Tamarind Partners

Tamarind Partners provide family office consulting, administration, and education solutions that empower families of wealth.

[Tamarind Partners @TamarindPartner]

Keep Beneficiary-Trustee Drama Down!

Meghan Tepas shares easy communication tips on this episode of the Tamarind Learning podcast: https://t.co/GJV8LghBjf

#tamarindlearning #trusteecommunication #beneficiaryprepardness #tamarindlearningpodcast

[Tamarind Partners @TamarindPartner]

Childfree? You can maximize your wealth and live early, or as Jay Zigmont puts it, you can live the File Method!

Check out the rest of Dr. Kirby Rosplock's conversation with Jay on childfree financial planning today! https://t.co/mx98l8Q7eT

#childfree #financialliteracymonth

[Tamarind Partners @TamarindPartner]

After learning the basics of trusts, this client gained something unexpected: Confidence. Sometimes confidence doesn’t come from knowing everything. Sometimes it comes from understanding enough to join the conversation. Sign up for a free trial today! https://t.co/pWl4GrolbE

[Tamarind Partners @TamarindPartner]

The Way of the Trustee by Daniel P. Felix offers a thoughtful, values-based playbook for trust administration, combining practical guidance with a holistic approach that helps families & stakeholders flourish. That's why it's on our must-read list of 2026!
#Trusteeship #Legacy

[Tamarind Partners @TamarindPartner]

Join Dr. Kirby Rosplock, Torri Hawley, and David York on January 28th as they share real-life perspectives on both prenups and postnups during Tamarind Learning's webinar: Signed With Love? Register today! https://t.co/OnrGfHUdg8 #PurposefulPrenups #ValuesBasedPlanning

[Tamarind Partners @TamarindPartner]

True stewardship means being responsible for the wealth you inherit.

The foundational Stewardship course is available as a free trial to get started on your journey.

https://t.co/BySXMKoeZj

[Tamarind Partners @TamarindPartner]

Is thinking about holidays with family stressing you out rather than lifting you up?

We're revisiting last year's webinar with Emily Bouchard and Ian McDermott on creating more harmonious family gatherings.

Catch the webinar replay here: https://t.co/qgasziD9yu

[Tamarind Partners @TamarindPartner]

Take Tamarind Learning's financial literacy assessment to see how you stack up against key learning objectives: https://t.co/zgU0xgbN4L

#financialliteracy #wealthmanagement #UHNW #familyoffice #familybusiness

[Tamarind Partners @TamarindPartner]

Did you miss our webinar with Emily Bouchard and Ian McDermott on having a harmonious holiday season? It is now available for rewatch on the Tamarind Learning website.

Watch the webinar: https://t.co/8eSXO9630W

[Tamarind Partners @TamarindPartner]

True stewardship means being responsible for the wealth you inherit.

The foundational Stewardship course is available as a free trial to get started on your journey.

https://t.co/BySXMKoeZj

[Tamarind Partners @TamarindPartner]

Feeling uncertain about your financial acumen?

Tamarind Learning’s Financial Literacy Assessment will help you identify gaps and strengthen your financial understanding.

Don’t let security lead to complacency—take charge today: https://t.co/SWj39SkhHn

[Tamarind Partners @TamarindPartner]

Understanding your role as a trust beneficiary is essential for ensuring the successful management of family wealth. Tamarind’s Beneficiary Fundamentals course provides a deep dive into the rights and responsibilities of being a trust beneficiary.

https://t.co/rtdZR3ofVC

[Tamarind Partners @TamarindPartner]

Become a savvy steward and a strategic investor with our Investing Fundamentals course and learn how to manage your family’s investment portfolio effectively.

Learn more: https://t.co/hKKFCOjRpI

[Tamarind Partners @TamarindPartner]

No time for a demo but want to learn what Tamarind Learning's platform and courses are all about? There's a video for that: https://t.co/KDiB6tpBBl

[Tamarind Partners @TamarindPartner]

Take Tamarind Learning's financial literacy assessment to see how you stack up against key learning objectives: https://t.co/zgU0xgbN4L

[Tamarind Partners @TamarindPartner]

It's family meeting season, are you prepared to have a structured, productive meeting?

Check out this guide from the Committee on Family Foundations featured in our July newsletter last year: https://t.co/MShzgE8WLA

[Tamarind Partners @TamarindPartner]

Today, we join our Canadian clients and partners in celebrating the rich heritage, diversity, and unity of Canada. Your contributions enrich our shared journey, and we're proud to work alongside you.

Wishing everyone a wonderful and joyous Canada Day! 🍁❤️

[Tamarind Partners @TamarindPartner]

How do you turn a negative situation into a positive one? Read this article to understand the importance of productive conflict as a key ingredient for success in families and family enterprises. https://t.co/Q0cJBgBH01
#Beneficiaries #FamilyWealth #FamilyBusiness #Conflict

[Tamarind Partners @TamarindPartner]

Check out The Family Business Show podcast episode #83 where our founder and Chief Learning Officer, Dr. Kirby Rosplock is interviewed about her own personal experience growing up in a family business. Listen here 🎧 :

https://t.co/spL9zkssp2

[Tamarind Partners @TamarindPartner]

What are advisors saying about Tamarind's new family office course? Check it out below and sign up for updates on the course page: https://t.co/lH5koUYXw6

#familyoffice #wealthmanagement #UHNW #financialliteracy #privatewealth