Perpetuate Generational Wealth Within Your Family


The greatest challenge faced by affluent families and grantors is preparing the next generation for the responsibilities and challenges of sustaining family wealth. Today, many families tend to see their wealth dissipate as the 2nd and 3rd generation comes into the picture, often due to a lack of preparation, educational resources, and a clear understanding of their wealth and responsibilities.  

Tamarind Learning is an innovative, interactive learning platform that is designed to prepare beneficiaries to become extraordinary stewards of wealth. Our Accredited Beneficiary Stewardship (ABS) program provides vital education in the foundational areas of estate planning, trust, tax, investing, trust administration, financial planning, fiduciary oversight, trustee and beneficiary relationships, and supports beneficiaries when working with their advisors.

Empower your beneficiaries with an integrated, progressive, and cohesive wealth education approach.

Stewards are not simply born, they are cultivated with great care, nurture, and support. To become a good steward, you must develop skills, define your vision and values and put them into action, and work to continually adapt and hone your path.

Tamarind Learning is a highly tailored education experience using multiple approaches to teach and empower you with the financial building blocks to understand your wealth. In your role, knowledge is power. With this comprehensive online approach to wealth education you will finish with: 

  • Increased Competence and Confidence in the core foundational areas your beneficiary should be knowledgeable in, such as the roles and responsibilities of beneficiaries and trustees, estate planning, trust basics, trust administration, tax, and trust investments
  • Empowerment to advocate for yourself and your family with your increased command of estate planning, tax, trusts, investing, and more
  • Generational Wealth that can continually perpetuate from learning to be a responsible steward, ensuring your family wealth will not dissipate  
  • Validation of Knowledge Retention with learning checks, homework, and activities

The ABS program from Tamarind Learning features sophisticated metrics to track progress and success to demonstrate each beneficiaries' understanding and knowledge. Beneficiaries will show increased confidence and competence, empowerment, and understanding of how to be a good steward of their wealth. Tamarind Learning reduces the stress of passing on your wealth. It makes the learning experience for your beneficiaries efficient, effective, and enjoyable.

Individual: 1 User


ABS 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


ABS 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


ABS Program
  • Perfect for Institutions, Mult-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, & Thoughts 
  • Document Storage Capability
  • Multiple Cohorts and/or Single Users
  • Education Consulting Support

WHY SHOULD My family Signup for THis program?

The ABS program will provide your family with 1. Wealth management knowledge crafted by experts, 2. Empowerment to act responsibly around wealth, and 3. improved competence, confidence, productivity, and communication with other family members and advisors.

WHO CREATED THE CONTENT?

The content was developed by respected industry thought leaders from each discipline. The content was then modified to the platform by the Tamarind Learning team.

IS MY FAMILY GROUP OR COHORT INFORMATION PRIVATE?

Yes! Groups and families are created separate and share the information only within the group or family members.

HOW LONG DOES IT TAKE TO COMPLETE?

Each course will take a different amount of time to complete based on your prior knowledge of the subject matter. On average, it may take only 1-2 hours to cover the lessons in a course, but additional time to complete readings, activities, and homework. Homework is optional but enhances the experience of the learner. Overall, the ABS program will take about 45-50 hours to complete. The Stewardship in Action program will take about 14 hours to complete.  The Estate Planning, Trusts, and Tax program will take about 18 hours to complete. The Financial Planning, Administration, and Investing program will take about 16 hours to complete.

WHAT CAN BE DOWNLOADED?

There are documents that are downloadable either by clicking on the hyperlink or the download button on the top right of the embedded PDF viewer. Note that not all the documents are downloadable. Your Notes are all downloadable by clicking on the export button within the Notes widget.

HOW LONG DO we HAVE TO COMPLETE THE PROGRAM?

Access will last for one year from the time of purchase. If more time is needed to complete the program or want the ability to have access, please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist. 

IS THE WEBSITE SAFE, SECURE, AND CONFIDENTIAL?

Yes! The website is hosted on secure servers, backed up, and has redundancy protocols in place. The servers utilize actively managed security features to ensure the data is protected.

DO YOU SHARE INFORMATION WITH 3RD PARTIES?

No. Privacy is at our utmost concern.

HOW LONG IS INFORMATION STORED ONCE A Client is NO LONGER ACTIVE?

Information and data will be stored up to 2 years after having access to Tamarind Learning unless otherwise instructed. Payment information is not stored by Tamarind Learning.

HOW IS THE CONTENT KEPT CURRENT?

We will update the content when there are changes to the tax code and law that impacts Tamarind Learning content. We also work with industry leading thought experts who provide us with current content as it becomes available. Our goal is to maintain the content to ensure it is relevant.

WHO OWNS THE INFORMATION (ACTIONS, ANSWERS, THOUGHTS, AND SHARING)?

Each learner owns their information. Tamarind Learning does not own the information and can not use information in any way without prior approval from the learner.

CAN I AdApt tamarind learning content to be used for family meetings and mentoring?

Tamarind Learning is happy to share tips and practices of how to adapt the curriculum and content to complement family meeting learning, one-on-one mentoring, and group learning. Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about the course and program design. Please note that any customization will involve an additional fee for development.

CAN I MAKE RECOMMEDATIONS AND REPORT ANY ISSUES?

Yes! Recommendations and issues can be sent using the Support Ticket feature accessible on the Dashboard. Otherwise, please contact us at (561) 427-1330 or support@tamarindpartners.com to speak with a Tamarind Learning specialist.

Do COURSES AS CONTINUING EDUCATION CREDIT?

At this time, no. However, we are in the process of working to establish Tamarind Learning as a provider for CE credits.

CAN I DEMO A COURSE OR PROGRAM BEFORE BUYING?

Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about a demo to see if the option is available.

DO YOU OFFER DISCOUNTS?

Yes, we do offer discounted rates to groups or families of five or more. If you're interested in taking a program as a group, please contact a Tamarind Learning specialist at (561) 427-1330 to discuss your interests and the requirements.

WHAT IS YOUR REFUND POLICY?

All courses are non-refundable – we encourage you to review the course information, our website, and our FAQ’s to determine if a program or course is right for you before you make your purchase.