Advertise on podcast: In conversation

In this episode of Family Office in Focus, Mark Tepsich and Ben Pogue discuss Indiana University’s School of Law’s groundbreaking Family Office Program, the first law school initiative designed to prepare students for careers serving ultra-high-net-worth families. Their conversation explores the industry’s growing need for talent, the importance of trust, service, and emotional intelligence, and how family office internships create value for both students and the families they serve.

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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.

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.

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.

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.

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.

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.

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.

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.

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.