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As we usher in 2025, it’s the perfect time to reflect, set bold goals, and embrace fresh opportunities. This month’s newsletter explores the transformative power of open communication in family wealth management—highlighting how candid conversations can reshape financial futures.
We’re also excited to share a special promotion running through the end of January, ideal for anyone looking to learn, grow, and fully embrace their next-gen (or now-gen) role. (Offer details follow below.)
In this edition, we spotlight Kathleen Kingsbury’s groundbreaking work on breaking money taboos, showing how transparent dialogue leads to more empowered, informed decisions. Join us in making 2025 a year of clarity, confidence, and collaborative communication—starting now!
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Podcast: Breaking Money Silence: A Conversation with Kathleen Kingsbury | |
In this episode, Kathleen Kingsbury unveils the second edition of Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, introducing fresh strategies for shattering financial taboos and fostering open money conversations—especially in light of the pandemic. Building on her original work, she offers updated insights for healthier communication within families, guiding listeners toward more informed financial decisions and a deeper understanding of their shared financial journey. | | | |
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Fostering Openness and Transparency in Family Wealth Conversations | |
The Impact of Wealth on Family Relationships: Managing Expectation |
This article from Stonehage Fleming explores the intricate dynamics wealth introduces into family relationships, focusing on the importance of managing expectations. It highlights the necessity of early and honest discussions about wealth within families, the potential complications from undisclosed or mismanaged expectations, and the importance of structured communication to prevent conflicts and misunderstandings.
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How to Have a Family Wealth Briefing |
From the Practice Lab, this article provides a guide to conducting family wealth briefings. It outlines effective practices for facilitating open discussions about financial responsibilities and expectations, ensuring that all family members are informed and engaged. The article emphasizes the role of clear communication in fostering transparency and unity in financial matters.
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Communicating with Your Children About Family Wealth |
A contribution to Family Business Magazine from Tamarind's founder Kirby Rosplock, this piece offers strategies for parents looking to introduce their children to the family's financial realities and responsibilities. It stresses the importance of tailored discussions based on the child's age and understanding, aiming to build a healthy respect and awareness of wealth management from a young age.
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Families Must Improve Wealth Conversations |
This article from Family Wealth Report reviews recent data on the dynamics of wealth conversations within families. It highlights the challenges and missteps that occur without structured dialogue, showing how unplanned or poorly timed discussions can lead to stress and family discord. The research advocates for a methodical approach to financial disclosure to better prepare the next generation, emphasizing gradual and intentional discussions that enhance understanding and readiness to manage wealth.
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Special Offer - Through January 31st | |
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Gift the Tools for Empowerment and Confidence Get 30% off our Accredited Beneficiary Stewardship (ABS) program*. With ten comprehensive courses designed by industry experts to establish the skills needed for wealth stewardship, it's the perfect gift for anyone who loves to learn or wants to take ownership of their role as a next, now, or rising gen. Use the code: BESTGIFT24
Achieve Specific Goals with Courses Looking for something more targeted? Gift any individual course at 50% off*. From Investing Fundamentals to Beneficiary Fundamentals to Working with Advisors (and more!), there's a course to help your family members and clients achieve their goals. Use the code: ACHIEVE24 *Individual annual subscriptions only | |
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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. | |
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