Shows
Tamarind Learning PodcastsRaising Grounded Kids in a World of Wealth: A Conversation with Jeff SavlovIn this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock interviews Jeff Savlov, about raising responsible, grounded children in families with significant wealth. Drawing on his background in business, psychology, and family therapy, Jeff offers powerful insights into the emotional complexities of wealth and legacy. He explores how intentional parenting, storytelling, and open communication can foster resilience, responsibility, and strong values in the next generation.2025-06-0100 minTamarind Learning PodcastsShe’s GOD (General Operations Director), He Says 'Yes Dear': Making Family Office WorkEti and Chaz Lazarian, co-founders of Insignia LLC, join Dr. Kirby Rosplock to share how they built a thriving commercial real estate business and formalized their family officeall while raising three daughters. From defining roles at home and work to instilling financial literacy in the next generation, this episode highlights the realities of being co-preneurs, parents, and legacy-builders under one roof.2025-05-1200 minTamarind Learning PodcastsWhose Trust Is It Anyway? The Intersection of Family Wealth, Estate Planning and Improv with Mark ShillerEstate attorney and improv comedian Mark Shiller joins Dr. Kirby Rosplock to explore how principles of improvlike listening, group dynamics, and can transform family wealth planning. They discuss generational transitions, the importance of purpose in wealth, and Schillers book How to Not Ruin Your Kids with Money. A refreshing take on what families really need to thrive across generations.2025-05-0100 min
Tamarind Learning PodcastsEmpowering Family Businesses: Insights about Policy and Tax with Pat SoldanoJoin Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.2025-03-0529 min
Purpose of WealthEpisode 13 Freedom or Control? Family Office Model EvolutionsWhen you think about family wealth down the generations, how do you know when it’s time to call time on the structures that have underpinned the family business, who controls the money, and who makes the decisions? And when it comes to the crunch… what matters most - freedom, or control? In this episode, host Narelle Hooper speaks with Peter Michell, a director of Michell Wool, and a non-executive director of Mutual Trust, and Kirby Rosplock, founder of Family Office consultancy Tamarind Partners, and author of The Complete Family Office Handbook. Both Kirby and Peter...2025-02-2356 min
Family Office Technology HubFamily Office Tech Stack: Gemma Leddy Interviews Tamarind Learning and Foundation SourceLink to the full episode:Listen HereDetailed show summary available on the Episode PageInterview Date: January 23, 2025Moderator: Gemma Leddy – Partner, PKF O’Connor Davies Family OfficeGuests:Kirby Rosplock – Founder & CEO, Tamarind LearningLou Daddario – Chief Revenue Officer, Foundation SourceAbout the ModeratorGemma Leddy is Partner in Charge at PKF O'Connor Davies Family Office. Gemma leads the award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With her experience as a CFO and CPA partner, she has supported family offices, investment firms, nonprofits...2025-02-0933 minTamarind Learning PodcastsHigh Altitudes and High Achievements: The flyExclusive Story with Jim SegraveJoin Dr. Kirby Rosplock on the Tamarind Learning Podcast as she dives into the fascinating world of private aviation with Jim Segrave, President and CEO of Fly Exclusive. From starting and selling his first private aviation company to Delta Airlines to steering Fly Exclusive through the pandemic's challenges and into public trading, Jim's journey is not just about flying high but also about leadership, strategic decision-making, and the relentless pursuit of excellence.2025-02-0100 minTamarind Learning PodcastsGuarding Against the Invisible: How to Secure Family Offices in a Digital Age with Dale BucknerIn this episode of the Tamarind Learning podcast, host Dr. Kirby Rosplock welcomes Dale Buckner, CEO of Global Guardian and former Green Beret, to discuss the evolving threats to family offices in today's interconnected world. Dale shares his expert insights on the increased risks of physical and cyber threats, and the importance of proactive security measures.2025-02-0100 min
