Jun 16, 2023
Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office
On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Don’t miss this unique episode & share with others who might enjoy!
Kirby is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also the Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries, and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices. Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator.
Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016). Kirby received honors including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice award for life-time achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018.
Kirby earned her undergraduate degree from Middlebury College, her MBA from Marquette University, and her Ph.D. from Saybrook University. For more than 20 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and faculty at the Family Office Real Estate Institute at the University of Denver, former FFI GEN Faculty, co-trustee of the Harbeck Family Foundation, and currently serves on various advisory boards.
If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to firstname.lastname@example.org or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
*not affiliated with Lincoln Financial Advisors Corp.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.