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This blog is inspired by our recent webinar, “Family Stepping Up as Trustee,” presented by Dr. Kirby Rosplock and me to members of the Purposeful Planning Institute.  In it, we...

As much as the family office industry has boomed over the past 10 years, certain myths about it pervade. Sometimes these myths overstate, understate, or cloud the perception of what...

Introduction: Steve Legler, author, coach and family legacy advisor joined our Tamarind Partners’ podcast, “Family Office Focus,” hosted by Kirby Rosplock, PhD, to discuss his new book, Interdependent Wealth: How...

Around the 1980s and 1990s, many professionals were skeptical of working in a family office. Originally, many saw the family office as a construct from the past, perpetuating values of...