Family Office Conversations
Listen in as we discuss timely and relevant topics with leading experts
UBS Family Office
Moving organizations toward their North Star
12:32Charles 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.
The role of family governance in educating the next generation
33:05Kirby 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.
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.