Curiosophy: A Future Forward Cast.Wealth & Legacy: Inside the Family OfficeDiscover the intricate world of family offices in Wealth & Legacy: Inside the Family Office. Drawing insights from Kirby Rosplock’s The Complete Family Office Handbook, this podcast explores the creation and management of bespoke family offices for high-net-worth individuals and families. From legal structuring and investment management to wealth preservation and multigenerational planning, we dive into the strategies that safeguard wealth while fostering communication and trust. Whether you’re interested in the financial mechanics or the family dynamics, this podcast offers practical advice and best practices for managing complex family wealth and creating enduring legacies.2025-01-1839 minTamarind Learning PodcastsBreaking Money Silence: A Conversation with Kathleen KingsburyJoin Dr. Kirby Rosplock and Kathleen Kingsbury, a renowned money mindset coach and author. Kathleen discusses her book, Breaking Money Silence, exploring the pervasive issue of money silencethe societal and familial taboo surrounding financial discussions. Kathleen sheds light on how breaking these taboos can foster healthier relationships and financial literacy, transforming the way we think, feel, and talk about money.2025-01-0100 minTamarind Learning PodcastsBreaking the Cycle: Advisors, Codependency, and Addiction in Family Systems with Jane MintzIn this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock sits down with Jane Mintz, CEO and Chief Clinical Strategist of Real-Life Intervention Solutions. They discuss the challenges advisors face when working with clients struggling with addiction and the risk of falling into professional codependency. Jane shares insights on identifying red flags, maintaining professional boundaries, and using strategic intervention to support clients and family systems effectively.2024-12-0100 minTamarind Learning PodcastsNavigating Family Dynamics with Love and Logic: Polarity Thinking with Cathy CarrollKirby Rosplock speaks with Cathy Carroll about her new book, Hug of War: How to Lead a Family Business with Both Love and Logic. Cathy shares her insights on balancing family and business mindsets, employing polarity thinking, and managing power dynamics in family enterprises. From revealing vs. concealing wealth to navigating complex relationships, Cathy provides practical strategies for families looking to harmonize personal connections with business goals.2024-11-0100 min
Inspired MoneyBuilding Generational Wealth: Strategies for Long-Term Financial SuccessIn this episode of the Inspired Money live-stream podcast, we discuss the concept of generational wealth and how to achieve long-term financial success. Our expert panel features renowned professionals James E. Hughes Jr., Kirby Rosplock, PhD, Andrew Howell, and Rabbi Daniel Lapin. Each expert brings a wealth of knowledge to the table, providing clear strategies for building and preserving family wealth across generations. Understanding Generational Wealth Generational wealth refers to assets passed down from one generation to the next. It often includes real estate, investments, businesses, or other valuable assets. Establishing generational wealth can secure your family's...2024-10-161h 37Tamarind Learning PodcastsCapturing Family Histories: A Conversation with Jamie Yuenger of StoryKeepIn this episode, Dr. Kirby Rosplock sits down with Jamie Yuenger, founder of StoryKeep, to discuss the profound impact of capturing and preserving family narratives. Jamie shares her unique approach to storytelling and the vital role resilience plays in the stories we pass down through generations. Learn how documenting your familys history can create a lasting legacy and foster deeper connections.2024-10-0700 min
Family Business AudiocastEpisode 29: Kirby Rosplock on Financial Literacy and Wealth Succession PlanningR. Adam Smith welcomes Dr. Kirby Rosplock, founder of Tamarind Partners and Tamarind Learning, to discuss the educational gaps facing family enterprises. With over 20 years of experience, Kirby shares insights on how her educational platform addresses crucial knowledge deficits in trust beneficiaries and next-generation family members. The conversation explores how family financial planning education impacts wealth transfer success, with Kirby noting that 90% of wealth transfer failures stem from inadequate communication and education—not technical planning. She offers practical guidance on navigating liquidity events, choosing between single and multi-family office structures, and building lasting family legacy through intentional learning.2024-09-0637 