In conversation

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.

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.

Head of UBS Art Advisory Americas, Matthew Newton, sits down with John S. Matthews, 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, talks with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild's mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares the importance and power of partnerships to expand and amplify this mission. Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together.

Liam McCormick, Senior Strategist for UBS Family Advisory and Philanthropy Services, speaks with Force Blue Co-Founder Jim Ritterhoff and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems: the rapidly declining health of our planet's marine resources and the difficulty combat veterans have in adjusting to civilian life. Jim and Roger share the importance of intentionality and a focused mission statement as Force Blue works to unite Special Operations veterans with the world of marine conservation for the betterment of both lives and the planet.

Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Levitt Foundation Board President Liz Levitt Hirsch and Founding Executive Director Sharon Yazowski. The Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to transition a family foundation, partner with local nonprofits and strategically approach sunsetting a private foundation.

Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, speaks with Pete Kadens, serial entrepreneur and philanthropist. Co-Founder of Green Thumb Industries, Pete is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares his journey and what he has learned along the way, such as the importance of family philanthropy and having a well-defined mission statement.

Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, speaks with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Driven by her passion to assist people in recognizing the innate goodness and generosity in life, she created Inside Wink with her partner Alison Martin. Jean shares insights from her philanthropy journey, including finding inspiration, seeing the benefits of a family foundation and the impact of involving her children in their family's philanthropy.

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.

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.

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.

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.

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.

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.