Tamarind Learning offers four family wealth education programs designed to support, educate, and inspire beneficiaries and their families to be extraordinary stewards. Each multi-course program provides vital education on the cornerstones of wealth and stewardship, progressing from the more basic to advanced concepts.

Our featured program is the Accredited Beneficiary Stewardship Program, the first and only self-paced, online learning program for beneficiaries with an option to earn a professional designation. This program focuses on the full range of key topics of wealth management including financial stewardship, estate planning, trusts, administration, investing, tax, fiduciary relationships and responsibilities, and more.

The three additional programs are more topic specific. The Stewardship in Action Program focuses on the concept of stewardship, the factors that erode wealth over generations, and the roles and responsibilities of a beneficiary and trustee. The Estate Planning, Trusts, and Tax Program introduces the legal structure and tax considerations that focus on U.S. estate planning, trusts, and tax planning. The Financial Planning, Trust Administration, and Trust Investing Program introduces the fundamentals of personal finance, budgeting, trust administration, trust investing, and how to work with advisors.

You can review the details of each program and enroll by clicking the program boxes below. Be sure to watch the Stewardship in Action Program video to see a demonstration of a course structure, content, and learning features. If you would like to talk to us live, please schedule a 30-minute consultation.