minTamarind Learning PodcastsThe 10 x 10 Learning Roadmap: Education for Every Age and Stage with Joan DiFuria and Stephen GoldbartIn this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action2024-09-0200 minTamarind Learning PodcastsClosing the Diversity Gap in Investing: Insights from 37 Angels' Angela LeeJoin Dr. Kirby Rosplock and Angela Lee, founder of 37 Angels and Columbia University professor, about the essentials of angel investing. Angela shares her journey from entrepreneur to angel investor, the significant diversity gap in funding, and how 37 Angels is empowering underrepresented investors to make impactful decisions. Tune in to learn practical tips for getting started in angel investing and the key traits successful angels possess.2024-08-2100 min
Tamarind Learning PodcastsConsolidated Reporting 101Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the build blocks of consolidated reporting.2024-07-1525 minTamarind Learning PodcastsCouples and Integrating Assets into a MarriageJoin Dr. Kirby Rosplock and licensed social worker Ruschelle Khanna as they explore the intricacies of integrating assets into marriage, uncovering how wealth affects relationships, power dynamics, and communication. Ruschelle emphasizes the importance of negotiation, defining values, and confronting past traumas to cultivate healthier financial dialogues and family relationships, offering guidance to couples in navigating inherited wealth toward stronger, more cohesive partnerships.2024-07-1300 min
Wealth of WisdomDeveloping a Family Wealth Education Plan In this episode, we delve into Dr. Kirby Rosplock's insights on developing a family wealth education plan, highlighting the journey from financial parenting to engaging adult family members with innovative learning strategies. Discover the transformative approach to preparing generations for wealth stewardship, ensuring the sustainability and growth of family legacies through tailored educational frameworks. 2024-05-3139 min
UBS On-Air: ConversationsIn FOcus: Family governance and educating the next generationMark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.2024-05-2033 min
Empower Women Pod - The EncoreEWS- Pearls and Perils of Talking to Family About WealthWe were delighted to host Kirby Rosplock at our April 2024 Empower Women Event. With over 20 years of experience working with affluent families and individuals, Kirby shared invaluable insights into navigating discussions about wealth. Drawing from her own upbringing in a wealthy, enterprising family, as well as anecdotes from her clients, Kirby provided invaluable wisdom and practical strategies for fostering thoughtful, intentional, and impactful communication with heirs. Her wealth of experience illuminated common pitfalls and offered inspiring ideas to guide families toward meaningful dialogue about their financial legacies.
Kirby Rosplock Ph.D. is an esteemed author, s...2024-04-2553 min
The Mike Fallat Podcast#165 - Kirby Rosplock (The Complete Family Office Handbook)Mike interviews Kirby Rosplock.In this episode, we're thrilled to explore the invaluable insights of "The Complete Family Office Handbook" by the esteemed author Kirby Rosplock. Join us as we unravel the complexities of family office management and delve into practical strategies for affluent families and their advisors."The Complete Family Office Handbook" isn't just a book; it's a comprehensive roadmap for affluent families seeking to navigate the intricate world of wealth management and legacy planning. With Rosplock's expertise as a guide, listeners are in for an enlightening journey through the multifaceted realm of family...2024-03-1341 min
Tamarind Learning PodcastsThe Unique Struggles of Prominent FamiliesJoin Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.2024-01-1224 minTamarind Learning PodcastsHuman Side of Estate Planning: Considering Human Capital in your PlanJoin Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.2023-12-0634 minTamarind Learning PodcastsGreatness is a ChoiceTune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, Greatness is a Choice. Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius Dr. J Erving, Ethan has received endorsement and praise for his new book from global celebrities.2023-12-0538 minTamarind Learning PodcastsNeuroscience and Implications for the Family OfficeDr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the worlds leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights to neurotech that impact how we trust, build rapport, and manage change.2023-11-2745 min
