Link to the full episode:⁠⁠Listen Here⁠⁠Detailed show summary available on the Episode PageInterview Date: January 23, 2025Moderator: Gemma Leddy – Partner, PKF O’Connor Davies Family OfficeGuests:Kirby Rosplock – Founder & CEO, Tamarind LearningLou Daddario – Chief Revenue Officer, Foundation SourceAbout the ModeratorGemma Leddy is Partner in Charge at PKF O'Connor Davies Family Office. Gemma leads the award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With her experience as a CFO and CPA partner, she has supported family offices, investment firms, nonprofits, and other industries, including art and real estate.Tamarind Learning⁠ provides a wealth education platform designed for affluent adult learners (18+), covering essential topics like financial literacy, investing, trusts, tax, estate planning, and stewardship to equip learners with the knowledge to manage wealth responsibly.Foundation Source⁠ simplifies private foundation management with comprehensive support services, enhancing philanthropic impact for families, individuals, and advisors.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected].

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