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Family Offices Managing Change Successfully

March 10, 2026

at 12:00 pm EST

Guest Speaker(s):
Brandy Wilson, Independent Advisor to Families and Family Offices
Host:
Kirby Rosplock, CEO & Founder, Tamarind Learning

This webinar is a candid, real-world examination of why transition inside family offices is so difficult and why, in many cases, meaningful change cannot be led by the system itself. Family offices are designed for stability, continuity, and control. Their structures, incentives, and power dynamics are optimized for stasis. When evolution is required, it must be explicitly authorized, governed, and directed from the top.

Drawing on the lived perspectives of family office leaders, family owners, and future stakeholders, this conversation explores a central truth: sustainable change does not begin with technical solutions or operational adjustments. It begins with governance. Change must be named, agreed upon by the appropriate governing body (often a family board or ownership group), and intentionally oriented before any meaningful change management can occur.

Too often, families and their advisors learn through costly missteps. Owners may resist confronting the structural, governance, and planning realities necessary for long-term success, assuming continuity will take care of itself. Family office leaders and operators—working within misaligned incentives and disproportionate power dynamics—may be expected to drive transformation without the authority to do so, leaving them exposed, constrained, or ineffective. These dynamics create strain precisely at the moments when clarity, sponsorship, and direction are most needed.

Equally critical is the preparation of rising-generation family members. Many families underestimate the importance of helping future stakeholders understand what it truly means to be part of a family enabled by a family office not only the services and opportunities, but the responsibilities, expectations, and stewardship obligations that come with it. Without intentional education and engagement, transitions can feel disorienting, destabilizing, or even illegitimate.

This webinar invites advisors into a nuanced discussion about how change is actually authorized, metabolized, and sustained inside complex family systems. Participants will gain insight into how advisors can help families move from avoidance to alignment by engaging governance, clarifying authority, and designing transitions with purpose so that moments of change become deliberate acts of leadership rather than reactive episodes of disruption.

Introduction to our Guest Speaker(s)

Kirby Rosplock is a founder of Tamarind Partners, Inc., http://www.TamarindPartners.com a consulting firm, innovator, advisor, author, and speaker in the family business and family office domains. As evidenced by Tamarind Partners’ two high honors, named 2019 Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report, the firm provides leading-edge insights, knowledge, and solutions through its research and multidisciplinary consulting approach to families, advisors, and institutions connected to the family office market. She also founded Tamarind Learning, a virtual learning platform for beneficiaries, fiduciaries and advisors of financial wealth. http://www.TamarindLearning.com 

Born into a complex enterprising family, Kirby understands first-hand what it is to be a beneficial owner, inheritor, fiduciary, and family operator. For more than 20 years, she has worked in the world of investing, finance, family wealth, and family business. Given her experiences on both sides of the table, Kirby is passionate about helping families of wealth find the right solutions for their bespoke needs. In doing so, she has instilled unbiased, research-based methods into the firm’s advisory approach and fee-based compensation model.

Kirby combines her practical life experiences with her passions for research and client advisory and her love of writing has culminated in many articles, research studies, and books including The Complete Direct Investing Handbook and The Complete Family Office Handbook, which has a second edition release in 2020. She edited the private-label book, A Familys Guide to Wealth: Insights from Thought Leaders and Pioneers and in 2018 she contributed chapters to Family Offices: The STEP Handbook for Advisers 2nd Ed. and Wealth of Wisdom: Top 50 Questions Wealthy Families Ask. Kirby has received many honors including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance, which has been awarded only two times in the last decade. In 2018, she also received the Family Firm Institutes (FFI) Richard Beckhard Practice Award for lifetime achievement and outstanding contributions to the field of family business. Earlier honors include her recognition as one of 25 Stars of Family Dynamics by RayLign Advisors, a Family Owned Business Institute (FOBI) Research Grant Award in 2011, and she took 2nd Place at the Family Enterprise Research Conference in 2010. Kirby earned her undergraduate degree with honors from Middlebury College, an MBA from Marquette University, and a Ph.D. in Organizational Systems from Saybrook University.

Her prior experiences range from living and working abroad for an international bi-partisan American non-profit, to working in the securities industry for a broker-dealer, to working for more than a decade in a prominent multi-family office as the head of Research and Development in its Innovation and Learning Center. She and her husband have also owned, operated, and invested in several businesses and partnerships. Kirby is Dean of Family Office at the Purposeful Planning Institute, an FFI Fellow and former Family Governance Faculty of the FFI GEN Program; trustee of the Harbeck Family Foundation; and former board member of her family’s business. She currently serves on the advisory board various companies. Kirby is married with two young daughters. She and her family live in Wisconsin.

 

Brandy Wilson serves as an independent advisor to families and a trusted guide in the complex world of family offices. With nearly two decades of experience building and leading some of the world’s most complex family offices, she brings a grounded perspective shaped by both firsthand operational work and big-picture strategic thinking.

Her focus is on helping multi-generational families integrate their operations with their core values. She works closely with family principals, rising-generation leaders, and institutional collaborators on everything from strategic planning and values alignment to operating model design and investment governance. Her approach blends candor with empathy, creating space for families and leaders to speak with clarity and courage—especially when dynamics make honest dialogue difficult.

Brandy offers real-world insight across the multi-generational family ecosystem and is most energized when serving as a thought partner to leaders reimagining what it means to build not just wealth, but a flourishing family. Brandy lives in Denver, CO and enjoys an active lifestyle with her young family.

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