The superrich; what do they really want/need and what do they actually do about it.
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The superrich; what do they really want/need and what do they actually do about it.
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Mark Tepsich is the Family Office Design and Governance Strategist at UBS advising families across the Americas on family office design, structure, governance and operational best practices.
Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm where he built and lead the firm’s family office solutions practice. There, he advised families on family office structuring, tax, estate planning, philanthropy and family governance initiatives. He also advised several families on liquidity event planning as part of the sale of their operating business.
Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. While there, he advised on the family’s business transactions, family office structuring, governance design, personal, estate and income tax issues, as well as investment due diligence and real estate development.