Tamarind Learning Podcasts

著者： Dr. Kirby Rosplock
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  • サマリー

  • Unlock the secrets to effective wealth management and family legacy preservation with the Tamarind Learning Podcast. Designed specifically for high-net-worth inheritors, family offices, and their advisors, our podcast delivers expert insights and real-world strategies for navigating the complexities of wealth. Each episode features renowned experts discussing critical aspects of wealth ownership, family dynamics, governance, estate planning, and wealth stewardship and more, providing you with the knowledge to protect and grow your family's financial future.
    © 2024 Tamarind Learning
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あらすじ・解説

Unlock the secrets to effective wealth management and family legacy preservation with the Tamarind Learning Podcast. Designed specifically for high-net-worth inheritors, family offices, and their advisors, our podcast delivers expert insights and real-world strategies for navigating the complexities of wealth. Each episode features renowned experts discussing critical aspects of wealth ownership, family dynamics, governance, estate planning, and wealth stewardship and more, providing you with the knowledge to protect and grow your family's financial future.
© 2024 Tamarind Learning
教育
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エピソード
  • Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano

    Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano
    2025/03/05

    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.
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    29 分
  • The Unique Struggles of Prominent Families

    The Unique Struggles of Prominent Families
    2024/01/12
    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.
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    24 分
  • Human Side of Estate Planning: Considering Human Capital in your Plan

    Human Side of Estate Planning: Considering Human Capital in your Plan
    2023/12/06
    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.
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    35 分

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