Listen to our podcasts for insights, ideas and interviews with leading experts and UBS UHNW specialists in family office design and governance, art advisory, philanthropy and wealth planning.

Family offices

Family offices

In conversation

Dive into topics related to the many dimensions of building and managing a family office.

Family Office Solutions

Family Offices

22:20

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.

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 UBS 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 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.

Art

In conversation

Tap insights into the art market and building a collection of lasting value.

Art Advisory

Art

41:07

Fine art insurance – what you need to know

When does it make sense to have a dedicated policy? Should you itemize your artworks? How should you approach valuation? Bradly Taylor of HUB International joins UBS Art Advisory Specialist Matthew Newton to discuss top questions collectors have around fine art insurance, especially in light of recent fires and floods. Gain timely guidance to safeguard your collection, whether you are a seasoned collector or just getting started.

29:43

Fine art storage and shipping

Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, joins Matthew Newton, UBS Art Advisory Specialist, to discuss the fine art shipping and storage industry. They highlight important considerations collectors often need to make when it comes to maintaining a collection.

34:09

LIVE Discussion at the Hammer Museum - Emerging art communities

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

39:16

LIVE Art Basel Miami Beach - Jeffrey Gibson

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by artist Jeffrey Gibson, curator Kathleen Ash-Milby and collector Becky Gochman. Centered on Gibson’s multidisciplinary practice, the group offers perspectives on how the curatorial and collecting roles contribute to the overall preservation and enrichment of indigenous culture. Gibson, a member of the Choctaw and Cherokee Nations, will represent the United States at the Venice Biennale in 2024 and his work was featured this year in the UBS Art Collection presentation in the UBS Lounge. Kathleen Ash-Milby is Curator of Native American Art, Portland Art Museum and co-commissioner of the US Pavilion at the 2024 Venice Biennale. Becky Gochman is a prominent private collector of contemporary indigenous art.

36:27

LIVE Art Basel Miami Beach - Gabriel de la Mora

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by Mexico City-based artist Gabriel de la Mora, who is best known for constructing technically complex artworks from found, discarded and obsolete objects. Alongside de la Mora, Matthew is joined by author and private collector, Dani Levinas, as well as Magali Arriola, Director of Museo Tamayo in Mexico City and Curator of the Meridians section at Art Basel Miami Beach. Through the lens of Gabriel’s work, the group explores the connectivity between artist, curator and collector.

Philanthropy

In conversation

Understand leading trends in philanthropic giving and gain guidance for creating meaningful legacies.

Family Advisory and Philanthropy Services

Philanthropy

25:23

Re:wild

Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, talks with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares the importance and power of partnerships to expand and amplify this mission. Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together.

40:01

Force Blue

Liam McCormick, Senior Strategist for UBS Family Advisory and Philanthropy Services, speaks with Force Blue Co-Founder Jim Ritterhoff and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems: the rapidly declining health of our planet’s marine resources and the difficulty combat veterans have in adjusting to civilian life. Jim and Roger share the importance of intentionality and a focused mission statement as Force Blue works to unite Special Operations veterans with the world of marine conservation for the betterment of both lives and the planet.

25:23

Bob Roth, David Lynch Foundation

Sabrina Parks, Business Associate on the Family Advisory and Philanthropy Services team, talks with Bob Roth, CEO of the David Lynch Foundation. The David Lynch Foundation helps prevent and eradicate the epidemic of trauma and toxic stress among at-risk populations through widespread implementation of the evidence-based Transcendental Meditation (TM) ® program. Bob has found passion and purpose in bringing TM to underserved inner-city students, veterans and abuse survivors with the goal of improving their health and cognitive abilities. He shares how the foundation has approached scale and evolved their strategy over time to achieve global impact.

27:45

Levitt Foundation

Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Levitt Foundation Board President Liz Levitt Hirsch and Founding Executive Director Sharon Yazowski. The Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to transition a family foundation, partner with local nonprofits and strategically approach sunsetting a private foundation.

21:54

Pete Kadens, Hope Chicago and Kadens Family Foundation

Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, speaks with Pete Kadens, serial entrepreneur and philanthropist. Co-Founder of Green Thumb Industries, Pete is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares his journey and what he has learned along the way, such as the importance of family philanthropy and having a well-defined mission statement.

Family advisory

In conversation

Gain insights into managing multigenerational wealth and legacy planning.

Family Advisory and Philanthropy Services

Family wealth

27:38

Tom Davidson, EVERFI

Tom Naratil, former Co-President UBS Global Wealth Management and President UBS Americas, and Tom Davidson, CEO and Founder of EVERFI, discuss the importance of financial education and creating financial literacy for all. Davidson founded EVERFI, a digital financial education company, with the mission of empowering individuals. He shares how he began living his legacy through EVERFI and achieved significant impact through the organization.

Advanced planning

In conversation

Explore wealth transfer, estate and tax planning strategies to optimize wealth across generations.

Advance Planning Group

Wealth planning

18:18

Planning for the LGBTQ Family

Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the LGBTQ family.

11:23

Planning Podcast Series: 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.

18:41

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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