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Third Quarter 2025

Our latest edition of the ÃÛ¶¹ÊÓÆµ Family Office Quarterly features articles and conversations with specialists from ÃÛ¶¹ÊÓÆµ as well as leading experts. Explore insights on the multiple dimensions of starting and managing a family office.

Highlights

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What are the basic legal protections that a minority investor in sports teams should consider? What robust resources are being ushered in by family office 3.0? How to structure cash holdings for optimal management? What you need to know about flying private. How can you create effective family meetings that address a family’s complete wealth? What’s the next career move for seasoned family office leaders? Gain these and other insights in the 2025 second edition of the ÃÛ¶¹ÊÓÆµ Family Office Quarterly.

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ÃÛ¶¹ÊÓÆµ Family Office

23:03

In conversation: Consolidated Reporting: A function whose time has come

Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving and more with ÃÛ¶¹ÊÓÆµ Client Specialist Kristen Liller.

31:01

Long-term compensation strategies for FO Executives (Part 2)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, Family Office Design and Governance Strategist, continue their exploration of common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

28:19

Long-term compensation strategies for FO Executives (Part 1)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, Family Office Design and Governance Strategist, discuss common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

33:05

The role of family governance in educating the next generation

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talks with Mark Tepsich, Family Office Design and Governance Strategist for ÃÛ¶¹ÊÓÆµ Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

33:05

The role of family governance in educating the next generation

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talk with Mark Tepsich, Family Office Design and Governance Strategist for ÃÛ¶¹ÊÓÆµ Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

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