Podcasts

Welcome to the Tamarind Learning Podcast where host, Dr. Kirby Rosplock, speaks with experts on many topics relevant to the ultra-high-net-worth families and family office's. Kirby is author of several books including The Complete Family Office Handbook, 2nd ed.  and The Complete Direct Investing Handbook. She also shares her expertise as a consultant, advisor and educator to those in the wealth management space. Kirby is the founder of Tamarind Learning®, an online wealth education platform that develops practical, foundational learning programs for beneficiaries and their advisors to help them prepare for the responsible stewardship of wealth.

Nov 14, 2022 in Trusts and Estate

In 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.

Nov 07, 2022 in Investing

Podcast 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.

Aug 27, 2022 in Wealth Management

Tamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.

Aug 26, 2022 in Wealth Management

Tamarind Learning podcast guest, Malcolm Burrows, speaks with Canada’s Chief Learning Officer, Cindy Radu on intentional giving, engaging the next generation, and developing a philanthropic strategy.

Aug 24, 2022 in Wealth Management

Tamarind Learning podcast guest, Gerry Meyer, speaks with Canadian Chief Learning Officer Cindy Radu.

Aug 08, 2022 in Wealth Management

Tamarind 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.

Jun 29, 2022 in Family Office

Tamarind 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.

Jun 28, 2022 in Wealth Management

Tamarind Learning podcast guest, Cindy Radu, is a leading advisor for families on trusts in Canada and shares insights with host, Kirby Rosplock.

May 16, 2022 in Wealth Management

Tamarind 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.

Jan 07, 2022 in Wealth Management

Tamarind Learning Podcast Guests Amy Hart Clyne and Dennis Jaffe, authors of the new book, Finding her Voice & Creating Legacy.

Nov 30, 2021 in Wealth Management

Tamarind 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.

Nov 15, 2021 in Wealth Management

Tamarind 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.

Oct 05, 2021 in Family Office

Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the build blocks of consolidated reporting.

Aug 26, 2021 in Ethical Wills

Tamarind Learning Podcast Guest Iris Wagner reveals powerful stories about creating ethical wills and how it may transform families and relationship.

Jun 24, 2021 in Investing & Family Foundations

Tamarind Learning Podcast Guest Chelsea Toler is a NxG impact investor, philanthropist, and executive of NOVA Impact & President of the Keep Families Giving Foundation.

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.

Apr 15, 2021 in Investing

Tamarind Learning Podcast Guest Ron Cordes shares his family's journey to invest 100% impact within his family office and family foundation.

Apr 13, 2021 in Family Wealth Enterprise

Tamarind 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.

Apr 13, 2021 in Family Wealth

Tamarind 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.

Feb 19, 2021 in Family Wealth

Tamarind 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.

Feb 19, 2021 in Family Wealth

Tamarind 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.

Feb 12, 2021 in Family Wealth Management

Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.

Feb 12, 2021 in Family Wealth Management

Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.

Feb 05, 2021 in Wealth Management

Tamarind Learning Podcast Guest Charlotte Beyer is Author of Unwrapped and Founder of Principle Quest Foundation.

Jan 28, 2021 in Wealth Management

Tamarind Learning Podcast Guest Susan Schoenfeld is CEO and Founder of Wealth Legacy Advisors LLC.

Jan 11, 2021 in Investing

Tamarind Learning Podcast Guest Jenna Arnold is Chief Impact Officer at ReThink Capital Partners.

Jan 07, 2021 in Wealth Management

Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.

Dec 18, 2020 in Investing

Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.

Dec 16, 2020 in Investing

Tamarind Learning Podcast Guest Ronen Schwartzman is Chief Investment Officer at The Cooper Family Office.

Dec 10, 2020 in Family Office

Guest Joseph W. Reilly, Jr. is Director of The Inheritance Project.

Nov 13, 2020 in Family Office

Guest David Guin, Partner and U.S. Commercial Practice Group Leader at Withers Worldwide.

Nov 10, 2020 in Family Office

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

Nov 09, 2020 in Family Office

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

Nov 06, 2020 in Family Office

Guest Kathryn McCarthy, Independent Advisor to Families and s.

Nov 05, 2020 in Family Office

Guest Dr. Dennis Jaffe, author of Borrowed From Your Grandchildren.