Family meetings are one of the most important tools for preparing the next generation for wealth stewardship. Yet many families struggle with engagement, retention, and meaningful participation.


In this webinar, Torri Hawley (Tamarind Learning) and Kirby Rosplock (Tamarind Partners) discuss why traditional family meeting education often falls flat and how families can redesign meetings to create real learning, alignment, and continuity.


Drawing on research, real family examples, and adult learning principles, this session shares a practical framework for turning family meetings into more engaging and productive learning experiences.

⚠️ Important note: This webinar does not provide legal advice and does not replace working with qualified legal or financial professionals. 

• Why lecture-style family meeting education often fails
• The biggest barriers to engagement for rising generation family members
• How adult learning principles apply to family governance and wealth education
• The “before–during–after” model for designing effective family meeting learning
• How to create psychological safety so family members feel comfortable asking questions
• Practical ways to make complex topics like trusts, financial literacy, and governance more engaging

The discussion also includes examples of activities and learning structures families can use to move from passive presentations to meaningful conversations.


Who this webinar is for

• Family office professionals
• Wealth advisors and private bankers
• Multi-generational families
• Trustees and family council members
• Rising generation beneficiaries


Resources mentioned in the webinar

Family Learning Interest Assessment - https://tamarindlearning.com/interest