10 FAMILY OFFICE MYTHS EXPOSED

About this episode

This episode exposes and debunks 10 myths surrounding family offices and their governance.

In this episode, 10 Family Office Myths exposed (and debunked). https://youtu.be/j1cgcZZcRBM Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠https://thepodcastconsultant.com⁠ ) Welcome back and Happy New Year on the Wealth Actually podcast. I’m Frazer Rice. We have a fun show today where we talk about 10 myths in the family office space. Mark Tepsich, who runs the family office governance practice at UBS is here as we dish into the ideas and concepts that are misunderstood in the family office world. Summary This conversation delves into the complexities and myths surrounding family offices, exploring their structure, governance, and the unique challenges they face in wealth management. The discussion highlights the importance of understanding the specific needs of families and the role of family offices in managing complexity and preserving wealth across generations. It also addresses common misconceptions about family offices, including their necessity, governance, and their relationship with institutional investors. Takeaways Family offices are established to manage complexity in wealth. Not all family offices are the same…

People in this episode

Host: Frazer Rice

Guest: Mark Tepsich

Topics covered

• family offices
• wealth management
• myths
• governance
• investing
• complexity

Keywords

• family office
• wealth preservation
• governance frameworks
• myths
• investors
• outsourcing

Mentioned in this episode

Organizations: UBS, The Podcast Consultant

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