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Session A

Finding Your Why: The Role of a Family Office for Founders

Presented By: UBS

Join an inspiring fireside chat with a seasoned serial entrepreneur and investor as we unravel the profound journey of discovering his "why." This engaging conversation that includes a family wealth advisor will delve into the intricacies of building businesses, navigating market gaps, and strategically crafting generational wealth—including the creation of a family office. Attendees will glean actionable strategies, firsthand experiences, and a roadmap to help them better align passion with profit, fostering not just success, but a lasting legacy. Join us as we navigate one person’s blueprint to transcend the ordinary in the world of business and wealth creation.

Moderator:

James Jack
Managing Director, Head of the Business Owners and Multigenerational Wealth Client Segments
UBS
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Panelists:

Rob Bellenfant
Founder & CEO, TechnologyAdvice
Founder & CEO, 615 Ventures
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Mark Tepsich
UBS Family Office Design & Governance Strategist
UBS
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Conference Location

6201 Hickory Valley Road
Nashville, TN 37205
Tel: (615) 352-6591