In conversation

There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Agreus co-founders Paul Westall and Tayyab Mohamaed to take a deeper dive into long-term compensation from the perspectives of family offices, employees and candidates.

Mark Tepsich, Family Office Design and Governance Strategist, talks with Judi Galst, Managing Director of Private Clients for Henley & Partners, about Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, and MaryAnn Bell, Partner at Wingspan Legacy Partners, discuss how non-family member employees and executives navigate their role in family offices and family businesses; In short, how non-family members in a family enterprise navigate family dynamics.

Shawna Hamilton, Senior Strategist on the UBS 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...

Liam McCormick, Senior Strategist for UBS 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....

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 tra...

Sarah Salomon, Head of UBS 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, s...

Sarah Salomon, Head of UBS 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 bene...

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...

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 hop...

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 s...

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 busines...

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 school...

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.