Keeping the Well in Well-thyNavigating Family Conversations With Dr. Kirby RosplockDo you and your family ever have meetings of any kind? Whether it be placing votes on a big decision or planning out a family vacation… conversations within the family can sometimes take a turn and become more complicated than first thought out. In this episode, Barbara Archer is joined by Dr. Kirby Rosplock, a recognized teacher, author, advisor and speaker in the family wealth industry. She is a Dean of Family Office at the Purposeful Planning Institute, a fellow and faculty of the Family Firm Institute, and a co-trustee of the Harbach Family Foundation and is her...2023-11-2246 minTamarind Learning PodcastsFinancial Influence and Impact Investing with the Next GenerationDr. Kirby Rosplock and Christine Mendonca discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.2023-11-2128 min
Crafting Solutions to ConflictKirby Rosplock on navigating conflict in the family office spaceKirby Rosplock has honed her expertise in the area of family offices over a number of years. She has written – and continues to write – about insights she has gleaned and has created a learning platform to accompany her consulting practice. We talk about how to navigate conflict in the family office space and her Four Circle Governance Model.You can find her on LinkedIn here: Kirby Rosplock, PhD | LinkedIn. Information about her consulting firm is here: www.TamarindPartners.comHer educational program is here: www.TamarindLearning.com. The Canadian component is here:www.Tamar...2023-11-0226 minTamarind Learning PodcastsFamily Firms and Sustainable DevelopmentJoin Dr. Kirby Rosplock and Dr. Pramodita (Dita) Sharma as they delve into the realm of family firms and their path toward sustainable development. Sharma discusses her experience working with family businesses at different stages of their journey, particularly focusing on sustainability. Sharma emphasizes that transitioning to sustainability is more like a "family marathon" than a mere passing of the baton, requiring multi-generational effort and strategic planning.2023-10-2436 min
verronazylyraE^#DOWNLOAD@PDF^# The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (Download Ebook)**Download The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them Full Edition,Full Version,Full Book**by Kirby RosplockReading Now at : https://happyreadingebook.club/?book=1119694000ORDOWNLOAD EBOOK NOW![PDF] Download ^#DOWNLOAD@PDF^# The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (Download Ebook) Ebook | READ ONLINE Download ^#DOWNLOAD@PDF^# The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (Download Ebook) read ebook online...2023-10-0100 minTamarind Learning PodcastsNavigating Real Estate Market CyclesDr. Kirby Rosplock is joined by Dr. Glenn Mueller, a real estate professor from the University of Denver. Glenn delves into the intricate relationship between real estate market cycles and economic variables. He addresses current challenges in the real estate sector and provides valuable resources for accessing his research. Additionally, he explores his real estate market model, which he uses to assess and monitor the ongoing shifts within real estate markets.2023-09-2230 minTamarind Learning PodcastsTalent: Do You Have What it TakesDr. Kirby Rosplock and Mark Somers emphasize the critical importance of securing the right talent for a family office's success. Mark delves into the process of how to enhance the talent pool and secure the top talent. Additionally, the conversation offers insights for individuals contemplating a career in this unique environment, giving them a better understanding of what to expect and how to thrive in the unique and multifaceted family office environment.2023-08-2426 min
aimarsarvenRead pdf The Complete Family Office Handbook A Guide for Affluent Families and the Advisors Who Serve Them {epub download}[PDF] Download The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them Full Edition,Full Version,Full Book by Kirby RosplockReading Now at : https://happyreadingebook.club/?book=1119694000ORDOWNLOAD EBOOK NOW!Read PDF ?Read pdf? The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them {epub download} Ebook Online PDF Download and Download PDF ?Read pdf? The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them {epub...2023-08-0500 minTamarind Learning PodcastsCrafting Legacies: Unveiling Personal NarrativesJoin host Dr. Kirby Rosplock in the enlightening podcast on personal legacies with special guest Dr. Katie Spencer of Northbound Consulting. Delve into a thought-provoking discussion about the power of legacy, family dynamics, and the transformative impact of documenting personal stories. Dr. Spencer's insights on legacy letters, multi-generational tensions, and the profound effects of self-defined legacies offer a fresh perspective on creating lasting impacts across generations.2023-07-1224 min
