Working with Family Offices
Tuesday, Jun 27, 2023
Registration Free Members
Join Matthew Newton, Director, Art Advisory Specialist, Family Office Solutions, UBS and Mark R. Tepsich, Executive Director, Family Office Design & Governance Strategist, Family Office Solutions, UBS for a moderated conversation to discuss family offices, and how appraisers can best work with them.
Members are encouraged to submit questions in advance.
Free - Members Only
1 CE Credit
Matthew Newton is a Director and Art Advisory Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100mm+ clients and family offices in partnership with Private Wealth Advisors. In this role, Matthew works with clients and their advisors on a consultative basis and as a thought partner to assess their needs and offer solutions through a suite of services focused on art collecting, collection management, art legacy, art historical education, due diligence processes, and risk management related to collecting. FOS Art Advisory seeks to assist ultra-high net worth clients with bespoke and custom advice to build and maintain exceptional art collections in context of their overall wealth management. Additionally, Matthew supports Private Wealth Advisors with customized art and collecting educational initiatives aimed at helping advisors connect meaningfully with clients in their passion asset.
Mark Tepsich joined UBS as the Family Office Advisory Specialist in the Family Office Solutions (FOS) team within Private Wealth Management. The Family Office Solutions team holistically serves $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, Mark serves as the in-house subject matter expert on the family office space and a thought-partner to families with significant wealth. He advises families across the Americas on family office organizational design, structure and governance as well as operational best practices and strategy to manage and sustain their wealth for future generations.
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