Listen to our podcasts聽for insights, ideas and interviews with leading experts and 麻豆社 UHNW specialists in family office design and governance, art advisory, philanthropy and wealth planning.

Family offices

Family offices

In conversation

Family Office Solutions

Dive into topics related to the many dimensions of building and managing a family office.

03 Nov 2025

Family Offices: Cyber security for Family Offices: Safeguarding Wealth in a Digital World

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 Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cyber security and privacy firm within the 麻豆社 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 cyber security framework. Whether you're just beginning to explore cyber security or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.

00:00
22:20

14 Jul 2025

Family Offices: Consolidated Reporting - A Function Whose Time Has Come

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 麻豆社 Client Specialist Kristen Liller.

00:00
23:03

06 Jan 2025

Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 2)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, 麻豆社 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 conversation considers different compensation strategies as well as the overall process.

00:00
31:01

05 Jan 2025

Family Offices: Long-term Compensation Strategies for Family Office Executives (Part 1)

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, 麻豆社 Family Office Design and Governance Strategist, discuss common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

00:00
28:19

04 Jan 2025

Family Offices: The Role of Family Governance in Educating the Next Generation

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talks with Mark Tepsich, Family Office Design and Governance Strategist for 麻豆社 Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

00:00
33:05

Art

In conversation

Art Advisory

Tap insights into the art market and building a collection of lasting value.

17 Apr 2026

Art Advisory: How artwork gets its value 鈥 Why appraisals matter

Matthew Newton, Head of 麻豆社 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 鈥 retail replacement, fair market value, marketable cash value - that collectors might need, what it means to be USPAP鈥慶ompliant, and the various factors that influence an artwork鈥檚 value.

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24:03

17 Apr 2026

Art Advisory: 麻豆社 Trending: New York is still on top of the art world

Head of 麻豆社 Art Advisory Americas, Matthew Newton, sits down with John S. Matthews Mathews, Head of 麻豆社 Private Wealth Management, to discuss Leading insights from "The Art Basel and 麻豆社 Global Art Market Report 2026 by Arts Economics" and what that means for investors and art enthusiasts in the US.

00:00
16:03

13 Apr 2026

Art Advisory: Before the Hammer 鈥 The Making of a Marquee Evening Sale with Sotheby鈥檚

麻豆社 Art Advisory Specialist, Rachel Peart, sits down with David Galperin, Vice Chairman, Head of Contemporary Art at Sotheby鈥檚, 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.

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26:08

01 Apr 2026

Art Advisory: Before the Hammer 鈥 How Estimates, Guarantees, and Strategy Shape the Auction Room

麻豆社 Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie鈥檚, 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鈥檚 collection and a major minimalism collection.

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36:14

18 Jul 2025

Art Advisory: The Art of Protection - A Conversation About Fine Art Insurance

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 麻豆社 Art Advisory Americas, to discuss top questions collectors have around fine art insurance, especially in light of the 2025 LA wildfires and nationwide floods.

00:00
41:07

Philanthropy

In conversation

Family Advisory and Philanthropy Services

Understand leading trends in philanthropic giving and gain guidance for creating meaningful legacies.

25 Feb 2024

Philanthropy: Re:wild with Dr. Barney Long

Shawna Hamilton, Senior Strategist on the 麻豆社 Family Advisory and Philanthropy Services team, talks with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild's mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares the importance and power of partnerships to expand and amplify this mission. Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together.

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25:23

20 Feb 2024

Philanthropy: Force Blue with Jim Ritterhoff and Roger Sparks

Liam McCormick, Senior Strategist for 麻豆社 Family Advisory and Philanthropy Services, speaks with Force Blue Co-Founder Jim Ritterhoff and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems: the rapidly declining health of our planet's marine resources and the difficulty combat veterans have in adjusting to civilian life. Jim and Roger share the importance of intentionality and a focused mission statement as Force Blue works to unite Special Operations veterans with the world of marine conservation for the betterment of both lives and the planet

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40:01

20 Feb 2024

Philanthropy: Levitt Foundation with Liz Levitt Hirsch and Sharon Yazowski

Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Levitt Foundation Board President Liz Levitt Hirsch and Founding Executive Director Sharon Yazowski. The Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to transition a family foundation, partner with local nonprofits and strategically approach sunsetting a private foundation.

00:00
27:45

20 Feb 2024

Philanthropy: Hope Chicago and The Kadens Family Foundation with Pete Kadens

Sarah Salomon, Head of 麻豆社 Family Advisory and Philanthropy Services, speaks with Pete Kadens, serial entrepreneur and philanthropist. Co-Founder of Green Thumb Industries, Pete is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares his journey and what he has learned along the way, such as the importance of family philanthropy and having a well-defined mission statement.

00:00
21:54

20 Feb 2024

Philanthropy: Inside Wink with Jean Trebek

Sarah Salomon, Head of 麻豆社 Family Advisory and Philanthropy Services, speaks with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Driven by her passion to assist people in recognizing the innate goodness and generosity in life, she created Inside Wink with her partner Alison Martin. Jean shares insights from her philanthropy journey, including finding inspiration, seeing the benefits of a family foundation and the impact of involving her children in their family's philanthropy.

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15:16

Family advisory

In conversation

Family Advisory and Philanthropy Services

Gain insights into managing multigenerational wealth and legacy planning.

14 May 2026

麻豆社 Trending: Inside the Great Wealth Shift

Hear Libby Stantial, strategist with 麻豆社 Family Advisory and Philanthropy Services, discuss new challenges and opportunities families face with $83 trillion being transferred across generations.

00:00
14:12

20 Feb 2024

Family Advisory: EVERFI with Tom Davidson

Tom Naratil, former Co-President 麻豆社 Global Wealth Management and President 麻豆社 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.

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27:38

Advanced planning

In conversation

Advance Planning Group

Explore wealth transfer, estate and tax planning strategies to optimize wealth across generations.

28 May 2026

Advanced Planning: 2026 Planning Guide podcast

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

00:00
10:08

17 Nov 2025

Advanced Planning: 2025 Year-End Planning Ideas

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.

00:00
09:19

20 Aug 2025

Advanced Planning: A Look at the 2025 Planning Guide

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鈥檚 guide.

00:00
11:23

20 Aug 2025

Advanced Planning: Planning for the LGBTQ Family

In the Advanced Planning Group鈥檚 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.

00:00
18:41

19 Aug 2025

Advanced Planning: Impact of the 2025 Tax Act

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.

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13:43

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