Vision & Mission
To bridge the education, communication, and awareness gaps that exist among families around family wealth. To support, educate, and inspire beneficiaries and their families to be extraordinary stewards of wealth and possibility.
About
Tamarind Learning Approach
Tamarind Learning’s online learning environment provides vital education on the cornerstones of wealth and stewardship in the form of multi-course programs and a professional designation. Inspired by its clients, Tamarind Learning® identified the changing needs of wealthy families who struggle to educate their heirs, especially in a safe, secure, remote, and self-paced environment. Education options are available to those who desire to earn a designation by completing the Accredited Beneficiary Stewardship Designation (ABS)® or who simply want to audit the ABS Designation. For those who are focused on specific learning needs, Tamarind Learning offers learning programs focused on specific topic areas.
Is Tamarind Learning Right for You?
Developed by and for Today’s and Tomorrow’s Beneficiaries and their Advisors
Current and future adult beneficiaries of wealth in trust
If unsure about how this applies to you, speak with a Tamarind Learning associate. The nature of your asset(s), the scale of wealth, and your knowledge and interest as a beneficiary all play into the best learning program fit
Access to your trustee and trust information is not required
Documents such as your will, trust, financial statements, and estate plan are not required but can enhance your experience through applied learning assignments
Ability to work with your trustee and other advisors is ideal but not required
While not required, your ability to work with your trustee and other advisors may enhance your experience with the applied learning assignments
A strong command of the English language
All learning programs are in English, utilizing mixed media elements such as audio, visual, and experiential
A minimum of a high school reading level is recommended
Learning program content progresses from introductory to advance with some courses building and being more advanced
The Team
Chief Learning Officer
Provides vision, leadership and strategic direction for the company.
Kirby Rosplock , Ph.D.
Ph.D. Founder and CEOBorn into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t)
Instructors
Tamarind Learning’s instructors are unparalleled in the industry and in their areas of expertise. Each has a unique blend of academic and practical acumen in the family office and family wealth fields.
Tamarind Learning Education Council
The Tamarind Learning Education Council is comprised of industry experts, leading authors, advisors, and practitioners who provide expert opinions and guidance on Tamarind Learning’s curriculum including course content, structure, design, and rigor. Council members contribute to our courses and webinars, in certain cases, by providing thought leadership and guidance to applied learning and deliverables.
Dennis T. Jaffe , Ph.D.
Dr. Jaffe, a member of Wise Counsel Research, is a San Francisco-based advisor to families about family business, governance, wealth and philanthropy. He is author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; ...
Russell Fishkind , J.D.
A Partner in the Personal Wealth, Estates and Trusts Practice, Russell Fishkind focuses his practice on high net worth estate planning, business succession planning, family office consulting, estate administration and probate litigation.
Victoria Vysotina , Ph.D.
Dr. Victoria Vysotina is the Chief Investment Officer of a single-family office located in New York. As their CIO, Dr. Vysotina is responsible for all aspects of managing a diverse portfolio of assets including venture capital, private equity, and marketable securities, both funds, and direct investments.
Dianne H.B. Welsh , Ph.D., SPHR, RP®
She is the Hayes Distinguished Professor of Entrepreneurship/Founder of the Entrepreneurship Programs at The University of North Carolina Greensboro. Her research includes women-owned family businesses, family business franchising, and the Psychological Capital (PsyCap) ...
Rita Gatta , CPA
Rita Gatta received a B.S. in Finance from New York University. She is a licensed C.P.A. in New Jersey. Rita worked for Single Family Offices in New York/New Jersey for over 12 years, in public accounting for over 11 years, and money management/wealth advisory for 5 years.
Tamarind Learning Team
The Tamarind Learning team is comprised of educated professionals trained in disciplines vital to the family office. Members have held leadership positions in family offices and also in their family enterprises. Our understanding of both of these sides provides a unique purview which enhances client family relationships and elevates solutions beyond technical excellence
John Rosplock , MBA
CFO and COOJohn manages the operations at Tamarind Partners and consults and leads our real estate transactions.
Kelly Atkins , MA
Director of Research and DevelopmentKelly leads course development and the Tamarind Learning online learning system. She also leads digital and traditional marketing and public relations initiatives.
Todd Rothman , BS
Director of Education TechnologyTodd is responsible for managing all technical aspects of Tamarind Learning. He is also involved in the creation of interactive content and video production.
