In conversation
UHNW Advisory AmericasDive into insights on family offices, art, philanthropy and wealth planning.
| Publishes | Weekly | Episodes | 37 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Categories | NewsBusiness News | ||||
Listen to this Podcast
Latest Episodes
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 Speci... more
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 discu... more
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 Sp... more
Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, and Mark Tepsich, Family Office Design and Governance Strategist, address the critical importance of cybersecurity for family offices, highlighting the unique challenges... more
Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the LGBTQ family.
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 conv... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #135 |  United Kingdom/News/Business News |
Top Business News Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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How many episodes of In conversation are there?
In conversation launched 2 months ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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