Tamarind Learning has provided the following free resources to the Forge Community to help you understand, assess, educate, and plan your family's learning needs. Explore the resource descriptions and sign up to receive the forms below. 

Wealth Workbook

This workbook and accompanying video series guides you through exercises to dive into what wealth means to you and your family.

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Knowledge Assessment

This comprehensive assessment outlines key areas our education council has seen as knowledge gaps with NextGens and adult members of wealthy families. Complete the assessment to see which areas you and your family can grow in to be better prepared to tackle the challenges that owning wealth, wealth transitions, and managing complex trust, tax, and estate planning environments can bring. 

Building a comprehensive learning plan for individuals and families

Take the values assessments from the Wealth Workbook and couple with the knowledge gaps from the assessment and use this survey to receive a comprehensive wealth education plan. 

Join host and Tamarind Learning founder, Dr. Kirby Rosplock, for an informative podcast series that dives deeply into targeted wealth-related topics. From exploring values to identifying your family office and culture to guided exercises with industry experts, the Tamarind Learning podcast series features impactful topics and guests to help you accomplish your goals. 

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Feb 24, 2023 in Stewardship

Join 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.

May 19, 2021 in Family Office

Jill 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 & Gamble.

Nov 09, 2020 in Family Office

Guests Ivan Sacks, William Kambas and David Guin at Withers Worldwide Partners.