Family Office Technology Hub Family Office Tech Stack: Gemma Leddy Interviews Tamarind Learning and Foundation Source
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Feb 9, 2025 In a thought-provoking conversation, Kirby Rosplock, CEO and Founder of Tamarind Learning, shares her insights on wealth education for affluent adults. She discusses the importance of financial literacy, estate planning, and trusts, highlighting how tailored educational resources can empower families to manage their legacies. The chat also touches on the value of community learning and how technology enhances philanthropic efforts, ultimately guiding families through complex financial decisions while preparing future generations for responsible wealth stewardship.
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Origin of Tamarind Learning
- Kirby Rosplock founded Tamarind Learning after a client experience with a blended family.
- One part of the family felt less prepared for a wealth transition than the other, highlighting the need for family wealth education.
The First Family's Needs
- The first family Kirby Rosplock worked with had complex trusts and operating entities, causing confusion among family members.
- Many family members didn't understand basic trust mechanics, highlighting a need for foundational wealth education.
Tamarind's Unique Approach
- Tamarind Learning tailors its curriculum to affluent families’ unique circumstances regarding wealth transfer and risk management.
- It goes beyond basic financial literacy by addressing high-net-worth individuals' specific needs.
