Tamarind Learning, the online education platform affiliated with the family-office consultancy Tamarind Partners, is offering a limited number of lifetime subscriptions and has begun raising a $5 million round of capital to continue its growth and develop an artificial intelligence platform.
In 2006, Kirby Rosplock’s wealthy family sold the gargantuan Florida ranch they had owned and operated for nearly a century, and she and her husband founded Tamarind Partners. They were successful at consulting family offices on governance and other decisions, but families continually wanted more advice as they grew and time went on, and the consultancy couldn't meet all their needs or scale sufficiently, Rosplock told Modus.
In 2019, they created Tamarind Learning, an online platform to fill those gaps. “Families needed something they could go back to and reference. They needed something that they could use just in time,” before a critical phone call or meeting, Rosplock said.
And now, Tamarind has expansion plans.
To continue growing its client base, improving its educational content and developing an accompanying AI platform, Tamarind is offering families a lifetime subscription and raising investment capital.
The “Founder’s Package” will be offered to only 20 families, who will receive 20 lifetime licenses to the entire Tamarind Learning platform. It will cost a one-time $100,000 fee, which Tamarind says is a great value (buying 20 group licenses over 20 years would cost $1.16 million). Families that want additional licenses for relatives or their advisors will pay an additional $5,000 per person.
That cost for a learning platform might sound steep, but top performance coaches and attorneys can charge well over $1,000 per hour, and the cost of being unknowledgeable and making poor decisions could be financially and emotionally devastating to a family. Tamarind says its content and its ability to customize the platform for each family and certain members make it worthwhile.
For example, families asked for materials related to prenuptial agreements; how to consider them, how to broach the topic with a member of the family, with a partner and more. Tamarind created those, and now any user can access them on the platform as needed. Other topics include stewardship, family meetings, trust responsibilities, choosing and appointing trustees and others. Families have also asked about courses that improve and test critical thinking and decision-making skills.
Choosing successors and family leaders is top of mind for wealthy people with family offices; 57% said that preserving values, governance and legacy were key objectives, and 27% said they needed additional support to address those things, according to a survey of 333 single-family offices from 30 different countries by J.P. Morgan Private Bank last summer.
Younger family members “never get the handbook on what they're supposed to know, how they're supposed to orient, how they're supposed to engage. We put in the foundation of the house, so to speak,” Rosplock said.
Tamarind Learning has over 1,600 users in its system, and more than 600 are active on the platform, the company said. The size of the family offices, both in terms of their wealth and the number of family members they serve, is rising. Most that are customers oversee between $500 million and well over $1 billion in wealth.
Additionally, more multifamily offices and wealth management firms are interested in advancing pilot programs, which is one reason Tamarind is raising capital. The company's goal is to raise a $5 million round, but it’s being choosy about who the other stakeholders will be. Rosplock and her husband bootstrapped the company and are currently the only owners.
“The reason we've kept it under our control, under our financial umbrellas, is because we did not want to take on capital that would drive us to have to put ads into our platform, or have to take sponsorship dollars. We're being very discerning,” Rosplock said. No experts pay to contribute to Tamarind, and the company does not compensate them. Tamarind also does not accept any referral fees.
New capital will also be used to build an AI sister platform that can unlock dependable information from Tamarind Learning in new ways. Tamarind has more than a dozen full-time employees and also plans to hire more.
Preston Root’s family became exceedingly wealthy over the course of the 20th century, after their glass business won the design competition for Coca-Cola’s first bottle, leading to a decades-long partnership with the drink company. Today, his family’s office supports just shy of 50 members, and they use Tamarind Learning across all their generations. Office employees use it, too, he told Modus.
“You don't understand family dynamics in an enterprise setting until you have been shown the basics of how complex it may become. [Tamarind] delivers that foundational understanding. This is a tremendous value to our entire network of associates, as they have a better understanding of what makes us ‘us,’” Root said.
According to Rosplock, more and more families aren’t just recognizing that, they are taking action.
“They don't have a solution set for it. And that's festering in their worlds,” she said. “I want to impress upon the fact that it's like going to the gym or starting a new routine, as soon as you take one little step, it doesn't feel that painful.”
