Episodios

  • Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano

    Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano
    Mar 5 2025

    Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.
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    29 m
  • The Unique Struggles of Prominent Families

    The Unique Struggles of Prominent Families
    Jan 12 2024
    Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.
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    24 m
  • Human Side of Estate Planning: Considering Human Capital in your Plan

    Human Side of Estate Planning: Considering Human Capital in your Plan
    Dec 6 2023
    Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.
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    35 m
  • Greatness is a Choice

    Greatness is a Choice
    Dec 5 2023
    Tune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, Greatness is a Choice. Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius Dr. J Erving, Ethan has received endorsement and praise for his new book from global celebrities.
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    38 m
  • Neuroscience and Implications for the Family Office

    Neuroscience and Implications for the Family Office
    Nov 27 2023
    Dr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the worlds leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights to neurotech that impact how we trust, build rapport, and manage change.
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    45 m
  • Financial Influence and Impact Investing with the Next Generation

    Financial Influence and Impact Investing with the Next Generation
    Nov 21 2023
    Dr. Kirby Rosplock and Christine Mendonca discuss next-gen wealth inheritors' roles in impact investing on the Tamarind Learning Podcast. They explore aligning investments with values, the generational wealth transfer, and the nuances between philanthropy and impact investing. Christine emphasizes the importance of strategic engagement and education for next-gens in family wealth and investment impact.
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    28 m
  • Family Firms and Sustainable Development

    Family Firms and Sustainable Development
    Oct 24 2023
    Join Dr. Kirby Rosplock and Dr. Pramodita (Dita) Sharma as they delve into the realm of family firms and their path toward sustainable development. Sharma discusses her experience working with family businesses at different stages of their journey, particularly focusing on sustainability. Sharma emphasizes that transitioning to sustainability is more like a "family marathon" than a mere passing of the baton, requiring multi-generational effort and strategic planning.
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    37 m
  • Navigating Real Estate Market Cycles

    Navigating Real Estate Market Cycles
    Sep 22 2023
    Dr. Kirby Rosplock is joined by Dr. Glenn Mueller, a real estate professor from the University of Denver. Glenn delves into the intricate relationship between real estate market cycles and economic variables. He addresses current challenges in the real estate sector and provides valuable resources for accessing his research. Additionally, he explores his real estate market model, which he uses to assess and monitor the ongoing shifts within real estate markets.
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    31 m
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