We would like to extend our heartfelt thanks to the Purposeful Planning Institute (PPI) for hosting the insightful webinar, "Becoming a Trusted Trustee: The Trustee’s Role in Empowering the Beneficiary" on March 11, 2025 (https://zurl.co/jGSZe).. It was an honor for our Founder and CEO, Dr. Kirby Rosplock (https://zurl.co/dELBA), to co-host this event alongside Lindsay Pope and guest speaker Mark Shiller. We are grateful for the opportunity to share our expertise and discuss best practices for trustees in empowering beneficiaries for wealth ownership. Thank you to everyone who joined us and participated in this important conversation. We look forward to continuing our collaboration with the Purposeful Planning Institute and sharing more valuable knowledge with our community.
Tamarind Learning
在线学习提供商
Boca Raton，Florida 2,288 位关注者
Wealth Education for Beneficiaries and Advisors
关于我们
Family wealth education that empowers you to learn, succeed, and advance.
Investing in your family capital is investing in your future.
- 网站
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https://www.tamarindlearning.com/
Tamarind Learning的外部链接
- 所属行业
- 在线学习提供商
- 规模
- 2-10 人
- 总部
- Boca Raton，Florida
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Education、Wealth Education、Beneficiary、Financial Planning、Trusts和E-Learning
产品
![点击此处查看Tamarind Learning]()
Tamarind Learning
Learning Management Systems (LMS)
Family wealth education that empowers you to learn succeed, and advance utilizing our unique learning management system.
地点
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主要
获取路线
20283 State Road 7
Suite 505
US，Florida，Boca Raton，33498
Tamarind Learning员工
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John Rosplock
COO at Tamarind Learning -- education LMS for family offices, advisors, and familes focusing on wealth education | Family Office Advisor
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Cindy Radu
I help exceptional families realize their (wealth) potential across generations. | Integrated Family Wealth Transition Advisor | Engaging Speaker |…
动态
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The Anxious Generation: How the Great Rewiring of Childhood is Causing an Epidemic of Mental Illness by Jonathan Haidt is one of Tamarind Learning's Must-Read Books of 2025 (https://zurl.co/qckf4). Haidt masterfully explores the impact of modern technology and societal changes on youth, leading to unprecedented levels of anxiety and mental health challenges. With thought-provoking insights and compelling narratives, Haidt examines how digital connectivity, social media, and evolving parenting styles contribute to these issues. The Anxious Generation is essential for anyone invested in the future of our youth and society. It's a gripping read that will open your eyes and inspire action. Purchase it on Amazon: https://zurl.co/1qKW6 Check out the full list of Must-Read Books of 2025 on our website: https://zurl.co/qckf4 #TamarindLearning #MustReadBooks #EmpoweringFamilies
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Don't miss the Purposeful Planning Institute (PPI) Webinar, "Becoming a Trusted Trustee: The Trustee’s Role in Empowering the Beneficiary" happening today, March 11, 2025, at 12pm EDT (https://zurl.co/4XAFL). Join Tamarind Learning's Founder and CEO, Dr. Kirby Rosplock (https://zurl.co/FWyMg), along with co-host Lindsay Pope and guest speaker Mark Shiller, as they explore best practices for trustees to prepare and empower beneficiaries for wealth ownership. They will also cover current trends in beneficiary care and the impact of Delaware's new legislation, the Beneficiary Well-being Trust. Be part of this insightful conversation and gain valuable knowledge from industry experts. We are proud to contribute to this important discussion and look forward to sharing key takeaways with our community. See you there! #Trustee #Beneficiaries #WealthManagement #TamarindLearning
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Tamarind Learning is thrilled to announce that our Founder and CEO, Kirby Rosplock, PhD, will be co-hosting the Purposeful Planning Institute (PPI) Webinar, “Becoming a Trusted Trustee: The Trustee’s Role in Empowering the Beneficiary alongside Lindsay Pope and guest speaker Mark Shiller on March 11, 2025. During this event, Kirby, Lindsay, and Mark will highlight best practices employed by trustees to prepare and empower beneficiaries for the responsibility of wealth ownership. They will also discuss current trends in beneficiary care and the impact of Delaware’s new legislation, the Beneficiary Well-being Trust. Join us on March 11 for this insightful webinar: https://zurl.co/UKIYG We are proud to be part of this conversation and look forward to sharing key insights from the webinar with our community. #Trustee #Beneficiaries #WealthManagement #TamarindLearning
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If you're an advisor, what are you doing to address the changing tide of rising gen engagement? Jennifer East's thoughts below capture many of the trends we see with the families that we support. We especially see impact when it comes to empowering the rising generation to work productively with advisors. The days of sitting back and "being taken care" of are out, and we see young adults taking charge of their relationships and making moves to drive their wealth rather than letting it own them.
