DiscoverUBS On-Air: ConversationsThe Role of a Family Office Expert Generalist
The Role of a Family Office Expert Generalist

The Role of a Family Office Expert Generalist

Update: 2024-08-16
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Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness of every aspect of a family office, from the balance sheet to the family’s values.
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The Role of a Family Office Expert Generalist

The Role of a Family Office Expert Generalist