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Tamarind Learning Newsletter

Pardon our dust - our newsletter is a work in progress, and we want your feedback on how to make it valuable. We are refining our approach to provide more substantive insights, curated resources, and practical guidance for families and advisors who steward wealth across generations. 


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In this spirit of providing thought leadership, we're kicking things off by announcing our upcoming "Get Ready For Your Next Family Meeting" webinar, announcing our Prenup Readiness two-course bundle, sharing our in-house podcast with special guest Katie Loeb. Finally, at the end, you'll find one article our team loved this month from The New Yorker. 


Along the way, we want to hear from our audience on key issues, and we'll report back in future issues, so be sure to use the simple in-newsletter poll buttons. 


- The Tamarind Learning Team

   

Hosting a Family Meeting This Year?

One pattern we hear all the time: family education primarily happens at the family meeting/retreat. 


So we want to hear from you:

How effective are family meetings/retreats for educating family members on technical topics?
Not at all effective Extremely effective

Because family meeting planning for many is right around the corner we are hosting a webinar to help advisors, planners, and family member host effective education sessions. Learn more below.

If you’re looking to make the education portion meaningful, not just another slide deck, this session is for you.


In this practical webinar, Kirby Rosplock, PhD, and Torri Hawley, MS, share Tamarind Learning’s proven framework for embedding education before, during, and after your family meeting, so learning drives clarity, alignment, and action.


Whether you’re planning your first meeting or refining a long-standing tradition, this webinar will help you deliver education that supports real results.


Join us: March 4th, 11-12 CT/12-1 ET

Can't attend? Sign up for the webinar and receive the recording!

When Marriage Becomes a Governance Event

Another trending topic in the family office and education space is the rise of prenups. 

Across our work with enterprising families and advisory teams, we have observed a clear shift: prenuptial agreements are surfacing earlier, more frequently, and demanding a more intentional, structured approach.

65% of participants in our last webinar, Signed With Love, shared that prenuptial agreements are surfacing more frequently in family conversations. Are you seeing the same?

In response to this growing need, we developed the Purposeful Prenup Readiness Course, a structured educational resource designed to help families and advisors prepare thoughtfully and proactively. This is a self-directed learning experience designed for real people navigating real decisions. Inside the program, you'll find: 

  • Conversation frameworks to clarify values, expectations, and financial philosophy

  • Governance and estate planning considerations to surface early

  • Guidance for engaging rising generations in transparent dialogue

  • Structured preparation before entering formal legal negotiations

  • Tools to align principals, heirs, and advisory teams

Prenup conversations are increasing. Preparedness should increase alongside them.

If you want to experience one of the prenup courses - check out this 

interactive demo and see if it sparks your interest and use code BundledUp26 to save $250! 

Featured Podcast

This Is Our Decade: Women, Wealth and The Power Shift 

In this episode, Dr. Kirby Rosplock sits down with Katie Loeb to explore why this is a defining decade for women and wealth. They unpack the power of a prenup discussion, next-gen daughters, and the concept of “wealthiness”, where financial empowerment, wellness, and legacy intersect to help women step fully into their power.
   
   

Millennials Love a Prenup & We Love This Article!

In The New Yorker, a recent feature examines how millennials are reframing prenuptial agreements as tools for transparency and long-term planning rather than signals of distrust. For rising generations, prenups are becoming part of responsible financial stewardship, especially where complex assets and family wealth are involved.