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Dive into insights on family offices, art, philanthropy and wealth planning.
31 Episodes
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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.
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.
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.
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.
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.
Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.
Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS 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.
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.
Why should family offices have an in-house general counsel? What qualifications should family offices consider when seeking to hire an in-house general counsel? Eskor Edem, Director at Major & Africa, and Mike Gabrail, General Counsel at Crossroads Group, discuss these and other important dynamics of the general counsel in family offices with Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions.
Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, joins Matthew Newton, Head of UBS Art Advisory Americas, to discuss the fine art shipping and storage industry. Together, they highlight important considerations collectors often need to make when it comes to maintaining a collection.
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.
During Frieze Los Angeles week 2024, Matthew Newton, Head of UBS Art Advisory Americas, is joined in conversation at the Hammer Museum by Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach and Mary Rozell, Global Head of the UBS Art Collection. The group discusses emerging art communities using Los Angeles as a lens.
On site at Art Basel Miami Beach 2023, Matthew Newton, Head of UBS Art Advisory Americas, 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.
On site at Art Basel Miami Beach 2023, Matthew Newton, Head of UBS Art Advisory Americas, 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.
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.
Matthew Newton, Head of UBS Art Advisory Americas, is joined by Mari-Claudia Jimenez, Chairman, President, Americas, and Head of Global Business Development at Sotheby's, to discuss the headline sale of the fall 2023 auction season, the Emily Fisher Landau collection. One of the most substantial collections of 20th Century and contemporary art to go to auction, the sale this November provides a backdrop for families and individuals to learn about an important consideration in a collection's lifecycle: the estate consignment process.
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.
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.
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.
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.
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