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.

Feb 28, 2023 in Stewardship

Join 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.

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.

Feb 14, 2023 in Wealth Management

Olivia 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.

Feb 13, 2023 in Succession

Podcast 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. 

Jan 30, 2023 in Wealth Management

Tamarind 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.

Jan 02, 2023 in Philanthropy

In 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.

Dec 01, 2022 in Stewardship

Join 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.

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.