The Family Biz ShowEp 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Don’t miss this unique episode & share with others who might enjoy! --- 2023-06-161h 05The Family Biz ShowEp 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Don’t miss this unique episode & share with others who might enjoy! --- 2023-06-161h 05Tamarind Learning PodcastsGet it Together: What You Need to Know to Organize Your EstateJoin host, Cindy Radu, and Trust and Estate Planner, Nicole Garton, as they discuss the fundamental information that families should have together to make organizing their estate easier and why it's so important to have an estate organizer on hand. From digital assets to plans for your beloved pets, Nicole's book Before It's Too Late: the Estate Organizer for Canadians has tools to plan your estate.2023-06-1237 minTamarind Learning PodcastsClearing Internal and External ClutterGuest, Kristin Keffeler, introduces her book, Myth of the Silver Spoon, and talks about the internal and external clutter that can become roadblocks for next and rising-gen members.2023-04-1328 minTamarind Learning PodcastsTransformative Conflict ResolutionJoin Dr. Kirby Rosplock and Jane Beddall as they discuss the power of transformative conflict resolution for multigenerational family enterprises. Transformative conflict resolution seeks to transform the underlying relationship between parties in conflict. Through open communication and mutual understanding, transformative conflict resolution can lead to stronger relationships and increased empathy. This approach focuses on creating a foundation for future constructive interactions.2023-03-3132 minTamarind Learning PodcastsLeading the Family Office with Human CapitalDr. Kirby Rosplock and Scott Peppet dive into the often "demoted" topic of addressing family issues in the family office. Scott elucidates how the family office can be instrumental in managing family capital - asking the question, "if you couldn't talk about financial capital, what would you spend a year addressing?" Scott introduces his approach to the five capitals model and review a tool developed to help families understand how they can tackle family issues from a macro level.2023-03-2233 min
milomcalllo[PDF] Read The Complete Family Office Handbook A Guide for Affluent Families and the Advisors Who Serve Them EBOOKKINDLEEPUBDOCXDownload The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them Full Edition,Full Version,Full Book by Kirby RosplockReading Now at : https://happyreadingebook.club/?book=1119694000ORDOWNLOAD EBOOK NOW![PDF] Download [PDF] Read The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them EBOOK/KINDLE/EPUB/DOCX Ebook | READ ONLINE Download [PDF] Read The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them EBOOK/KINDLE/EPUB...2023-03-1700 min
The Artisan PodcastDeveloping the Next Generation – Preserving Family Wealth Through EducationExplore the topic of “Developing the Next Generation” – Featuring internationally renowned speaker, author, and consultant Kirby Rosplock as she shares her unique perspective with Arthur Salzer, Northland’s CEO. Major issues to be discussed on this webcast include: The complexities of family enterprise Generational wealth preservation Cultivating and developing human capitol Forming Tamarind Learning, a unique resource for families Kirby Rosplock, PhD is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also Chief Learning Officer and...2023-03-0141 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsMentoring the Rising GenJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2824 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.2023-02-2800 minTamarind Learning PodcastsEducation, Experience, and Failure: Preparing the Next Gen to LeadJoin Kirby Rosplock and guest, Josh Gentine Founder and CEO of Bench Consulting and family board member of Sargento Foods for this enlightening podcast on preparing the next