Tamarind Partners

What Tamarind Partners does

Tamarind Partners, Inc. is a Boca Raton, Florida-based boutique advisory firm serving ultra-high-net-worth families, the operators of their family offices and family enterprises, and the strategic advisors who serve them. The firm operates three core service lines: Consulting and Advisory (family office creation, governance, succession and transition planning, foundation and giving advisory, advisory board development, and family wealth counseling); Administration (outsourced C-suite services in tax, accounting, compliance, and staffing, plus budgeting, reporting, document management, and operations supported by a customized secure online management system that centralizes documents, asset records, and communications); and Tamarind Learning (an online education platform delivered via tamarindlearning.com in the US and tamarindlearning.ca in Canada, offering self-paced courses, cohort-based programs, live webinars, one-on-one coaching, and custom family cohort learning).

Tamarind Partners does not charge fees based on assets under management. Pricing is fee-based and varies by scope and complexity, structured as a combination of retainer and hourly or a flat project fee, with engagements typically phased over six months to two years. The firm has no external institutional or venture funding; it is founder-owned and led by Kirby Rosplock, PhD (Founder and CEO), with John Rosplock, MBA as CFO and COO and a small bench of collaborating consultants including Miguel Cauvi. Thought leadership is the primary go-to-market engine, anchored by Rosplock's two Wiley/Bloomberg books (The Complete Family Office Handbook, 2014, 2nd ed. 2020; The Complete Direct Investing Handbook, 2017), frequent speaking engagements at industry forums (CEAL, Opal Group, Purposeful Planning Institute, STEP Canada, DC Finance), the Family Office Focus podcast, and the recurring Family Office Gatherings community program launched in 2019.

The company is privately held and operates in the US, Canada, and globally on an as-needed basis for families with multi-jurisdictional structures. The client base spans families with net worth from $150MM to $10B+ across industries including real estate, oil and gas, food service, manufacturing, hospitality, medical devices, investment and wealth management, construction, wine and spirits, and equine. The firm has been recognized by Family Wealth Report (Best Family Office Management Consultancy and Best Family Wealth Counseling, 2019), the Family Firm Institute (Richard Beckhard Practice Award, 2018), and the Family Wealth Alliance (Thought Leadership Award, 2018).

Name

Tamarind Partners

Legal name

Tamarind Partners, Inc.

Website

https://tamarindpartners.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Tamarind Partners is a Boca Raton-based boutique advisory firm providing fee-based consulting, administration, and online education to ultra-high-net-worth families ($150MM–$10B+), their family office operators, and strategic advisors across the US, Canada, and globally.

Ownership category

akta.pro rank

Product category

Family Office Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Next-Gen Education & Family Learning Programs (FSAAADAM), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

• Family office consulting
• Wealth advisory services
• Family governance advisory
• Succession planning services
• Family wealth education

Headquarters

HQ city

Palm Beach Gardens

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Consulting and Advisory Fees: Fees are charged on a fee basis for services based on the scope and complexity of the project or service provided. The fee can be a combination of retainer and hourly or a flat project fee. The company does not fee based on assets under management (AUM).
2. Tamarind Learning Education Programs: Online courses, learning paths, live webinars, coaching, and mentoring programs. Offered through self-paced learning, cohort-based learning, and custom-developed family cohort learning. Revenue generated through course enrollment and program fees.
3. Administration Services: Systems and support for budgeting, reporting, document management, strategic planning, operations, communication, and calendar management. Includes outsourced C-Suite services in tax, accounting, compliance, and staffing.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Tamarind Partners is a family office consulting and advisory firm that delivers three core service lines: Consulting and Advisory (family office setup, governance, succession and transition planning, foundation and giving advisory), Administration (budgeting, reporting, document management, communications and outsourced C-suite support via a secure online management system), and Tamarind Learning (an online education platform offering self-paced courses, cohort-based learning, webinars, coaching and mentoring for beneficial owners, inheritors and family members). Engagements are structured in phases lasting six months to two years, with fees based on scope and complexity and never tied to assets under management.

