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.

Jun 18, 2024 in Family Office

Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.

May 01, 2024 in Tax and Wealth Management

Join 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.

Apr 22, 2024 in Wealth Management

Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.

Apr 15, 2024 in Wealth Management

Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space. 

Mar 08, 2024 in Wealth Management

Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.

Feb 09, 2024 in Governance

Dr. Kirby Rosplock is in conversation with Chris Herschend, a third-generation shareholder in a family enterprise, who shares a personalized perspective on the evolution and growth of a family business system. Join this discussion to gain a deeper understanding of the organic and intentional aspects of how things unfold in the family business landscape, emphasizing that governance is an ongoing, never-completed process.

Jan 12, 2024 in Family Wealth

Join 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.

Dec 06, 2023 in Estate Planning

Join 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.

Dec 05, 2023 in Stewardship

Tune 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.