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UHNW Advisory Americas

Dive into insights on family offices, art, philanthropy and wealth planning.

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Episodios

41 episodios

  1. Beyond the ballpark: Leadership and strategy in team ownership 27:09
  2. Building the next generation of family office talent 41:05
  3. Advanced Planning: 2026 Planning Guide podcast 10:08
  4. UBS Trending: Inside the Great Wealth Shift 14:12
  5. Art Advisory: How artwork gets its value – Why appraisals matter 24:03
  6. Art Advisory: UBS Trending: New York is still on top of the art world 16:03
  7. Art Advisory: Before the Hammer – The Making of a Marquee Evening Sale with Sotheby’s 26:08
  8. Art Advisory: Before the Hammer – How Estimates, Guarantees, and Strategy Shape the Auction Room 36:14
  9. Advanced Planning: 2025 Year-End Planning Ideas 9:19
  10. Advanced Planning: Impact of the 2025 Tax Act 13:43
  11. Philanthropy: For our Shared Humanity with John Inserra 21:33
  12. Philanthropy: J3 Foundation with Joe Blackstone 24:53
  13. Philanthropy: Grameen America with Andrea Jung 35:38
  14. Family Advisory: EVERFI with Tom Davidson 27:38
  15. Philanthropy: Ticket to Dream with Dale and Katy Carlsen 29:00
  16. Philanthropy: Crimsonbridge Foundation with Danielle M. Reyes 18:23
  17. Philanthropy: Inside Wink with Jean Trebek 15:16
  18. Philanthropy: Hope Chicago and The Kadens Family Foundation with Pete Kadens 21:54
  19. Philanthropy: Levitt Foundation with Liz Levitt Hirsch and Sharon Yazowski 27:45
  20. Philanthropy: Force Blue with Jim Ritterhoff and Roger Sparks 40:01
  21. Philanthropy: Re:wild with Dr. Barney Long 25:23
  22. Family Offices: Beyond Bloodlines - Strategies for Success in Family Enterprises 42:05
  23. Family Offices: Alternative Investment Migration and Citizenship by Investment 36:28
  24. Family Offices: How Family Offices Compensate Their Employees 19:43
  25. Family Offices: Family Office Technology 34:53
  26. Art Advisory: The Making of the Top 200 Collectors List 49:48
  27. Art Advisory: The Emily Fisher Landau Sale at Sotheby's and the Estate Consignment Process 35:51
  28. Art Advisory: Art Basel Miami Beach - In Conversation with Gabriel de la Mora (LIVE) 36:27
  29. Art Advisory: Art Basel Miami Beach - In Conversation with Jeffrey Gibson (LIVE) 39:16
  30. Art Advisory: The Hammer Museum and LA's Emerging art communities (LIVE) 34:09
  31. Family Offices: The Role of a Family Office Expert Generalist 31:27
  32. Art Advisory: Fine Art Shipping and Storage with Fritz Dietl 29:43
  33. Family Offices: The General Counsel and its Value Add to a Family Office 31:53
  34. Family Offices: The Role of Family Governance in Educating the Next Generation 33:05
  35. Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 1) 28:19
  36. Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 2) 31:01
  37. Advanced Planning: Planning for the LGBTQ Family 18:41
  38. Advanced Planning: A Look at the 2025 Planning Guide 11:23
  39. Family Offices: Cyber security for Family Offices: Safeguarding Wealth in a Digital World 22:20
  40. Art Advisory: The Art of Protection - A Conversation About Fine Art Insurance 41:07
  41. Family Offices: Consolidated Reporting - A Function Whose Time Has Come 23:03