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

12/01/2025

Art Advisory: The Art of Protection - A Conversation About Fine Art Insurance

When does it make sense to have a dedicated policy for your fine art collection? Should you itemize your artworks? How should you approach valuation? Bradly Taylor of HUB International joins Matthew Newton, Head of UBS Art Advisory Americas, to discuss top questions collectors have around fine art insurance, especially in light of the 2025 LA wildfires and nationwide floods.

41 min
12/01/2025

Family Offices: 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 UBS Client Specialist Kristen Liller.

23 min
11/03/2025

Family Offices: Cyber security for Family Offices: Safeguarding Wealth in a Digital World

In honor of Cyber security Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cyber security and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face, from fragmented digital footprints to personal device risks, and offer actionable strategies to build a robust cyber security framework. Whether you're just beginning to explore cyber security or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.

22 min
08/20/2025

Advanced Planning: A Look at the 2025 Planning Guide

Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.

11 min
08/20/2025

Advanced Planning: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, sit down with Dan Cassidy to discuss what makes planning for the LGBTQ community unique.

19 min
01/06/2025

Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 2)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.

31 min
01/05/2025

Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 1)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.

28 min
01/04/2025

Family Offices: 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 UBS 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 min

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