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.

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UHNW Advisory Americas

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

01 Apr 2026

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.

00:00
36:14

01 Dec 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.

00:00
23:03

01 Dec 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.

00:00
41:07

17 Nov 2025

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.

00:00
09:19

03 Nov 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.

00:00
22:20

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