Tamarind Partners
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.
- Company typePrivate
- Founded2014
- HeadquartersPalm Beach Gardens, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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).
Tamarind Partners firmographics
Firmographics- 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
Tamarind Partners industry classification
Industry- 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
Where Tamarind Partners is headquartered
LocationHeadquarters
- HQ city
- Palm Beach Gardens
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tamarind Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- 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).
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Hybrid | Multi-year contract | Retainer and/or Hourly Fee Structure |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Tamarind Partners product offering
Product offeringCore 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
Companies that use Tamarind Partners
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles4 records
Tamarind Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Tamarind Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves7 records
Expansion highlights5 records
Tamarind Partners competitors and assessment
Company assessmentDirect 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
Tamarind Partners social profiles
Digital presenceTamarind Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tamarind Partners leadership team
Management profileNumber of profiles
Profiles3 records
Tamarind Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tamarind Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tamarind Partners
What does Tamarind Partners do?
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.
Is Tamarind Partners a public or private company?
Tamarind Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tamarind Partners founded?
Tamarind Partners was founded in 2014. It employs 1 to 10 people.
Where is Tamarind Partners based?
Tamarind Partners is headquartered in Palm Beach Gardens, United States, in the North America region.
How does Tamarind Partners make money?
Three revenue lines are on record. Consulting and Advisory Fees are the primary driver. The others are tamarind Learning Education Programs and administration Services.
Who are Tamarind Partners's main competitors?
Direct peers on record are Concentric, Pitcairn, Pathstone, BDO Private Client Services and Withum Family Office Services. Broad incumbents are Cerity Partners, Glenmede, Bessemer Trust and Abbot Downing. Family Office Exchange (FOX) is listed as an others.
Does Tamarind Partners have an API?
No public API is recorded for Tamarind Partners.
What industry is Tamarind Partners in?
Tamarind Partners's product category is Family Office Consulting. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 54161 and its SIC code is 8742.