Podcasts
Wealth Education Essentials
for Beneficiaries of Wealth
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.
Tamarind Learning Podcast Episodes
Dec 16, 2020 in Investing
Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.
Dec 10, 2020 in Stewardship
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
Join Kirby Rosplock on the Tamarind Learning Podcast as she welcomes the esteemed authors from the second edition of The Complete Family Office Handbook. This episode features top attorneys from Withers Worldwide, who discuss their contributions to the newly updated chapters on family office structure and legal compliance. Ivan Sachs and Bill Kambas explore the latest developments in family office setup and the evolving legal landscape, while David Guin addresses compliance challenges and
Nov 06, 2020 in Family Office
Guest Kathryn McCarthy, Independent Advisor to Families and s.
Nov 05, 2020 in Stewardship
Guest Dr. Dennis Jaffe, author of Borrowed From Your Grandchildren.