generation to lead through succession events. Josh shares his story from Notre Dame football player to the catholic seminary to earning his MBA and finding his place in his multi-generational family enterprise before ultimately starting his own consulting firm. This podcast highlights the role of a Family Participation Plan.2023-02-2430 minTamarind Learning PodcastsPrenups, Postnups, and Divorce: Navigating the UHNW MarriageOlivia Summerhill is a Certified Divorce Specialist and Divorce Financial Analyst who works with affluent women (and men) to navigate divorce. In this special episode, Kirby Rosplock and Olivia talk about pre and post-nuptial agreements and going through divorce with your values intact.2023-02-1426 minTamarind Learning PodcastsManaging Succession in CrisisPodcast host Kirby Rosplock is joined by Octavian Pilati who shares his story of suddenly taking over the reins of his family's multi-generational enterprise. Amidst the succession, Octavian learned that the family's investments were at risk and rose to manage not just the family enterprise but a threat that could threaten his family's legacy. Listen here to learn more about Octavian's succession journey and growth as a next generation inheritor.2023-02-1321 minTamarind Learning PodcastsFiduciary Risk ManagementTamarind Learning podcast guest, Judy Pearson a seasoned insurance and risk management expert, joins Kirby Rosplock for a conversation about the roles and responsibilities of a trustee and how this fiduciary role opens up the risk of personal liability.2023-01-3023 min
Purposeful Planning PodcastHow Powerful Are Your Questions?The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was a trigger to instead consider the power of the questions you ask and how they might help you achieve your goals? This podcast explores the power of framing questions, the implications of problem-framed versus outcome-framed questions, and ways to apply this to your own professional growth or that of your client. The podcast reflects on the power of intentional dialogue when it comes to creating a shift or a change in responding to these types...2023-01-1819 minTamarind Learning PodcastsGenerous families: Using Governance to Guide Family PhilanthropyIn this episode, Dr. Sharilyn Hale shares how families can use governance and a shared mission and purpose to create impactful philanthropic efforts that engage the whole family. The podcast explores four steps for finding a philanthropic approach that meets a family's unique purpose and goals.2023-01-0226 minTamarind Learning PodcastsExploring Values Based Leadership - Part 1Join Dr. Kirby Rosplock and guest Betsey Fortlouis from Innerwill Leadership Institute for an enlightening podcast on the importance of values-based leadership in the family system.2022-12-0128 minTamarind Learning PodcastsTrusts and Trustees 101In this informational podcast, Canadian Chief Learning Officer, Cindy Radu, is joined by Professor Albert H. Oosterhoff who outlines the basics of a trust and the role of a trustee.2022-11-1435 minTamarind Learning PodcastsDemystifying Impact InvestingPodcast guest and impact investing expert Grant Conroy sits down with Tamarind Learning's CLO, Cindy Radu to define and demystify the growing topic of impact investing. Grant and Cindy cover risk and return, impacting investing acronyms, reporting rules, and getting started with the help of examples.2022-11-0721 minTamarind Learning PodcastsThe Quest for Legitimacy: A Talk with the AuthorTamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.2022-08-2734 minTamarind Learning PodcastsThe Joy of Giving: Evolving from Charitable Giving to Family PhilanthropyTamarind Learning podcast guest, Malcolm Burrows, speaks with Canadas Chief Learning Officer, Cindy Radu on intentional giving, engaging the next generation, and developing a philanthropic strategy.2022-08-2622 minTamarind Learning PodcastsEducating the Rising Generation – One Size Does Not Fit AllIn this episode of the Tamarind Learning Podcast, host Cindy Radu and expert Gerry Meyer discuss the complexities of rising generation education in family enterprises. They explore key trends like lifelong learning, gender diversity, and mentorship, offering actionable insights for both active and rising generations. Tune in for a deep dive into tailored educational paths and family governance.2022-08-2424 minTamarind Learning PodcastsFrom One Beneficiary to Another: Keys to Preparing Family Members for