Family Office Conversations
Listen in as we discuss timely and relevant topics with leading experts
UBS Family Office
Gaining confidence in medical decisions
22:35Stefan Zachar and Rebecca Bux from PinnacleCare talk with Leora Zach, CFA, Client Solutions Specialist with UBS Family Office Solutions, about the current state of healthcare in the US and how families with significant wealth can benefit from a private health advisor.
Lessons from an early stage venture investor
25:22Leora Zach, CFA, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups, to discuss why family offices should consider emerging managers and how they differ across asset classes.
Family office technology
34:53Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, discusses family office technology architecture, build and design strategies with InoGrate Founder and Chief Technology Officer Dr. Tania Neild.
How family offices compensate their employees
19:43There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Agreus co-founders Paul Westall and Tayyab Mohamaed to take a deeper dive into long-term compensation from the perspectives of family offices, employees and candidates.
Alternative investment migration and citizenship by investment
36:28Mark Tepsich, Family Office Design and Governance Strategist, talks with Judi Galst, Managing Director of Private Clients for Henley & Partners, about Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.