Claim OwnershipThrough the Wealth Lens
Subscribed: 0Played: 0
Subscribe
© UBS AG
Description
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
39 Episodes
Reverse
Hannes and Max are joined by entertainment attorney and partner at Greenberg Traurig, Paul Sarker, who discusses recent, major updates with Name Image and Likeness (NIL) in the world of college sports, what these recent changes in legislation mean for both the NCAA and student-athletes, and some of the biggest points student-athletes and their families should be aware of moving forward.
Hannes and Max are joined by UBS Wealth Management Americas Chief Equity Strategist David Lefkowitz, who provides an update on UBS’ view of global markets and the economy in light of recent developments regarding tariffs, artificial intelligence, and inflation, and where recent data points to in the months ahead.
Hannes and Max are joined by UBS’ Family Office Design and Governance Specialist, Mark Tepsich, who provides an update on some of the leading insights, thoughtful discussions, and experience-based practices across the many dimensions of managing a family office he and his group have seen in recent times.
Risk mitigation and wealth protection are two of the most important factors when constructing a financial plan for any client, especially those in the professional sports and entertainment industries. Athletes and entertainers are some of the most frequent users of private aviation, whether it’s on their own personal jet, a team plane, using jet cards, or chartering a flight for the next away game. There are various considerations involved in each of these scenarios, which is why the use of private aviation insurance is so important. Hannes and Max welcome on ultra-high net worth and aviation insurance advisor Samantha Money of The Baldwin Group to dive into why it’s so important and what athletes, entertainers, and any UHNW individual utilizing private aviation needs to consider before doing so.
From the time Through the Wealth Lens launched, the “human element” has come up time and time again when exploring various subjects in the wealth management and finance worlds. Hannes and Max welcome on author and private equity partner Gregory Mark Hill, who discusses his new book, “Samsara and Its Impact on the Entrepreneur’s Dreams”, which explores the “human element” and how it can be used to clear the roadblocks many entrepreneurs face when building a business, being part of a wonderful family, or simply creating joy in their lives.
Many established professional athletes deem it crucial to give back to the communities that have shaped them and help them reach the heights they work so hard to climb to. One of the most generous and dedicated athletes you can find across any professional sport is Jalen Brunson, All Star point guard and captain of the New York Knicks. In the years since Jalen emerged as one of the league’s superstars, he has made it a priority to establish his own charitable foundation, Second Round Foundation. However, although he always possessed the talent to be great on and off the court, the Jalen people know today was shaped by perseverance and hard work, something his parents instilled in him from the very start. Hannes and Max welcome on Jalen’s mother, Sandra Brunson, Co-Founder and CFO of Jalen’s Second Round Foundation, to discuss how she and Jalen go about successfully running SRF and advice she would give to other professional athletes to succeed in their own charitable ventures.
Selling your business isn’t as simple as signing a contract and handing over the keys. Without the right planning, a business owner could end up paying far more in taxes than he or she needs to or even leave money on the table in ways that weren’t anticipated. That’s why bringing in a tax attorney early on is crucial when selling a business. In our most recent episode, special guest and tax attorney Robert Finkel dives into these complexities and how he helps his clients navigate them.
When it comes to anyone with significant wealth, especially professional athletes and entertainers, the use of life and disability insurance is vital in protecting it for themselves and their families. In our latest episode of Through the Wealth Lens, Max welcomes on Zach Wolkstein, insurance advisor of The Balaban Group out of Los Angeles, to discuss the use of said insurance policies, the process he uses to assess the type of policies that fit a client’s situation best, and how he coordinates them with the client’s overall financial plan and other professionals in the client’s circle.
Just like many of our clients aren't familiar with all the financial jargon in our industry, many of us have felt lost in a conversation with our doctor or insurer. That’s because the healthcare system has its own language—full of jargon and subtext. A doctor saying, “we’ll monitor this,” might mean they’re unsure of the diagnosis. An insurer denying a claim might phrase it as, “this doesn’t meet medical necessity.” A doctor talking about "code status" to a family member who has a healthcare proxy for a loved one elicits a blank stare. Decoding these messages is critical. Hannes welcomes Dr. Gerda Maisel, private patient advocate and founder of MD Advisor, who helps clients and patients navigate these complexities in order to avoid mistakes that could be tremendously harmful.
Hannes and Max welcome on Wale Ogunleye, Head of UBS’ Sports and Entertainment segment, to discuss how he successfully transitioned from an 11-year career in the NFL to an executive role in the business world, and some key tips he’d give professional athletes today to succeed in their post-professional sports careers.
Max and Hannes welcome on fellow UBS advisors Bryant Shirreffs and Christian Foxen, who break down where risk management for college athletic programs and their players are heading in the constantly evolving world of NIL.
Hannes and Max welcome on guest expert and family attorney Paige Zandri (Artese Zandri PLLC) to discuss "girlfriend and boyfriend insurance" aka cohabitation agreements. Similar to prenups, Paige explains how they can be used to protect the wealth and image of ultra-high net worth individuals outside of marriage, specifically athletes and entertainers.
Hannes and Max welcome on guest experts Daniela Sassoun and Mark Mistovich, seasoned real estate advisors of Sotheby’s International, to discuss best practices for the affluent when considering a real estate transaction. Daniela and Mark talk about everything from the difference between a real estate broker and advisor to some of the biggest mistakes to avoid throughout the process.
Hannes and Max are joined by veteran real estate advisor to professional athletes and Founder/CEO of Distinct Concierge Sports & Entertainment Real Estate Firm, Rod Watson, to discuss some of the best practices professional athletes should take when considering a real estate purchase.
Hannes and Max welcome on expert entertainment attorney and partner at Greenberg Traurig, Paul Sarker, to discuss some of the key points college and high school athletes and their representatives should consider to navigate NIL compensation successfully.
Hannes and Max are joined by the head of UBS’ Business Owners segment, James Jack, to discuss the types of buyers business owners should evaluate when considering the sale of their company.
Hannes and Max are joined by two women who have dedicated their entire lives to their children: Daynia La-Force and Wendy Sparks. Both mothers of players in the NBA, Daynia and Wendy have used their experience in the professional sports world to found Courtside Moms Media, an organization created to assist the mothers, fathers, and families of professional basketball players navigate the many challenges these young pros coming into significant wealth face. Throughout the conversation, we discuss how CMM supports this community via educational panels, sharing the stories of different mothers via personal interviews, and the connections they’ve created along their own journeys. We also discuss how they’ve helped both of their sons give back to their communities, giving other aspiring young athletes the chance to leave their own mark on the world.
Hannes and Max are joined by expert risk advisor, Erin Luczak of USI Insurance Services, where they jump into some of the top discovery questions they ask athletes and entertainers when first working together (some are more unusual than you might think!).
Asset protection strategies can help people build a wall around their wealth that stops others from unjustly taking what’s theirs. But asset protection is tricky, technical stuff. Today we’re examining five asset protection mistakes that have the potential to blow up your wall of protection—and how to sidestep them.
When it comes to trust & estate planning for women certain demographic shifts indicate how important it is for women to have estate plans. Why? There is about a 90% probability that a woman will be managing her finances on her own at some point due to divorce or the death of her spouse, and, will be responsible not just for the ultimate disposition of her wealth if she is single, but for the ultimate disposition of her wealth and her spouse's wealth if she is married. Our guest today is Lara Sass, of boutique firm Sass & Associates LLP to discuss this important topic.
Comments
Download from Google Play
Download from App Store
United States