Episode 17: Family Offices 101

Curious about family offices? Tune in to our latest podcast episode featuring Mark Tepsich, UBS Family Office Design & Governance Strategist. Throughout the episode we explore what family offices are, when to establish, and the varied approaches they take such as managing post-liquidity events and integrating businesses. We also discuss their shift from founder-centric models to including next-gen perspectives. Mark also shares best practices and addresses the unique challenges family offices face.