
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 offices. Kirby is the 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 weal... more
| Publishes | Monthly | Episodes | 100 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CoursesEducation | |||

Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into ke... more
Dr. Kirby Rosplock speaks with Buddy Thomas, pioneer of the virtual family office and author of Love, Wisdom, Money. They explore how gamification can transform estate planning, fiduciary decision-making, and family governance, boosting engagement, t... more
In this episode, Dr. Kirby Rosplock sits down with Katie Loeb to explore why this is a defining decade for women and wealth. They unpack the great wealth transfer, next-gen daughters, money confidence, and the concept of “wealthiness”, where financia... more
Rick Segal, founder of Rethink Capital Partners and author of The Heart of It, joins Dr. Kirby Rosplock to explore what it means to invest with purpose. From Wall Street to impact investing, Rick shares why corporate responsibility, long-term thinkin... more
In this episode, Dr. Kirby Rosplock sits down with Mark Greer of Phīla Engaged Giving to explore how families can shift from transactional to transformational philanthropy. Mark shares insights from his work in community organizing, participatory gra... more
Dr. Kirby Rosplock talks with Kelly Ann Winget, founder of Alternative Wealth Partners, about empowering affluent investors to move from passive to purposeful investing. Kelly shares her journey as a serial entrepreneur, her “aha” moment in 2020, and... more
Dr. Kirby Rosplock welcomes estate planning attorney and CPA Marvin Blum to explore the “head and heart” of legacy planning. They discuss smart estate strategies amid changing tax laws, the importance of flexibility and communication in family plans,... more
Dr. Kirby Rosplock talks with Jake Knight about embracing life as the “black sheep” in a family. Jake shares his personal journey from feeling like an outsider to finding strength in authenticity, healing, and self-discovery. He discusses how these e... more
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