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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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.
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.
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.
20 Aug 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.
20 Aug 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.
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