OwnershipTamarind Learning podcast guest, speaker and family enterprise consultant Bryn Mars Monahan, sits down with Dr. Kirby Rosplock on the importance of educating the next generation and the value of using a systemic approach to teach children of all ages.2022-08-0830 minTamarind Learning PodcastsStarting Fast and Moving Slow, Overcoming Resistance in Family Systems ConversationsTamarind Learning podcast guest, Steve Leger, author, family legacy coach, a facilitator sits down with Chief Learning Officer Cindy Radu to discuss family systems and the importance of starting conversations around wealth transitions sooner, rather than later.2022-06-2922 minTamarind Learning PodcastsTrust Governance: Empowering FamiliesTamarind Learning podcast guest, Cindy Radu, is a leading advisor for families on trusts in Canada and shares insights with host, Kirby Rosplock.2022-06-2816 minTamarind Learning PodcastsInheritance and Wealth From a Deeper PerspectiveTamarind Learning podcast guest, Matina Agio, is the Inheritance Muse and provides inheritance counseling from Athens, Greece, and works globally. She inspires a deeper perspective on inheritance - beyond the legal and financial.2022-05-1625 minTamarind Learning PodcastsFinding Her Voice and Creating a LegacyTamarind Learning Podcast Guests Amy Hart Clyne and Dennis Jaffe, authors of the new book, Finding her Voice and Creating Legacy.2022-01-0730 minTamarind Learning PodcastsPrivate Trust Companies: Creating the Ideal TrusteeTamarind Learning Podcast Guest Miles Padgett shares wisdom on how a private trust company is set up and organized and why it may be an ideal fiduciary structure for families with complex ownership and planning considerations.2021-11-3029 minTamarind Learning PodcastsThinking Outside the Box: Insurance Solutions for FamiliesTamarind Learning Podcast Guests Fernando Pou and Rino Schena share insights on how insurance solutions may hedge a portfolio, support business succession, and aid in estate tax planning.2021-11-1516 minTamarind Learning PodcastsConsolidated Reporting 101Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the build blocks of consolidated reporting.2021-10-0525 minTamarind Learning PodcastsFamily Lore, Wisdom, and Values: Transformation with Ethical WillsTamarind Learning Podcast Guest Iris Wagner reveals powerful stories about creating ethical wills and how it may transform families and relationship.2021-08-2623 minTamarind Learning PodcastsCollaboration, Communication, and Onramps for NxG Family MembersTamarind Learning Podcast Guest Chelsea Toler is a NxG impact investor, philanthropist, and executive of NOVA Impact President of the Keep Families Giving Foundation.2021-06-2420 minTamarind Learning PodcastsFamily Office Culture and IdentityJill Barber is President of CYMI Holdings, which provides wealth advisory services to each member of the Mathile Family. Jill joined CYMI in 1999 just prior to the sale of the Iams Company to Procter and Gamble.2021-05-1930 minTamarind Learning PodcastsMoving to 100% Impact: The Cordes Family StoryTamarind Learning Podcast Guest Ron Cordes shares his family's journey to invest 100% impact within his family office and family foundation.2021-04-1525 minTamarind Learning PodcastsStarting a Family BankTamarind Learning Podcast Guest Warner Babcock is an expert advisor, educator, and author on family banks and shares his wisdom on what it takes to set one up.2021-04-1321 minTamarind Learning PodcastsBuilding Continuity Across GenerationsTamarind Learning Podcast Guest Preston Root is chairman emeritus of Root Glass, which designed the original Coca-Cola bottle. Preston discusses building continuity across generations with his family office.2021-04-1321 minTamarind Learning PodcastsThe Beneficiary PrimerTamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.2021-02-1912 minTamarind Learning PodcastsThe Trustee PrimerTamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.2021-02-1918 minTamarind Learning PodcastsAutonomy, Accountability, and the Responsibilities Around a TrustTamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.2021-02-1213 minTamarind Learning PodcastsMeaning and Wealth and its connection to the BeneficiaryTamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.2021-02-1213 minTamarind Learning PodcastsWealth Management Unwrapped: The CEOs GuideTamarind Learning Podcast Guest Charlotte Beyer is Author of Unwrapped and Founder of Principle Quest Foundation.2021-02-0517 minTamarind