Folgen

  • Planning Podcast Series: Year-end planning strategies

    Planning Podcast Series: Year-end planning strategies
    Nov 17 2025
    Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy
    Mehr anzeigen Weniger anzeigen
    9 Min.
  • Top of the Morning: Year-end planning priorities - Retirement and tax strategies

    Top of the Morning: Year-end planning priorities - Retirement and tax strategies
    Nov 5 2025
    Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy
    Mehr anzeigen Weniger anzeigen
    20 Min.
  • Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

    Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World
    Oct 31 2025
    In honor of Cybersecurity 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 cybersecurity 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 cybersecurity framework. Whether you're just beginning to explore cybersecurity or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.
    Mehr anzeigen Weniger anzeigen
    22 Min.
  • Sustainable Investing: Themes in focus, Portfolio construction, Climate Week

    Sustainable Investing: Themes in focus, Portfolio construction, Climate Week
    Sep 29 2025
    A look at longer-term investment themes, portfolio construction considerations, and how to measure climate impact. Pus, a look at critical conversations had during Climate Week in New York. Featured is Tiffany Agard, Sustainable and Impact Investing Strategist, UBS CIO Global Investment Management, & Jens Peers, CIO of Sustainable Equities, Mirova.
    Mehr anzeigen Weniger anzeigen
    21 Min.
  • The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy

    The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy
    Aug 19 2025
    Discover how the One Big Beautiful Bill (OBBB) is reshaping philanthropy. Host Isaac Chota (UBS) and guest Gil Nusbaum (National Philanthropic Trust) discuss new charitable giving rules like the 0.5% AGI threshold, a 35% cap on itemized deductions, updates to corporate giving and SALT limits, and the evolving role of donor-advised funds. Learn what these changes mean for donors and advisors. Featured: Isaac Chota, Donor Advised Fund Product Manager, and Gil Nusbaum, Chief Administrative and Legal Officer, National Philanthropic Trust.
    Mehr anzeigen Weniger anzeigen
    15 Min.
  • Planning topics to consider after the One Big Beautiful Bill Act

    Planning topics to consider after the One Big Beautiful Bill Act
    Aug 18 2025
    Advanced Planning Senior Wealth Strategists, Jacqueline Denton and Laura Chooljian 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.
    Mehr anzeigen Weniger anzeigen
    14 Min.
  • The Family Office Participation Plan

    The Family Office Participation Plan
    Jul 30 2025
    In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is based off an article Josh recently wrote for the UBS Family Office Quarterly.
    Mehr anzeigen Weniger anzeigen
    25 Min.
  • Macro Monthly Podcast with UBS Asset Management

    Macro Monthly Podcast with UBS Asset Management
    Jul 28 2025
    Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01
    Mehr anzeigen Weniger anzeigen
    14 Min.