Dive into topics related to the many dimensions of building and managing a family office.
In conversation
Claim This Podcastby Family Office Solutions
13 episodes
Updated Daily
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Podcast Overview
Dive into topics related to the many dimensions of building and managing a family office.
Language
🇺🇲
Publishing Since
3/31/2024
1 verified contact email on file for In conversation
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Recent Episodes
November 3, 2025
Cyber security for Family Offices: Safeguarding Wealth in a Digital World
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 or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.
August 22, 2025
In conversation: Consolidated Reporting: A function whose time has come
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.
January 6, 2025
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.
13 total episodes available
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This podcast updates daily.
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