Podcasts
Wealth Education Essentials
for Beneficiaries of Wealth
Welcome to the Canadian Tamarind Learning Podcast where host, Dr. Kirby Rosplock, speaks with experts on many topics relevant to the ultra-high-net-worth families and family office's. Kirby is 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 wealth management space. Kirby is the founder of Canadian Tamarind Learning®, an online wealth education platform that develops practical, foundational learning programs for beneficiaries and their advisors to help them prepare for the responsible stewardship of wealth.
Canadian Tamarind Learning Podcast Episodes
Nov 30, 2021 in Wealth Management
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.
Nov 15, 2021 in Wealth Management
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.
Oct 05, 2021 in Family Office
Tamarind Learning Podcast Guest Jeremy Langlois shares his expertise on the building blocks of consolidated reporting.
Aug 26, 2021 in Ethical Wills
Tamarind Learning Podcast Guest Iris Wagner reveals powerful stories about creating ethical wills and how it may transform families and relationships.
Jun 24, 2021 in Investing & Family Foundations
Tamarind Learning Podcast Guest Chelsea Toler is a NxG impact investor, philanthropist, and executive of NOVA Impact & President of the Keep Families Giving Foundation.
May 19, 2021 in Family Office
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 & Gamble.
Apr 15, 2021 in Investing
Tamarind Learning Podcast Guest Ron Cordes shares his family's journey to invest 100% impact within his family office and family foundation.
Apr 13, 2021 in Family Wealth Enterprise
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.
Apr 13, 2021 in Family Wealth
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.
