In conversation

Dive into topics related to the many dimensions of building and managing a family office.

In conversation is a news podcast hosted by Family Office Solutions, with 11 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Family Office Solutions hosts In conversation, a news show with 11 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  In conversation

  Family Offices: Cyber security for Family Offices: Safeguarding Wealth in a Digital World

  Nov 3, 202522 minS0

  In honor of Cyber security Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cyber security and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face, from fragmented digital footprints to personal device risks, and offer actionable strategies to build a robust cyber security framework. Whether you're just beginning to explore cyber security...

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  In conversation

  Family Offices: Consolidated Reporting - A Function Whose Time Has Come

  Jul 14, 202523 minS0

  Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving and more with UBS Client Specialist Kristen Liller.

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  In conversation

  Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 2)

  Jan 6, 202531 minS0

  Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.

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  In conversation

  Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 1)

  Jan 5, 202528 minS0

  Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.

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  In conversation

  Family Offices: The Role of Family Governance in Educating the Next Generation

  Jan 4, 202533 minS0

  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.

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