The Family Office Participation Plan

UBS On-Air: Conversations
30/07/2025 24 min

Listen "The Family Office Participation Plan"

Descargar episodio

Episode Synopsis

In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is based off an article Josh recently wrote for the UBS Family Office Quarterly.

More episodes of the podcast UBS On-Air: Conversations

Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World 31/10/2025
Sustainable Investing: Themes in focus, Portfolio construction, Climate Week 29/09/2025
The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy 19/08/2025
Planning topics to consider after the One Big Beautiful Bill Act 18/08/2025
Macro Monthly Podcast with UBS Asset Management 28/07/2025
Around the Horn: Fixed Income Roundtable with UBS Asset Management 28/07/2025
Macro Monthly Podcast with UBS Asset Management 29/06/2025
In conversation: Consolidated Reporting: A function whose time has come 26/06/2025
Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle 18/06/2025
Planning Podcast Series: Planning for the LGBTQ Family 05/06/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA