On Demand Webinars
Inside High Performing Family Offices: Lessons from Family Members
Hosted by Joe Reilly, this webinar gathers three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock, PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World Investments), and James E. “Jay” Hughes Jr. (James E. Hughes Foundation) discuss clear purpose and governance, the right balance of family and independent talent, defining the true “client,” setting operating cadence and boundaries, preparing rising generations for stewardship, and building learning systems that enhance family well-being.
Family Office Cyber Security in the Wake of the SSN Breach: Immediate Actions and Future Readiness
In light of recent significant data breaches targeting data brokers, healthcare systems, and financial institutions, this webinar will address the critical importance of protecting Personally Identifiable Information (PII) within Family Offices. We'll explore why Social Security Numbers (SSNs) are especially vulnerable as PII and what the recent hacks mean for wealthy families. Attendees will gain actionable steps to bolster their defenses in the short and long term. The session will also explore risk management strategies for family office fiduciaries, and the challenges posed by insufficient premiums to cover losses from successive cyber events.
Navigating Family Dynamics Post-Election: How to Have a Harmonious Holiday Season
Join Emily Bouchard, Kirby Rosplock, and Ian McDermott as they discuss strategies for managing family dynamics during emotionally charged holidays. This insightful conversation explores how to set intentions, manage emotional reactions, and create a sacred space for connection, even amid differing political views or unresolved tensions. From fostering gratitude to handling instigators with curiosity and grace, they share actionable tips and real-life examples to help families navigate the complexities of grief, joy, and divergent opinions.
Unveiling the Power of Family Wealth: Exploring the Two Pillar Model
Family governance is about more than just financial decision-making—it involves creating a lasting framework for family unity, values, and leadership across generations. In this exclusive webinar, leading experts Jim Grubman, Ph.D., and Dennis Jaffe, Ph.D., explore the Two Pillar Model, which emphasizes balancing the needs of the family with the financial and enterprise aspects of governance.
Impact of the Corprorate Transparency Act with Withers Worldwide
Join legal professionals Ivan Sacks, Bill Kambas, and David Guin from Withersworldwide for a detailed discussion on the Corporate Transparency Act (CTA) and its implications for businesses, family offices, trust companies, and advisors. They emphasize the broad scope of the CTA, particularly regarding the definition of beneficial owners and substantial control, urging careful analysis of complex ownership structures. The importance of proactive compliance is highlighted, stressing the need for thorough reviews of legal documents and preparedness to navigate potential challenges related to reporting under the CTA.
Advisor Success: How to Ensure Greater Client Engagement, Loyalty, and Growth
Statistics prove that women and younger investors want different characteristics and resources from their financial professionals. Torri Hawley, Director of Client Learning Experience at Tamarind Learning and Julie S. Johnson, XY Communication Founder & Chief Engagement Officer discuss not only the WHY behind these findings but more importantly, the steps advisors can take to become the go to for these investors.
From Ideas to Action Implementing Education with Affluent Families
This advisor-focused webinar introduces advisors to key steps and tips on how to implement an education plan with affluent families. This education plan can be used as a tool to engage with the NextGen family members and develop responsible stewards of wealth.
In this session, we share how advisors can guide family members in establishing an education action plan that connects with their values and family goals while supporting key knowledge areas essential for NextGen beneficiaries.
Tips and Tools to Galvanize Learning with NextGen Clients
This advisor-focused webinar introduces tips and tools to galvanize learning with NextGen clients.
Making use of an advanced e-learning platform together with in-person learning tools, we share resources that advisors can use to empower and connect with their clients.
Introduction to Tamarind Learning - For Advisors Working with Global Families
This advisor-focused webinar introduces Tamarind Learning’s unique capabilities as the first e-learning solution for your high-net-worth clients and their families.
Bridging Governance and Education
White Papers
Jumpstarting Wealth Education in Your Family
Have an intro to Tamarind Learning by the hand of our own Founder and Chief Learning Officer, Dr. Kirby Rosplock. You will have a quick overview of the following topics:
- Introduction and backstory to Tamarind Learning
- Inherent Challenges
- 6 Tips for Jump-Starting Family Wealth Education
- Tamarind Learning's Solution
- Q&A and Demo
