Tamarind Learning Podcasts

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.

Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.

Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.

Tune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, Greatness is a Choice. Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius Dr. J Erving, Ethan has received endorsement and praise for his new book from global celebrities.

Dr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the worlds leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights to neurotech that impact how we trust, build rapport, and manage change.

Dr. Kirby Rosplock and Christine Mendonca discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.

Join Dr. Kirby Rosplock and Dr. Pramodita (Dita) Sharma as they delve into the realm of family firms and their path toward sustainable development. Sharma discusses her experience working with family businesses at different stages of their journey, particularly focusing on sustainability. Sharma emphasizes that transitioning to sustainability is more like a "family marathon" than a mere passing of the baton, requiring multi-generational effort and strategic planning.

Dr. Kirby Rosplock is joined by Dr. Glenn Mueller, a real estate professor from the University of Denver. Glenn delves into the intricate relationship between real estate market cycles and economic variables. He addresses current challenges in the real estate sector and provides valuable resources for accessing his research. Additionally, he explores his real estate market model, which he uses to assess and monitor the ongoing shifts within real estate markets.

Dr. Kirby Rosplock and Mark Somers emphasize the critical importance of securing the right talent for a family office's success. Mark delves into the process of how to enhance the talent pool and secure the top talent. Additionally, the conversation offers insights for individuals contemplating a career in this unique environment, giving them a better understanding of what to expect and how to thrive in the unique and multifaceted family office environment.

Join host Dr. Kirby Rosplock in the enlightening podcast on personal legacies with special guest Dr. Katie Spencer of Northbound Consulting. Delve into a thought-provoking discussion about the power of legacy, family dynamics, and the transformative impact of documenting personal stories. Dr. Spencer's insights on legacy letters, multi-generational tensions, and the profound effects of self-defined legacies offer a fresh perspective on creating lasting impacts across generations.

Join host, Cindy Radu, and Trust and Estate Planner, Nicole Garton, as they discuss the fundamental information that families should have together to make organizing their estate easier and why it's so important to have an estate organizer on hand. From digital assets to plans for your beloved pets, Nicole's book Before It's Too Late: the Estate Organizer for Canadians has tools to plan your estate.

Guest, Kristin Keffeler, introduces her book, Myth of the Silver Spoon, and talks about the internal and external clutter that can become roadblocks for next and rising-gen members.

Join Dr. Kirby Rosplock and Jane Beddall as they discuss the power of transformative conflict resolution for multigenerational family enterprises. Transformative conflict resolution seeks to transform the underlying relationship between parties in conflict. Through open communication and mutual understanding, transformative conflict resolution can lead to stronger relationships and increased empathy. This approach focuses on creating a foundation for future constructive interactions.

Dr. Kirby Rosplock and Scott Peppet dive into the often "demoted" topic of addressing family issues in the family office. Scott elucidates how the family office can be instrumental in managing family capital - asking the question, "if you couldn't talk about financial capital, what would you spend a year addressing?" Scott introduces his approach to the five capitals model and review a tool developed to help families understand how they can tackle family issues from a macro level.

Join host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.

Join Kirby Rosplock and guest, Josh Gentine Founder and CEO of Bench Consulting and family board member of Sargento Foods for this enlightening podcast on preparing the next generation to lead through succession events. Josh shares his story from Notre Dame football player to the catholic seminary to earning his MBA and finding his place in his multi-generational family enterprise before ultimately starting his own consulting firm. This podcast highlights the role of a Family Participation Plan.

Olivia Summerhill is a Certified Divorce Specialist and Divorce Financial Analyst who works with affluent women (and men) to navigate divorce. In this special episode, Kirby Rosplock and Olivia talk about pre and post-nuptial agreements and going through divorce with your values intact.

Podcast host Kirby Rosplock is joined by Octavian Pilati who shares his story of suddenly taking over the reins of his family's multi-generational enterprise. Amidst the succession, Octavian learned that the family's investments were at risk and rose to manage not just the family enterprise but a threat that could threaten his family's legacy. Listen here to learn more about Octavian's succession journey and growth as a next generation inheritor.

Tamarind Learning podcast guest, Judy Pearson a seasoned insurance and risk management expert, joins Kirby Rosplock for a conversation about the roles and responsibilities of a trustee and how this fiduciary role opens up the risk of personal liability.

In this episode, Dr. Sharilyn Hale shares how families can use governance and a shared mission and purpose to create impactful philanthropic efforts that engage the whole family. The podcast explores four steps for finding a philanthropic approach that meets a family's unique purpose and goals.

Join Dr. Kirby Rosplock and guest Betsey Fortlouis from Innerwill Leadership Institute for an enlightening podcast on the importance of values-based leadership in the family system.

In this informational podcast, Canadian Chief Learning Officer, Cindy Radu, is joined by Professor Albert H. Oosterhoff who outlines the basics of a trust and the role of a trustee.

Podcast guest and impact investing expert Grant Conroy sits down with Tamarind Learning's CLO, Cindy Radu to define and demystify the growing topic of impact investing. Grant and Cindy cover risk and return, impacting investing acronyms, reporting rules, and getting started with the help of examples.

Tamarind Learning podcast guest and author, Dr. Jamie Weiner, speaks with Kirby Rosplock on his recently published book, The Quest for Legitimacy.

Tamarind Learning podcast guest, Malcolm Burrows, speaks with Canadas Chief Learning Officer, Cindy Radu on intentional giving, engaging the next generation, and developing a philanthropic strategy.

In this episode of the Tamarind Learning Podcast, host Cindy Radu and expert Gerry Meyer discuss the complexities of rising generation education in family enterprises. They explore key trends like lifelong learning, gender diversity, and mentorship, offering actionable insights for both active and rising generations. Tune in for a deep dive into tailored educational paths and family governance.

Tamarind Learning podcast guest, speaker and family enterprise consultant Bryn Mars Monahan, sits down with Dr. Kirby Rosplock on the importance of educating the next generation and the value of using a systemic approach to teach children of all ages.

Tamarind Learning podcast guest, Steve Leger, author, family legacy coach, a facilitator sits down with Chief Learning Officer Cindy Radu to discuss family systems and the importance of starting conversations around wealth transitions sooner, rather than later.

Tamarind Learning podcast guest, Cindy Radu, is a leading advisor for families on trusts in Canada and shares insights with host, Kirby Rosplock.

Tamarind Learning podcast guest, Matina Agio, is the Inheritance Muse and provides inheritance counseling from Athens, Greece, and works globally. She inspires a deeper perspective on inheritance - beyond the legal and financial.

Tamarind Learning Podcast Guests Amy Hart Clyne and Dennis Jaffe, authors of the new book, Finding her Voice and Creating Legacy.

Tamarind Learning Podcast Guest Miles Padgett shares wisdom on how a private trust company is set up and organized and why it may be an ideal fiduciary structure for families with complex ownership and planning considerations.

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.

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

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

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

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 and Gamble.

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

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.

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.

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.

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.

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

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

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

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

Tune in to hear about the essence of impact investing, Jenna's role as a disruptor and change agent, and her dedication to elevating humanity. Explore the intricacies of investing with purpose, dismantling inequitable systems, and the blurred lines between doing well and doing good. Learn why the belief that impact comes at the cost of returns is a misconception and dive into the challenges and opportunities in the evolving landscape of impact investing.

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

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

Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.