EWS- Pearls and Perils of Talking to Family About Wealth

About this episode

Kirby Rosplock shares insights on discussing wealth with family, drawing from her extensive experience and personal background.

We were delighted to host Kirby Rosplock at our April 2024 Empower Women Event. With over 20 years of experience working with affluent families and individuals, Kirby shared invaluable insights into navigating discussions about wealth. Drawing from her own upbringing in a wealthy, enterprising family, as well as anecdotes from her clients, Kirby provided invaluable wisdom and practical strategies for fostering thoughtful, intentional, and impactful communication with heirs. Her wealth of experience illuminated common pitfalls and offered inspiring ideas to guide families toward meaningful dialogue about their financial legacies. Kirby Rosplock Ph.D. is an esteemed author, serial entrepreneur, inheritor, and consultant. She is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019, 2023) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also 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…

People in this episode

Guest: Kirby Rosplock

Topics covered

• wealth communication
• family discussions
• financial legacies

Keywords

• wealth
• communication
• families
• financial planning

Mentioned in this episode

Products: Tamarind Partners, Inc., Tamarind Learning

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