Learning PodcastsTips for Raising Children of WealthTamarind Learning Podcast Guest Susan Schoenfeld is CEO and Founder of Wealth Legacy Advisors LLC.2021-01-2817 minTamarind Learning PodcastsImpact InvestingTune in to hear about the essence of impact investing, Jenna's role as a disruptor and change agent, and her dedication to elevating humanity. Explore the intricacies of investing with purpose, dismantling inequitable systems, and the blurred lines between doing well and doing good. Learn why the belief that impact comes at the cost of returns is a misconception and dive into the challenges and opportunities in the evolving landscape of impact investing.2021-01-1127 minTamarind Learning PodcastsCapital SufficiencyTamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.2021-01-0721 minTamarind Learning PodcastsPrivate Equity Perils and PearlsTamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.2020-12-1818 minTamarind Learning PodcastsNavigating Asset Allocation in a Low-Yield LandscapeDr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.2020-12-1618 minTamarind Learning PodcastsThe Inheritance ProjectGuest Joseph W. Reilly, Jr. is Director of The Inheritance Project.2020-12-1014 minTamarind Learning PodcastsFamily Office Compliance Policies and Record KeepingGuest David Guin, Partner and U.S. Commercial Practice Group Leader at Withers Worldwide.2020-11-1315 minTamarind Learning PodcastsWho Should Own and Operate a Family Office and Ideal StructuresGuests Ivan Sacks and William Kambas, Partners at Withers Worldwide.2020-11-1015 minTamarind Learning PodcastsFamily Office Set-up, Structure, and ComplianceGuests Ivan Sacks, William Kambas and David Guin at Withers Worldwide Partners.2020-11-0919 minTamarind Learning PodcastsState of Family Offices and the Greatest Hurdles Facing ThemGuest Kathryn McCarthy, Independent Advisor to Families and s.2020-11-0618 minTamarind Learning PodcastsModern StewardshipGuest Dr. Dennis Jaffe, author of Borrowed From Your Grandchildren.2020-11-0517 min
Let's Talk Family EnterpriseBeyond the Family Business: The Family OfficeIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. Description Steve Legler sits down with industry thought leader, consultant and lauded author, Kirby Rosplock to explore the “what” and “why” of Family Offices, as well as the trends in the Family Office space that FEAs can benefit from paying attention to. Guest bio Kirby Rosplock, Ph.D., is a recognized consultant, researcher, innovator, advisor, author, facilitator and speaker in the family...2020-08-1135 minWealth of WisdomKirby Rosplock - Should You Choose a Single-Family Office or a Multi-Family Office?Some families have determined that they could benefit from the integrated objective approach offered by a family office, which then leads to another set of questions such as “Should you choose a single‐ family office or a multi‐ family office?” In this interview with Tom McCullough, family office expert Kirby Rosplock walks us through a thoughtful, reasoned, and personally relevant way to make this decision. She also offers some handy evaluation tools to understand the choices.2019-02-0631 min
From ENTITLED BRAT to CONTRIBUTING LEADER | Business | Wealth | Inheritance Planning | Estate | WillsMe2We, Dr. Kirby Rosplock and the Amazon - The Complete Family Office Handbook - Episode 10Betty Gaertner, Kirby Rosplock and Franco Lombardo discuss their upcoming trip to the Amazon and its impact on the relationships it can have in your family. What legacy do you want to leave your descendants?
Come and join us in The Amazon for a life changing experience. Discover your tribe in the Amazon. Dream what you are capable of, design your future and create your destiny.
Immersive, volunteer trips of this nature are truly unparalleled travel experiences. And since there's no better classroom than the greater world itself, there are no...2014-05-0836 minFrom ENTITLED BRAT to CONTRIBUTING LEADER | Business | Wealth | Inheritance Planning | Estate | WillsDr. Kirby Rosplock - The Complete Family Office Handbook - Episode 9Franco Lombardo and Dr. Kirby Rosplock discuss the challenges of remaining wealthy from generation to generation. They also share how their newest joint project, Family Tribe in the Amazon started.
Dr. Kirby Rosplock is an expert on the family office concept and a recognized researcher, innovator, advisor on the subject. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member...2014-01-3125 min