Mark Tepsich, UBS Family Office Design & Governance Strategist, returns to Lightning in a Bottle to unpack the concept of Family Office 3.0—the next phase in the evolution of wealth management for the ultra-affluent. We look back at how the family office model has changed over the years and dig into why a more robust, resource-rich approach is taking hold. From families managing wealth outside the $500M+ tier to those navigating life after a liquidity event, we’ll break down how investment opportunities, governance structures, and strategic planning are shifting. We also explore how the rise of Family Office 3.0 is reshaping the investor landscape—not just for families, but for the portfolio companies they back.

Episode ID: 1000709174652

GUID: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/atx-group/episode-32-the-shift-to-family-office.mp3

Release Date: 20/05/2025, 23:57:00