A conversation with a colleague recently made me pause and reflect on how the family enterprise and family wealth space has evolved, particularly when it comes to the rising generation. When I started working in this area nearly 20 years ago, next-gen development wasn’t the industry focus it is today. For me, it was always a natural and essential part of supporting enterprising families. Looking back, it’s clear how much the landscape has evolved—both in the way families approach next-gen engagement and how the industry has responded. Here are some of the biggest shifts I’ve observed over the years: ?? "Rising, not next" – Many rising gen leaders push back on the term "next-gen" because they are already decision-makers and influencers in their families and businesses. ?? Opportunities to work with advisors who understand their world – In the past, rising gens had little choice but to work with the advisors their parents selected. Today, they increasingly seek out professionals who share their lived experience—advisors who also come from family enterprise backgrounds or understand the nuances of growing up in a wealthy family. The ability to work with “people like them” fosters trust, relatability, and deeper engagement. ?? The rise of peer networks – Twenty years ago, structured peer groups for rising gen family members were rare. Today, organisations have emerged to provide safe spaces for next-gen leaders to learn, connect, and challenge each other. ?? More educational pathways – From financial boot camps to leadership accelerators, there are now more structured programs for next-gens. But this presents a new challenge—development is not a one-time event. Ongoing education and exposure to real-life governance and leadership matter just as much. ?? A broader definition of success – For many rising gens, success isn’t just about taking over the family business. More next-gens are forging independent careers, leading impact-driven initiatives, or rethinking their role in wealth stewardship beyond traditional leadership paths. ?? Wealth as wellbeing – A growing number of families are redefining wealth beyond financial capital. Rising gens increasingly see wealth as a means to support personal fulfilment, family harmony, mental health, and social contribution, rather than just a financial inheritance to be managed. ?? From secrecy to transparency – Families are increasingly recognising that withholding information until "the right time" often creates more problems than it solves. There’s now more openness around wealth, governance, and succession planning—although it’s still a work in progress. I’d love to hear from others: What trends have you noticed in the way families engage and prepare the rising generation? #FamilyEnterprise #NextGenLeadership #RisingGen #WealthStewardship #FamilyGovernance #NextGenDevelopment #GenerationalWealth #WealthAsWellbeing
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Tamarind Learning understands the unique challenges faced by wealth advisors and family office professionals when engaging the rising generation. Our platform empowers you to integrate bespoke educational content that addresses the specific needs of your clients. Whether they prefer privacy in their learning journey or seek enhanced understanding through external coaching, we provide the tools to make education effective and personalized. Check out the video below to learn more about how our educational resources can elevate your advisory services, ensuring your clients are not only informed but empowered. Dive into a world where education meets personalization. #WealthEducation #FamilyOffice #WealthManagement #stewardship
There’s a lot of talk about the importance of educating the rising generation on?wealth and stewardship—but?how do you actually make the process meaningful and relevant? How can?we leverage technology for wealth education? Should?advisors?be involved, or is it better to keep the family's knowledge gaps private? At a recent?Tech-NEW-logy?program,?Kirby Rosplock, PhD, founder of?Tamarind Learning, shared insights on?building a structured, engaging approach to wealth education?for affluent families. We’d love to hear from you—what’s worked in your experience? ?#FamilyOffice #WealthEducation #NextGen #TechNEWlogy Phil Strassler
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Tamarind Learning's very own Torri Hawley recently joined Jake Knight's podcast, "Family Enterprise Insights," to share her experiences in the world of family enterprises! As our Chief Learning Officer and a seventh-generation member of an enterprising family, Torri brings a unique perspective to the table. In this episode, Torri explores the complexities of family business dynamics, discussing the importance of internal and external credibility, the challenges of working within one's family firm, and the value of stepping outside familial expectations for personal growth. She also highlights the critical role of technical education in wealth management and its transformative impact on both professional and personal relationships. Key Takeaway: "Curiosity is key. Be entitled to the questions you need to ask." Tune in to hear Torri's journey and valuable advice for next-gen leaders navigating their own family enterprises. Don't miss this insightful episode! Listen now: https://zurl.co/bYmqg #FamilyBusiness #NextGenLeaders #WealthManagement #TamarindLearning
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The 10x10 Learning Roadmap by Stephen Goldbart, Stacy Allred, and Joan DiFuria is among our top picks for 2025 from the Tamarind Learning Book List! This essential guide empowers families to build key skills and competencies at every life stage, from ages 5 to 100. Combining insights from various fields, this book helps create personalized, actionable plans for lifelong growth and success. Curious about how this book can transform your family's future? Dive into our latest podcast episode where Dr. Stephen Goldbart and Joan DiFuria unpack the transformative concepts and insights from The 10x10 Learning Roadmap. Don't miss this enlightening conversation: https://zurl.co/JzhWb Discover practical strategies for fostering lifelong learning and building a flourishing family legacy. This book is an essential read for anyone looking to invest in their family's future! Find it here: https://zurl.co/IqmEi #TamarindLearning #BookList2025 #10X10LearningRoadmap #GenerationalWealth #LegacyPlanning #FamilyOffice
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We are thrilled to welcome Hannah Nielson as our new Senior Learning Manager! With a robust background in the family office education space, Hannah brings a wealth of expertise to our team. She will be pivotal in expanding our education development and enhancing client experiences. Join us in welcoming Hannah to the Tamarind Learning team. We look forward to the innovative and impactful contributions she will bring to our community! #TamarindLearning #FamilyOffice #EducationDevelopment #ClientExperience
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"The simple reality is... the world is not the same as it was 10, 20, 30 years ago, and it's never going to go back. We're not going to the good old days. You just simply need to think through these things, do the right audits, create a playbook so that you know if and when something bad happens, you're prepared." Our friends at Tamarind Learning recently hosted Global Guardian CEO Dale Buckner on their podcast to explore the evolving global threat landscape and how family offices can better protect themselves. In the interview with Kirby Rosplock, PhD, Dale discussed practical steps to enhance security preparedness—covering physical safety, cyber risks, and the importance of having a comprehensive response plan. Listen to the full episode here: https://lnkd.in/dAC7FqTf