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Letter from the Editor

This month’s edition focuses on the evolving role of wealth advisors and the importance of staying ahead in a rapidly changing industry. From embracing education as a tool for next-gen engagement to leveraging collaboration and technology, advisors are redefining how they serve clients across generations.


The articles and podcast featured in this issue highlight key trends and strategies for advisor development, including team-based practices, multidisciplinary approaches, and preparing for the future of family enterprises. Whether it’s adapting to millennial clients’ expectations or addressing complex family dynamics, these resources aim to inspire growth and innovation in your practice.


We hope this edition equips you with fresh perspectives to navigate the challenges and opportunities shaping the industry today.

Featured Podcast

Podcast: Breaking the Cycle: Advisors, Codependency, and Addiction in Family Systems

In this episode Jane Mintz, CEO and Chief Clinical Strategist of Realife Intervention Solutions, unpacks the challenges advisors face when clients struggle with addiction. They discuss the concept of professional codependency, where advisors may inadvertently enable destructive behaviors, and emphasize the importance of recognizing signs of addiction, setting professional boundaries, and collaborating with specialists to support clients effectively. This conversation offers valuable insights for advisors navigating complex family systems intertwined with addiction issues.

   
   
     

Navigating the Evolving Advisory Landscape

   
   
   

The Future of Family Offices: Why Multidisciplinary Teams are Essential

This article from NextGen Peer Groups explores emerging trends shaping the future of family offices. It highlights the importance of next-generation leadership, evolving technology, and the role of education in fostering adaptive, resilient family enterprises. A must-read for advisors guiding families through generational transitions.

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Harnessing AI for Family Business Advisors: A Multidisciplinary Approach to Serving Family Enterprise Clients

This piece examines how artificial intelligence is transforming the work of family business advisors. From streamlining data analysis to enabling better decision-making, AI offers multidisciplinary teams new tools to address complex challenges in family enterprises.

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Advisor Resource

Transform your client's educational goals into a clear, actionable plan with Tamarind’s Wealth Education Planning Workbook. This guide helps individuals and families map out a tailored learning journey, from pinpointing knowledge gaps to setting specific goals, making it easier to take meaningful steps toward empowered wealth stewardship.


     

Team-Based Advisor Practices are Better Positioned for Growth

In this industry whitepaper, Cerulli Associates outlines the advantages of team-based advisor models, which manage more assets and offer greater productivity compared to solo practices. Learn how collaboration and specialization within advisory teams are redefining success in wealth management.


Millennials and Wealth: How Next-Generation Clients - and Advisors - Are Forging Ahead

Explore how millennials are shaping the future of wealth management as they navigate complex financial lives and increasing economic influence. This article highlights their unique concerns, financial priorities, and the role of next-gen advisors in addressing their needs with tailored guidance and innovative technology.


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Brought to you by Tamarind Learning


Editorial Mission: To provide monthly news, education, and professional guidance that help families, advisors, and trustees become extraordinary stewards of wealth.