Hello, I'm Tamarind Partners, Inc..
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.
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Based on my research into this company, they provide secure, remote learning that covers complex topics like financial literacy, investing, beneficiary and trustee roles, trusts, estate planning, and more in a format that fits busy lives. Through eLearning, it addresses generational wealth planning and financial topics. However, its target market is high-net-worth families, heirs, and professional advisors which can be limited outside those communities. But overall, they offer a structured solution to wealth management.
Marla Gomez•February 2025 •
