Sign Up for a Free Demo!

Podcast

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.

Nov 15, 2021  in Wealth Management
Tamarind Learning Podcast Guests Fernando Pou and Rino Schena share insights on how insurance solutions may hedge a portfolio, support business succession, and aid in estate tax planning.

Oct 05, 2021  in Family Office

Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the build blocks of consolidated reporting.


August 26, 2021  in Ethical Wills

Tamarind Learning Podcast Guest Iris Wagner reveals powerful stories about creating ethical wills and how it may transform families and relationship.


June 24, 2021  in Investing & Family Foundations

Tamarind Learning Podcast Guest Chelsea Toler is a NxG impact investor, philanthropist, and executive of NOVA Impact & President of the Keep Families Giving Foundation.


May 19, 2021  in Family Office

Jill Barber is President of CYMI Holdings, which provides wealth advisory services to each member of the Mathile Family. Jill joined CYMI in 1999 just prior to the sale of the Iams Company to Procter & Gamble.

April 15, 2021  in Investing

Tamarind Learning Podcast Guest Ron Cordes shares his family's journey to invest 100% impact within his family office and family foundation.


April 13, 2021  in Family Wealth

Tamarind Learning Podcast Guest Warner Babcock is an expert advisor, educator, and author on family banks and shares his wisdom on what it takes to set one up.

April 13, 2021  in Family Wealth Enterprise

Tamarind Learning Podcast Guest Preston Root is chairman emeritus of Root Glass, which designed the original Coca-Cola bottle. Preston discusses building continuity across generations with his family office.

Feb 19, 2021  in Family Wealth


Tamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.

Feb 19, 2021  in Family Wealth

Tamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.

Feb 12, 2021  in Family Wealth Management


Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.


Feb 12, 2021  in Family Wealth Management


Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.


Jan 28, 2021  in Wealth Management

Tamarind Learning Podcast Guest Susan Schoenfeld is CEO and Founder of Wealth Legacy Advisors LLC.

Feb 05, 2021  in Wealth Management

Tamarind Learning Podcast Guest Charlotte Beyer is Author of Wealth Management Unwrapped and Founder of Principle Quest Foundation.

Jan 11, 2021  in Investing

Tamarind Learning Podcast Guest Jenna Arnold is Chief Impact Officer at ReThink Capital Partners.


Jan 07, 2021  in Wealth Management

Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.

Dec 16, 2020  in Investing

Tamarind Learning Podcast Guest Ronen Schwartzman is Chief Investment Officer at The Cooper Family Office.

Dec 18, 2020  in Investing

Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.

Dec 10, 2020  in Family Office

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

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

Nov 06, 2020  in Family Office

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

Nov 05, 2020  in Family Office
Guest Dr. Dennis Jaffe, author of Borrowed From Your Grandchildren.