Tamarind Learning

Make sure to be there or be 🟦 on September 19! Can't make it? Register and we will send you the recording! Tamarind Learning is hosting Family Office Cyber Security in the Wake of the SSN Breach with Judith L. Pearson and Dale Buckner of Global Guardian. #familyoffice

Want to learn the secrets to engaging wealth education no matter the age or stage? 🎧 We were excited to sit down with Dr. Stephen Goldbart and Joan DiFuria to dive into their groundbreaking 10x10 Learning Roadmap! This podcast is a must-listen for families looking to develop key skills at every life stage. From ages 5 to 100, this roadmap is designed to foster emotional intelligence, financial acumen, and self-sufficiency across generations. Here are three key themes from the podcast: 1️⃣ - Lifelong Learning Across All Ages and Stages: The 10x10 Learning Roadmap emphasizes the importance of tailored education for every family member, from young children to older adults, ensuring that learning is relevant and impactful at each stage of life. 2️⃣ - Balancing Internal and External Competencies: The roadmap focuses on developing both internal competencies (emotional intelligence, social skills, personal responsibility) and external competencies (financial literacy, governance, entrepreneurship) to create well-rounded, self-sufficient individuals. 3️⃣ - Personalized and Self-Directed Learning: The framework encourages family members to take ownership of their education by selecting learning activities that align with their personal goals and life stages, making the learning process both engaging and effective. Did you know Tamarind covers many external competencies for adults? Listen on to learn more! 👉 https://zurl.co/NRb3 #wealtheducation #risinggen #leadership #10x10learningroadmap #educationinnovation #familybusiness

How can you help empower the next generation to build confidence and develop skills to ensure they maintain control over their wealth? Financial literacy is at the heart of Tamarind Learning’s approach to wealth education. This article dives into how understanding finances not only equips individuals with knowledge but also builds the confidence to make informed decisions. Learn how our curriculum supports families in fostering financial acumen and empowering the next generation of leaders. https://zurl.co/VEbQ #FinancialLiteracy #WealthStewardship #UHNW

What do you think? Are families appropriately preparing the rising generation sufficiently - or are we facing an epidemic of inheritors who are ill-prepared to manage the emotional and financial aspects of wealth ownership? Share your thoughts in the comments below ⬇️⬇️⬇️. Thanks for your contribution to the conversation Cindy Radu!

Join our host, Dr. Kirby Rosplock, as she explores the dynamic world of family enterprises with Chris Herschend from Herschend Family Entertainment. In this episode, we dive into the critical question: What comes first, family leadership or family governance? Key Highlights: - Insights into Herschend Family Entertainment’s 73-year legacy - The importance of early leadership development in family businesses - How family governance structures can foster leadership and continuity - Real-life examples of balancing family dynamics with business needs Check out the podcast here: https://zurl.co/zHqe

It's time to jump back into learning so why not start with a timely webinar? Register today! You don't want to miss this webinar! Judy and Dale are experts in their fields and will surely be powerhouse guests.

With recent data breaches targeting data brokers, healthcare systems, and financial institutions, the need to protect Personally Identifiable Information (PII) within Family Offices has never been more critical. Join us for an insightful webinar where we’ll explore: - Why Social Security Numbers (SSNs) are especially vulnerable as PII and what the recent hacks mean for wealthy families. - Immediate actions you can take to strengthen your cybersecurity defenses. - Long-term strategies for risk management, including secure data storage, incident response planning, and advanced intrusion detection systems (IDS). Whether you’re a family office fiduciary or simply interested in enhancing your cybersecurity posture, this session is designed to equip you with the knowledge and tools to navigate today’s evolving threat landscape. Don’t miss out on this opportunity to safeguard your family office against emerging cyber threats. Register now!

New podcast alert! ⚠️🚨🗣️🎙️Closing the Diversity Gap in Investing: Insights from 37 Angels' Angela Lee 37 Angels founder Angela Lee and Kirby Rosplock, PhD discuss 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. Check out Angel Lee's episode and more here: https://lnkd.in/e47pfr-k Apple podcasts: https://lnkd.in/dgmpfduf #angelinvesting #investing #wealthmanagement #impact #familyoffice #uhnw #podcast #diversity

Did you know it’s National Make a Will Month? (We didn't until today!) Now that you know, there’s no better time to take control of your estate planning and ensure your legacy is secure—starting with a solid foundation of knowledge. Estate planning goes beyond just creating a will; it’s about making informed decisions that protect your family’s future. 🎓 Featured Course: Estate Planning Basics This course is your comprehensive guide to understanding the estate planning process - including a module dedicated to wills. Learn about the critical documents involved, including wills, powers of attorney, and healthcare directives. The course also features real-world case studies, providing practical insights into how to effectively plan for life’s uncertainties and ensure your assets are distributed according to your wishes. 💡 Special Offer: Use code MAKEAWILL24 for 30% off Tamarind's Estate Planning Basics course through the end of September. Equip yourself with the knowledge to make informed decisions and secure your family's future. Check out the course details here: https://lnkd.in/dvR8Niqh #makeawillmonth #UHNW #trustsandestates #estateplanning #wealtheducation #wealthmanagement

Tamarind Learning is grateful for the opportunity to present to the Pointe Angels group as we seek new opportunities to raise seed capital! Peep Kirby Rosplock, PhD slide on the impact of the #greatwealthtransfer !