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UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer
UBS On-Air: Conversations
35 minutes 38 seconds
3 weeks ago
Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer
In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.
UBS On-Air: Conversations
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
