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.

Modern Stewardship

Guest Dr. Dennis Jaffe, author of Borrowed From Your Grandchildren

State of Family Offices and the Greatest Hurdles Facing Them

Guest Kathryn McCarthy, Independent Advisor to Families and Family Offices.

Family Office Set-up, Structure, and Compliance

Guests Ivan Sacks, William Kambas and David Guin of Withers Worldwide Partners.

Who Should Own and Operate a Family Office and Ideal Structures

Guests Ivan Sacks and William Kambas, Partners at Withers Worldwide.

Family Office Compliance Policies and Record Keeping

Guest David Guin, Partner and U.S. Commercial Practice Group Leader at Withers Worldwide.

The Inheritance Project

Guest Joseph W. Reilly, Jr. is Director of The Inheritance Project.

Portfolio Asset Allocation

Guest Ronen Schwartzman is CIO of the Cooper Family Office.

Private Equity Perils and Pearls

Guest David McCombie is founder and CEO of The McCombie Group.

Capital Sufficiency

Guest Christina Burroughs and Will Froelich of The CAPTRUST team in Phoenix, Arizona.