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- The war in Iran continues without an end in sight. Friday afternoon, President Trump said there would be no peace deal for the country until an “unconditional surrender.”
All the other related tragedies aside for a moment, Iranian missiles have been fired across the Middle East, including at Dubai, where a small but growing number of family offices have relocated or been established. Now that the city's security during a regional conflict is being questioned, companies and individuals are fleeing, at least temporarily. Will the family offices—which have resources and can relocate elsewhere—ever return?
James Perry, the head of institutional investor solutions at Maples Group, a law firm that helps financial services firms, family offices, and others with legal, fiduciary, regulatory, and compliance matters, and entity formation across the world, says they will.
“While it is too early to speculate regarding the ultimate full impact of the current conflict between the U.S. and Israel with Iran, we believe that it will have a minimal long-term impact on the UAE market for family offices and their growth. The UAE has been rapidly ascending as a favourably regulated and desirable jurisdiction for capital and capital raising. This conflict is certainly disruptive in the short-term, but the long-term trends for financial market growth in the region look like they will remain stable,” Perry told Modus. - The Billionaire Whose Ships Are Braving Missiles in the Strait of Hormuz.
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- A Florida man is suing Family Office Club in federal district court in Miami (Molina v. G.T.C. Institute, LLC) for allegedly sending marketing text messages to him and others outside business hours. Richard C. Wilson, CEO of the Family Office Club, disputed the allegations in an email to The Allocator, the newsletter that first reported on the case.
- Fidelity Investments, a private company closely held and controlled by the Johnson family, sent its annual performance letter this month. 2025 was a good year; annual operating income was up 24% to $12.7 billion on $37.7 billion in revenue (also a record high).
- I Got a Coveted Invitation to See New York’s Most Secretive Condo Project (80 Clarkson Street).
- Two junior bankers from Goldman Sachs participated in Interview magazine’s Q&A “Meet the Finest Boys in Finance” and are getting roasted online for the accompanying photos. They could also reportedly be fired for the interviews. Honestly, their answers to the questions weren’t bad(?). But talking to the press without the bank’s blessing is a company no-no.
Here’s some inside baseball from a reporter who has regularly engaged Goldman Sachs for years with some success: With the bank’s permission, certain senior leaders can speak to journalists without a liaison. Every other bank employee—assuming the bank even makes them available—requires more hoop-jumping and another colleague to be present. So, even if the finest boys got the green light, the communications department would not be pleased. This is not just Goldman; many companies have similar policies.
Of course, a ton of people thoughtfully and carefully talk to journalists. Good reporters take time to fully understand what is at stake for sources and help protect them. Anyone who wants to learn more can reply to this email or send a note to michael.thrasher@modus.news. You can also message me securely on Signal (from a device not accessible by an employer): +1 330-962-6441.
Jobs
- Stryde Search featured job: A distinguished, privately held wealth management firm is hiring a director to lead comprehensive family office services for an elite clientele of families and select institutions in Manhattan. You’ll report directly to the firm’s head of family office, shape the group’s strategy, and collaborate with a multidisciplinary team of investment, tax, legal, and service professionals. Ideal candidates will have advanced credentials and 10+ years of experience in private banking or multifamily offices. Compensation includes a base salary of $250,000, a bonus and a benefits package. To explore confidentially, contact Karen Berry at kb@strydesearch.com.
- The Marlowe Foundation, a private family foundation established in 2024 that supports arts, culture, and community vitality across Canada, with a particular focus in Newfoundland and Labrador, is hiring an executive director in St. John’s. (I went to St. John’s to attend a wedding. It is beautiful.)
- StevenDouglas’s Kay Shah is recruiting for three open positions that aren’t advertised anywhere: A CFO/senior controller at a $10 billion family office in Newport Beach, California; a senior portfolio manager at a $1 billion multifamily office in Bal Harbour, Florida; and an operations and investment associate at a $500 million family-owned, boutique multifamily office in Miami. Those interested can reach her at: KShah@stevendouglas.com.
- Mack International has a search for a chief operating officer of a single-family office in Miami. The office was founded in the 1970s, and this hire will report directly to the president of the family office, who is a third-generation family member.
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