Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.

A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

Mark Tepsich, Family Office Design and Governance Strategist for 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.

We outline considerations when it comes to how to address company stock within a financial plan, including a review of risks, and guidance on how to navigate behavioral bias. Featured are Ainsley Carbone, Retirement Strategist, Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

This month’s episode focuses on the reasons for and benefits of investing in people, along with the opportunities and challenges that exist within this ever-evolving landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jennifer Anderson, Head of ESG with Lazard Asset Management. Host: Daniel Cassidy