Leora Zach of Family Office Solutions sat down with Mark Tepsich, Family Office Design and Governance Strategist here at UBS to discuss how family office executives that are new in the role can better understand the family environment in which they are navigating. Families with significant wealth have the luxury of making decisions that are not purely financial, but can often be based on values. Understanding this dynamic will help family office executives better understand the family they serve, as well as that part of their role is to help advance that family’s values as well.
