UBS Family Office Quarterly

Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management

We take a look at potential market implications of the most likely election outcomes.

We also dive deeper into the impact of the election on a tense geopolitical landscape and share ways to prepare for potential tax changes.

Todd D. Mayo, Senior Wealth Strategist, UBS Advanced Planning Group

Under the Corporate Transparency Act, many family offices and other family-controlled entities must report information about their beneficial owners—the individuals who directly or indirectly own or control the entity.

Family offices should consider developing policies and procedures for collecting and reporting the relevant information to ensure compliance.

Kyler Gilbert, Vice President and Consultant, Business Consulting Resources

The interplay between generations within a family business is a dynamic and evolving process.

Whether you are a family member or an outside advisor, successfully navigating this complex landscape involves fostering open communication, embracing change and recognizing the value of diverse perspectives between the now and next generations.

Mark R. Tepsich, Family Office Design and Governance Strategist, UBS Family Office Solutions

Many families recognize the importance of involving the next generation, yet lack an articulated strategy and often turn to the family office to engage the next generation.

A thoughtful engagement strategy can help better equip next gen family members to effectively navigate the family enterprise and the complex world in which it operates.

Tania Neild, Chief Technology Officer, InfoGrate

With advances in cloud computing and Software as a Service (SaaS, ) going serverless is now currently viewed as best practice for a host of reasons.

The decision to go serverless is an important one and family offices should conduct a careful evaluation before pulling the trigger—particularly focusing on the office’s files/data and the offices technology stack.

Eskor Edem, Director, Major, Lindsay & Africa

In a multigenerational family office, the decision to enlist a GC arises from the need to navigate complexity.

Serving as both a legal expert and strategic advisor, the GC harmonizes external expertise with internal dynamics, seamlessly blending legal, strategic and familial considerations.

Leora Zach, CFA, Client Solution Specialist, UBS Family Office Solutions Jennifer Neundorfer, Founding Partner, January Ventures

Our Family Office Solutions podcast features a conversation with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that looks to invest in pre-seed startups.

Jennifer shares her experience and discusses important questions and considerations to help family offices evaluate prospective funds.