UBS Family Office Quarterly

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First Quarter 2025

The first edition of the UBS Family Office Quarterly for 2025 features articles and conversations with specialists from UBS as well as leading experts. Explore insights on the multiple dimensions of starting and managing a family office. 

Highlights

Dive Deeper

Gain important insights and best practices on the multiple dimensions of a family office

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How can intentional communication help families through the great wealth transition? Why are ethical wills the often missing yet powerful planning documents? What best practices can guide family offices in building a tech infrastructure? When does it make sense to hire senior philanthropic support staff? How do governance and education go hand-in-hand in preparing the next generation? Gain these and other insights in the 2024 fourth edition of the UBS Family Office Quarterly.

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31:01

Long-term compensation strategies for FO Executives (Part 2)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, Family Office Design and Governance Strategist, continue their exploration of common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

28:19

Long-term compensation strategies for FO Executives (Part 1)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, Family Office Design and Governance Strategist, discuss common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

33:05

The role of family governance in educating the next generation

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talks with Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

33:05

The role of family governance in educating the next generation

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talk with Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

12:32

Moving organizations toward their North Star

Charles Soriano, Operating Partner at Humankind Capital, speaks with Leora Zach, CFA, Client Solution Specialist with UBS Family Office Solutions about the North Star strategic planning framework that can guide family offices in defining and advancing toward long-term goals.

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