It is not uncommon to feel confused, anxious or stressed when certain wealth topics are brought up. Build your confidence and competence through our Accredited Beneficiary Stewardship (ABS) program!

  • 9 important wealth topic areas with customized courses 
  • Advocate for yourself and your family with increased command 
  • Improve relationships and credibility with your advisors, trustees, and family members
  • Confidence in your understanding of wealth and your trust 

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.

Very relevant and important material. User friendly and comprehensible. - Amy H. 

After this estate planning course, I can say I have a grip on the legal language which previously was so intimidating and destabilizing! - Lee M.

Taxes are never fun! The visuals were very good and made it interesting from the start. - Robin M.

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save 2 months!

Individual: 1 User

Accredited Beneficiary Stewardship Program

  • Access to 26 Courses
  • ABS Accreditation
  • Unlimited Access
  • Go At Your Own Pace
  • Total Privacy
  • Content Updated Regularly
  • 1-Year Term

Group: 2-10 Users

Accredited Beneficiary Stewardship Program

  • Perfect for Family Offices, Families, Siblings, Cousins or Peers
  • Track Progress of Group
  • Full Access to Courses
  • ABS Accreditation
  • Pace with Group or Individually
  • Share Notes, Questions, & Thoughts
  • Document Storage
  • Content Updated Regularly
  • Total Privacy
  • 2-Year Term

Enterprise: 10+ Users

Accredited Beneficiary Stewardship Program

Contact Us
  • Perfect for Institutions, Multi-Family Offices, RIAs, Trust Companies and Large Groups
  • Custom/Personalized Access to Courses
  • 3, 5, or 10 Year Terms  
  • Ability to White Label
  • Track Progress of Learners
  • Single Sign-On Option
  • Advisors Connected to Family Learners
  • Pace with Group or Individually
  • Share Notes, Questions, and Thoughts 
  • Document Storage Capability
  • Multiple Cohorts and/or Single Users
  • Education Consulting Support