O’Leary Partners Observations
Welcome to The O’Leary Partners’ Observations (OPO) — a dynamic podcast series featuring unique insights from influential Floridian professionals, UBS thought leaders, and other distinguished voices within the O’Leary Partners’ network. Each month, we dive into thought-provoking topics designed to spark “aha!” moments, offering fresh perspectives to inspire both your personal growth and professional success. Contact information: O’Leary Partners, 100 SE Second Street, 25th Floor, Miami, FL, 33131, gabrielle.oleary@ubs.com, 305-536-9241
02 Jul 2026
Civility Wins: Family, Finances & Moving Forward
Divorce is more than a legal process–it's a major life transition. In this episode, Gabrielle O'Leary sits down with family law attorney and mediator Kristen Goss to explore how civility, collaboration, and thoughtful planning can help families navigate change with confidence. Together, they discuss co-parenting, financial decision making, rebuilding after divorce, and why the best outcomes often come from a team approach. Whether you’re experiencing a family transition yourself or advising those who are, this conversation offers practical insights for moving forward with clarity and purpose.
06 Mar 2026
Beyond the Balance Sheet: Women, Wealth and the Power of Confidence
Women are building more wealth than ever–but the financial decisions behind it are more nuanced than they appear. In honor of International Women’s Day and Women’s History Month, I sit down with Carey Shuffman, Head of Women’s Wealth at UBS, to explore confidence, clarity, and intention evolve as women grow in their careers, businesses, and leadership. Drawing on insights from UBS’s Own Your Worth research, we discuss the moments women pause, what they truly value in an advisory relationship, and how financial confidence can unlock greater influence, optionality, and impact.
18 Dec 2025
Year-End Planning for Global Families: Domestic Moves with an International Perspective
In this episode of The O'Leary Partners Observations Podcast, host Gabrielle O'Leary speaks with Harper Meyer estate planning attorneys Gustavo Negron and Gerry Gonzalez about the most important year-end planning steps for globally connected families. Together, they break down the key moves to consider before December 31, how today's tax environment is shaping planning for 2026, common cross-border pitfalls, and why strong collaboration between legal and financial advisors is essential for long-term success. Perfect for families balancing U.S. and international interests – and anyone looking to enter the new year aligned, organized, and prepared. Harper Meyer is not affiliated with UBS and guests’ views are their own. UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.
Contact information
Contact information
O’Leary Partners
1285 Avenue of the Americas
New York, NY 10020
