Tamarind Learning

Delivering Next Gen client education can be a challenge, but Tamarind Learning goes beyond just offering amazing, engaging, multi-modal curriculum. We help advisors customize assessments to align courses with clients' goals and offer activity suggestions that ensure a fully engaging wealth education experience. Let us support you in delivering impactful, tailored education to the next generation. Learn more about how we support advisors: https://zurl.co/n6cV #NextGenEducation #WealthManagement #ClientEducation #WealthStewardship #TailoredLearning

Do not miss this conversation with Tamarind's founder Kirby Rosplock, PhD and Family Office Design & Governance Strategist Mark Tepsich.

Nearly 30% of Next Gens prioritize education as a key part of their lifestyle. Is it a priority for you too? Take Tamarind Learning’s knowledge assessment to see how our courses can support your growth: https://zurl.co/ojJc #familyoffice #FinancialEducation #WealthStewardship #NextGenLeaders

We’re often asked: Why is it so important to educate the next generation? The answer is simple—empowering the Next Gen with the right knowledge is crucial to ensuring long-term family wealth stewardship and legacy preservation. To be effective owners, family members need a balanced mix of skills: 💵 Entrepreneurial: Financial and strategic insight to drive long-term success. ✒️Shareholder: Understanding rights and responsibilities tied to ownership. 🫂Family: Communication and conflict management for family harmony. 🧍🏼Individual: Personal growth and self-regulation for well-rounded leadership. Family businesses recognize that competent, engaged shareholders are key to long-term success, yet few invest enough in training. Claudia Binz Astrachan, Ph.D., Tom A. Rüsen, and Ruth Orenstat pose the question, Why Don't You Educate Your Owners? in FamilyBusiness.Org Read More: https://lnkd.in/e5nww82u

Strong family governance requires the right partnerships. Advisors play a crucial role in helping families manage both personal and business interests. In our on-demand webinar, you’ll learn how to guide your clients through building effective governance frameworks using the Two Pillars model. - Discover how advisors can help align family values with financial strategies. - Learn practical approaches to building a governance system that works. 🔗 Get access to the on-demand webinar now: https://zurl.co/7pQY #WealthAdvisors #FamilyGovernance #NextGenWealth #FamilyOffice #FamilyBusiness #familyenterprise

Gain the expertise to lead your family office with our comprehensive coursework—get started today with the Family Office course today: https://zurl.co/5gET Being part of a family office requires a comprehensive understanding of trust administration, advisor relationships, and family governance. Tamarind’s Accredited Beneficiary Stewardship (ABS) Program offers the breadth of knowledge you need, along with the recently released Family Office Course, which explores the complexities of operating a family office. #familyoffice #familybusiness #wealthadvisor #uhnw

Modernize your education strategy with Tamarind Learning’s remote, flexible, and interactive courses, available wherever you are. Gets started with our free Stewardship course: https://zurl.co/2JlA

Are you aligned with your shareholders? Understanding their expectations is crucial for driving your family business forward. 🗣️ "The collective views and expectations of family shareholders serve as the bedrock that supports and drives the business forward." Check out the article here: https://zurl.co/PR6q #familybusiness #familyoffice #UHNWI #succession

Greatest Wealth Transfer or the Greatest Stuff Transfer... Millennials and Gen Alpha, you decide. This thought-provoking and provocative article makes me want to pare back on my holiday shopping list and only buy essentials this year. Enough is enough!

This week on Legacy Builders, we are thrilled to welcome Joshua Nacht, PhD., Senior Consultant at The Family Business Consulting Group, Inc. (FBCG). Joshua is renowned for his innovative approach to crafting continuity plans that bridge generations in family enterprises. His expertise in governance, communication, and transitions, coupled with his award-winning academic research and co-authorship of "Family Champions and Champion Families," has established him as a leading voice in fostering enduring business family success. In this upcoming episode, we delve into Joshua's expertise in guiding business families through continuity planning and generational transitions. We'll explore how Joshua's diverse background, from wilderness leadership to family counselling, has informed his approach to family business consulting. Join us this Friday at 7:00 AM MST as we uncover the nuances of effective governance, the power of shared vision, and the delicate balance between tradition and innovation in multigenerational enterprises.  #LegacyBuilders #FamilyLegacy #GenerationalWealth #Leadership