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Dive into insights on family offices, art, philanthropy and wealth planning.

  1. 28 may

    Advanced Planning: 2026 Planning Guide podcast

    Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

  2. 14 may

    UBS Trending: Inside the Great Wealth Shift

    Hear Libby Stantial, strategist with UBS Family Advisory and Philanthropy Services, discuss new challenges and opportunities families face with $83 trillion being transferred across generations.

  3. 17 abr

    Art Advisory: How artwork gets its value – Why appraisals matter

    Matthew Newton, Head of UBS Art Advisory Americas, sits down with Linda Selvin, Executive Director of the Appraisers Association of America, to discuss why appraisals matter throughout the lifecycle of a collection. The conversation addresses the key types of appraisals – retail replacement, fair market value, marketable cash value - that collectors might need, what it means to be USPAP‑compliant, and the various factors that influence an artwork’s value.

  4. 17 abr

    Art Advisory: UBS Trending: New York is still on top of the art world

    Head of UBS Art Advisory Americas, Matthew Newton, sits down with John S. Matthews, Head of UBS Private Wealth Management, to discuss Leading insights from "The Art Basel and UBS Global Art Market Report 2026 by Arts Economics" and what that means for investors and art enthusiasts in the US.

  5. 14 abr

    Art Advisory: Before the Hammer – The Making of a Marquee Evening Sale with Sotheby’s

    UBS Art Advisory Specialist, Rachel Peart, sits down with David Galperin, Vice Chairman, Head of Contemporary Art at Sotheby’s, to explore how a marquee evening sale is built. From sourcing trophy works to managing strategy, Rachel and David bring awareness to the multitude of consideration that are refined before an auctioneer takes the podium. Together, they explore how an evening sale is built, curated, and refined. And lastly, David highlights insights into the upcoming May 2026 auctions, including the impressive Robert Mnuchin: Collector at Heart evening sale.

  6. 2 abr

    Art Advisory: Before the Hammer – How Estimates, Guarantees, and Strategy Shape the Auction Room

    UBS Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie’s, to dive deeper on how auction estimates, reserves, and guarantees are set and used strategically. They examine bidder psychology and key valuation factors supported by notable examples. The episode closes with spring 2026 season highlights, led by three works from Agnes Gund’s collection and a major minimalism collection.

  7. 19 mar

    Advanced Planning: 2025 Year-End Planning Ideas

    Dan Cassidy hosts Jennifer Lan and Chelsea Rubio, who discuss an assortment of year-end planning ideas. Jennifer is a Senior Wealth Strategist based in Dallas. Chelsea is a Senior Wealth Strategist based in Washington, D.C.

  8. 19 mar

    Advanced Planning: Impact of the 2025 Tax Act

    Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes. Jacqueline is a Senior Wealth Strategist based in Nashville, and Laura is Senior Wealth Strategist based in Los Angeles.

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Dive into insights on family offices, art, philanthropy and wealth planning.

Información

  • Creador
    UHNW Advisory Americas
  • Años de actividad
    2026
  • Episodios
    39
  • Clasificación
    Apto
  • Copyright
    © UBS AG
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    In conversation