Product overview

Tamarind Partners is a family office consulting and advisory firm offering three core service lines: Consulting and Advisory (covering family office setup, optimization, governance, succession, and strategic planning), Administration (document management, budgeting, reporting, and outsourced C-suite services), and Tamarind Learning (online education with self-paced courses, cohort learning, and custom family programs delivered via dedicated US and Canadian platforms). The portfolio also includes published thought leadership books by founder Kirby Rosplock, PhD, including The Complete Family Office Handbook and The Complete Direct Investing Handbook. The offering is a services-based consultancy rather than a software product.

Differentiator

Problem solved

Functional benefit

Brands

• Tamarind Learning: Education platform providing online courses and learning paths for beneficial owners, inheritors, members of enterprising families, operators, executives, and family service providers. Offers self-paced learning, cohort learning, and custom-developed family cohort learning.

Products and services

• Consulting and Advisory Full-service family office consulting covering setup, optimization, governance, succession planning, foundation advisory, and strategic planning for high-net-worth and ultra-high-net-worth families and family office operators.
• Administration Systems and support for budgeting, reporting, document management, strategic planning, operations, communication, and calendar management, delivered through a customized secure online management system and including outsourced C-suite services in tax, accounting, compliance, and staffing.
• Tamarind Learning Online education platform providing courses, learning paths, webinars, coaching, and mentoring for beneficial owners, inheritors, and family members on topics including Trusts and Estates, Family Governance, and Trustee and Beneficiary Relationships, offered through self-paced, cohort-based, and custom family cohort learning.

Quantifiable outcome

• Engagements structured in phases ranging from six months to one to two years, serving families with net worth from $150MM to $10B+
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Concentric: Concentric (formerly Threshold Group) is an independent, fee-only multi-family office and investment advisory firm that provides holistic wealth management, family governance, and next-generation education services to UHNW families—closely mirroring Tamarind's independence, governance focus, and family-office advisory model.
• Pitcairn: Pitcairn is a multi-family office that evolved from a single-family office and offers family office services, family governance, and next-generation education to UHNW families. Its consulting and education offerings directly overlap with Tamarind's advisory and Tamarind Learning platforms.
• Pathstone: Pathstone is an independent, employee-owned family office providing family office services, family governance, and wealth education to UHNW families. Its independence and family-office service model parallel Tamarind's positioning as unbiased advisors.
• BDO Private Client Services: BDO's Private Client Services practice provides family office advisory, wealth planning, and family governance services to UHNW families. The professional-services firm model and family-office consulting scope closely parallel Tamarind's advisory offering.
• Withum Family Office Services: Withum's Family Office Services group offers outsourced family office accounting, tax, and advisory support to UHNW families. Comparable as a professional-services firm providing outsourced C-Suite and family-office administration services similar to Tamarind's Administration line.

Broad incumbents

• Cerity Partners: Cerity Partners is a large, independent wealth management and family office firm offering comprehensive financial planning, investment management, and family office services to UHNW families. It competes for the same client base with broader capabilities but similar independence and multi-family orientation.
• Glenmede: Glenmede is an independent, privately held investment and wealth management firm with a strong family-office service offering, including family governance, stewardship, and next-generation education. Comparable as an independent, fee-only firm serving UHNW families.
• Bessemer Trust: Bessemer Trust is a large, independent multifamily office serving UHNW families with investment management, trust, and family-office services. It competes for the same client base as Tamarind, with a broader service portfolio and stronger investment capabilities.
• Abbot Downing: Abbot Downing is Wells Fargo's ultra-high-net-worth family office services arm providing customized wealth planning, investment management, and family governance to UHNW families. Comparable client segment and family-office focus, but as a bank-affiliated offering.

Others

• Family Office Exchange (FOX): Family Office Exchange is the leading membership organization for family offices, providing education, research, and peer networking to UHNW families and their advisors. It is comparable to Tamarind Learning as a family-office education community and overlaps in audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/TamarindPartner

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tamarind Partners