Recognized in the industry for outstanding family office management consulting and family wealth counseling, we provide leading-edge insights, knowledge, and unbiased solutions. Whether you are thinking about creating a new family office, are seeking advice on family governance best practices, or need C-Suite solutions, we can support you in all areas of the family office.

When it comes to administration, we offer the systems and support that enhance the critical areas of your operation such as budgeting, reporting, document management, strategic planning, operations, communication, and calendar management.

Our education solution, Tamarind Learning, provides online courses and learning paths that empower families to succeed, perpetuate, and prosper. Participants can learn independently or in cohorts, attend live webinars, and take advantage of one-on-one coaching and mentoring. We also customize learning to the needs of individual families.

We are thought leaders, innovators, educators, and practitioners in the family office industry. Founded by a fourth-generation owner, trustee, and beneficiary, we understand your complex needs and serve as your trusted partner.

We believe that families and their family offices deserve objective, unbiased advice and consultation that is not tied to financial or investment products. This is always our practice.

Driven by excellence, our approach is rooted in industry-recognized, leading-edge insights, knowledge, and experience. We are dedicated to finding the best solutions for each and every client.

We work with families of wealth, the operators in their family offices and family enterprises, and their strategic advisors and providers to solve their unique family office and wealth challenges.

While every family and family office has their own unique qualities and challenges, each type of client shares common, overarching reasons for engaging us.

Families

Families come to us to bridge their goals and aspirations with actions related to the creation, evolution, and governance of their family office. We guide families in all areas related to their family office through our research-based assessments and insights, and our detailed strategic recommendations.

Operators

Family office and family enterprise executives and employees come to us to initiate change within the organization. Through our unbiased, fact-based, and multi-disciplined approach, we clarify the specific challenges and provide the strategic recommendations that empower operators to enact change.

Advisors and Providers

Trustees, advisors, and providers come to us on behalf of the family, family office, and family enterprise for strategic and integrated planning. With insight into each family’s needs, both today and into the future, we build resilient approaches to planning and collaboration among all stakeholders, always in the best interest of the family.

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Our Awards

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RayLign
Advisory

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Honored as Top 25
Family Dynamics
Leader 2016

Kirby Rosplock, PhD

Family Firm
Institute

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Richard Beckhard
Practice Award
Winner 2018

Kirby Rosplock, PhD

The Family
Wealth Alliance

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Thought
Leadership Award
Winner 2018

Kirby Rosplock, PhD

RayLign acknowledged Kirby as one of the industry’s shining stars of family dynamics - a key contributor to and enthusiastic supporter of the industry’s development and growth. We appreciate her unique capacity to move family members forward together by framing and processing the complex everyday issues they face.

Greg T. Rogers Founder and Managing Partner, Raylign Advisory LLC

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