Episodes

  • The 10 x 10 Learning Roadmap: Education for Every Age and Stage with Joan DiFuria and Stephen Goldbart

    The 10 x 10 Learning Roadmap: Education for Every Age and Stage with Joan DiFuria and Stephen Goldbart
    Sep 2 2024
    In this episode of the Tamarind Learning podcast, Dr. Kirby Rosplock is joined by Dr. Stephen Goldbart and Joan DiFuria, experts in family wealth and organizational development. They discuss their latest book, The 10x10 Learning Roadmap: Advancing, Flourishing, and Families of Wealth, which offers a comprehensive guide for families to develop key skills at every life stage, from ages 5 to 100. The roadmap helps family members choose what they want to learn and create personalized action
    Show more Show less
    Less than 1 minute
  • Closing the Diversity Gap in Investing: Insights from 37 Angels' Angela Lee

    Closing the Diversity Gap in Investing: Insights from 37 Angels' Angela Lee
    Aug 21 2024
    Join Dr. Kirby Rosplock and Angela Lee, founder of 37 Angels and Columbia University professor, about the essentials of angel investing. Angela shares her journey from entrepreneur to angel investor, the significant diversity gap in funding, and how 37 Angels is empowering underrepresented investors to make impactful decisions. Tune in to learn practical tips for getting started in angel investing and the key traits successful angels possess.
    Show more Show less
    Less than 1 minute
  • Couples and Integrating Assets into a Marriage

    Couples and Integrating Assets into a Marriage
    Jul 13 2024
    Join Dr. Kirby Rosplock and licensed social worker Ruschelle Khanna as they explore the intricacies of integrating assets into marriage, uncovering how wealth affects relationships, power dynamics, and communication. Ruschelle emphasizes the importance of negotiation, defining values, and confronting past traumas to cultivate healthier financial dialogues and family relationships, offering guidance to couples in navigating inherited wealth toward stronger, more cohesive partnerships.
    Show more Show less
    Less than 1 minute
  • Navigating the Future of Family Offices

    Navigating the Future of Family Offices
    Jun 18 2024
    Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.
    Show more Show less
    Less than 1 minute
  • Empowering Family Businesses: Insights about Policy and Tax

    Empowering Family Businesses: Insights about Policy and Tax
    May 1 2024
    Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.
    Show more Show less
    Less than 1 minute
  • Family Trust Companies: Preserving Multigenerational Wealth

    Family Trust Companies: Preserving Multigenerational Wealth
    Apr 22 2024
    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 key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.
    Show more Show less
    Less than 1 minute
  • The “Why” of Your Family Wealth Strategy

    The “Why” of Your Family Wealth Strategy
    Apr 15 2024
    Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space.
    Show more Show less
    Less than 1 minute
  • Demystifying Bitcoin

    Demystifying Bitcoin
    Mar 8 2024
    Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.
    Show more Show less
    Less than 1 minute