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.