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

Family Office Solutions

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

01 Apr 2024

Family Offices: Beyond Bloodlines - Strategies for Success in Family Enterprises

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, and MaryAnn Bell, Partner at Wingspan Legacy Partners, discuss how non-family member employees and executives navigate their role in family offices and family businesses; In short, how non-family members in a family enterprise navigate family dynamics.

00:00
42:05

05 Apr 2024

Family Offices: Alternative Investment Migration and Citizenship by Investment

Mark Tepsich, Family Office Design and Governance Strategist, talks with Judi Galst, Managing Director of Private Clients for Henley & Partners, about Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.

00:00
36:28

06 Apr 2024

Family Offices: How Family Offices Compensate Their Employees

There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Agreus co-founders Paul Westall and Tayyab Mohamaed to take a deeper dive into long-term compensation from the perspectives of family offices, employees and candidates.

00:00
19:43

07 Apr 2024

Family Offices: Family Office Technology

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, discusses family office technology architecture, build, and design strategies with InoGrate Founder and Chief Technology Officer Dr. Tania Neild.

00:00
34:53

25 Jun 2024

Family Offices: The Role of a Family Office Expert Generalist

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness of every aspect of a family office, from the balance sheet to the family's values.

00:00
31:27

Art

In conversation

Art Advisory

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

17 Apr 2026

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 Mathews, 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.

00:00
16:03

17 Apr 2026

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.

00:00
24:03

13 Apr 2026

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.

00:00
26:08

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

16 May 2024

Art Advisory: The Making of the Top 200 Collectors List

Head of UBS Art Advisory Americas, Matthew Newton, is joined by Sarah Douglas, Editor-in-chief of ARTnews, to discuss the 2023 Top 200 Collectors List, which was released this past September. The Top 200 Collectors List has been around since its first issue back in 1990 and has become a definitive source on some of the world's most active and important collectors since. In addition to identifying the top collectors globally, the list dives into their collecting habits and provides a view into some of the artworks they have been adding to their collections.

00:00
49:48

Philanthropy

In conversation

Family Advisory and Philanthropy Services

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

20 Feb 2024

Philanthropy: For our Shared Humanity with John Inserra

Liam McCormick, Senior Strategist for Family Advisory and Philanthropy Services, talks with John Inserra, Founder of For Our Shared Humanity. John walked 1,700 miles over 120 days from North Dakota to Texas on a trek he called Walking the Middle. Part of living his legacy, John's walk through 75 towns allowed him to concentrate on finding what we have in common.

00:00
21:33

20 Feb 2024

Philanthropy: J3 Foundation with Joe Blackstone

Speaking with Shawna Hamilton, Senior Strategist for Family Advisory and Philanthropy Services, Joe Blackstone discusses how his philanthropic journey parallels his entrepreneurial journey. After founding Blackstone Consulting Inc., an international service provider supporting nearly 6,000 employees, he and his wife Jamie Mohn created the J3 Foundation to help children in Los Angeles County schools stay on track.

00:00
24:53

20 Feb 2024

Philanthropy: Grameen America with Andrea Jung

Julie Binder, Senior Strategist for Family Advisory and Philanthropy Services, speaks with Andrea Jung, President and CEO of Grameen America. The longest-serving female chief executive in the Fortune 500, Andrea is a trailblazer and long-term champion for women. She shares her passion for Grameen America, a microfinance institution dedicated to helping women who live in poverty build small businesses to create better lives for their families.

00:00
35:38

20 Feb 2024

Philanthropy: Ticket to Dream with Dale and Katy Carlsen

Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, speaks with Dale Carlsen, Founder and CEO Emeritus of Ticket to Dream, and Dr. Katy Carlsen, Ticket to Dream Board Member. Dale and Katy discuss how they are living their legacy through their shared philanthropic passion for foster youth and Ticket to Dream, a nonprofit organization dedicated to providing hope and opportunity for foster children across the country.

00:00
29:00

20 Feb 2024

Philanthropy: Crimsonbridge Foundation with Danielle M. Reyes

Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Danielle M. Reyes, President and CEO of the Crimsonbridge Foundation, which takes an entrepreneurial approach to philanthropy to create social change. With over 25 years of experience in designing and leading innovative philanthropic programs and partnerships, Danielle provides insights on the right time to hire a professional to partner for your family's philanthropy, plus how to think through your legacy.

00:00
18:23

Family advisory

In conversation

Family Advisory and Philanthropy Services

Gain insights into managing multigenerational wealth and legacy planning.

14 May 2026

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.

00:00
14:12

20 Feb 2024

Family Advisory: EVERFI with Tom Davidson

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.

00:00
27:38

Advanced planning

In conversation

Advance Planning Group

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

28 May 2026

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

00:00
10:08

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

19 Aug 2025

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.

00:00
13:43

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.

00:00
18:41

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.

00:00
11:23

Explore more

Gain additional perspectives

Wealth planning

Sorry, there are no results matching your criteria.

Family Office

Sorry, there are no results matching your criteria.

Business succession

Sorry, there are no results matching your criteria.

Investment strategies

Sorry, there are no results matching your criteria.

Philanthropy and purpose

Sorry, there are no results matching your criteria.

Networking and events

Sorry, there are no results matching your criteria.

Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a UBS client

Approval code: 20250728-4697500 Expiration: 7/28/2026