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Mark Tepsich — Executive Director · UBS · New York, New York, United States.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
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Experience
Executive DirectorCurrent
UBS · New York, New York, United States
Mar 2022 – Present
Advise families and family office executives on the building, designing and scaling their family office. This includes business plan, service delivery model, tech stack and human capital compensation considerations. Engaged in family office and family business governance advising for multi-generational families. Includes building investment committees, family office councils and business board of directors.
Head and Director of Family Office Services
Next Capital Management LLC · New York, New York
Oct 2018 – Mar 2022
Designed, built and mobilized the Family Office infrastructure to advance each client’s unique vision, mission, goals and objectives. Engaged in income tax advisory, pre-sale and liquidity event planning, philanthropic advisory, wealth transfer and estate planning and facilitated family meetings.
Education
- Case Western Reserve University School of Law — J.D., Law · 2007 – 2010
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