, beneficiaries now have a continuous learning program for ongoing education to support them in stewarding their family’s long-term wealth
• A novel platform transforms wealth education from mundane to modern
  
  • Industry experts with a track record of educating affluent beneficiaries bring fresh new ideas to the forefront
  • Newest online education techniques coupled with current, interesting content tailored to adult learners
  • Inspiring cases, anonymized examples, mixed with actual case law

Digital Natives vs. Digital Immigrants

Online education has quickly been adopted in the wake of the world’s most severe global pandemic in a millennium. More than a billion students have been impacted globally (approximately 60+% of learners). Further, eLearning adoption, especially at the university and college level, has grown significantly as large schools have become a hot zone for COVID-19 spread and more and more learners registering in brick and mortar college and university programs declines. Even before COVID-19, The Best Colleges “2019 Online Education Trends Report” indicates that convenience and flexibility is the biggest reason for taking courses online. Since 2000, the growth of eLearning sector is 900%, with more than $72.41 Billion being invested into this sector from 2020-2024.

Another driver for virtual learning is the shift to working remotely. Nearly half (42%) of U.S. workers now work from home with only 26% working onsite. Today’s learner needs the flexibility, ease, and convenience of accessing information, education and learning from a screen when they are on the go. For today’s learner, Tamarind Learning is:

• convenient, flexible, secure, and relevant to today’s students
  • Adapts to all types of devices – mobile, pad, computer – making learning convenient anytime, anywhere
  • Self-paced format allows learners to progress at their own speed and between sessions, can pick up where they left off
  • Content applicable to learner’s own lives and situations
  • Provides anonymity and confidentiality through the secure online portal
• A long-term value with continued benefits
  • Tamarind Learning provides a significant value over other educational programs that require in-person, classroom or family meeting time
  • Creates a long-term positive impact on beneficiary’s ability to steward wealth and life-long learning proposition