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Keeping it in the Family Office
Welcome to 'Keeping it in the Family Office,'. This podcast offers direct insights into the family office sector, focusing on trends, critical issues, innovations in wealth management, governance, and more!
Definition:
/to keep it in the family/
Meaning - to keep something within the family, such as private information, or to keep a family business or tradition going.
Keeping it in the Family Office
Navigating the Nuances of Family Office Governance w/ Mark Tepsich
In this insightful episode, Mark Tepsic, a veteran in the family office domain, shares his experiences and expertise accrued over 15 years. Beginning his career within a family office, Mark has an atypical but enriching perspective on wealth management. He delves into his role at UBS, where he assists family offices in the US and Latin America to establish and refine their governance and operational structures. Mark emphasizes the holistic nature of family offices, highlighting the criticality of solid accounting, administrative foundations, and strategic planning for effective wealth management and intergenerational wealth transfer. His journey from a family office's General Counsel to a pivotal figure in a leading investment advisory firm offers a unique lens into the complexities and evolving nature of family wealth management.
How to Connect with Mark:
➡️LinkedIn: https://www.linkedin.com/in/mark-tepsich-88826b33/
➡️Website: https://www.ubs.com/us/en.html
About Nuvo Capital Partners:
➡️ Website: https://nuvocapitalpartners.com/home/
➡️ Host: https://www.linkedin.com/in/lennypisano/
