Episode 16, January 23rd, 2025
Show Summary
Gemma Leddy interviews:
Tamarind Learning – A premier wealth education platform.
Foundation Source – Simplifying private foundation management and enhancing philanthropic impact.
About the Moderator
Gemma Leddy, Partner in Charge – PKF O'Connor Davies Family Office
Gemma leads PKF O'Connor Davies' award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With a background as a CFO and CPA partner, she has extensive experience in managing finances for family offices, investment firms, and nonprofits across various industries, including art, real estate, and philanthropy.
Tamarind Learning
Represented by CEO & Founder, Kirby Rosplock
Tamarind Learning is a wealth education platform designed for affluent adult learners (18+). It provides comprehensive courses covering the technical aspects of owning, inheriting, and managing wealth. Topics include financial literacy, investing, trusts, tax, estate planning, stewardship, and family office management, equipping learners with the tools to manage wealth responsibly.
Foundation Source
Represented by Chief Revenue Officer, Louis D’Addario
Foundation Source is a leading provider of support services for private foundations. Its solutions simplify foundation management, enhance philanthropic impact, and assist families, individuals, and advisors in achieving their charitable goals.
