Discover
Through the Wealth Lens
Through the Wealth Lens
Author: UBS advisor podcasts
Subscribed: 0Played: 1Subscribe
Share
© 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.
41 Episodes
Reverse
In this episode of Through the Wealth Lens, I sit down with Gregory Mark Hill, family office advisor, private equity partner and author of Samsara and Its Impact on the Entrepreneur’s Dream, to explore what really allows wealth to endure across generations. Gregory introduces his framework of the three balance sheets—financial capital, relationship capital and inner capital—and explains why successful wealth transfer requires far more than passing along assets. We discuss family values, belonging, leadership, resilience, communication and the importance of preparing the next generation for the responsibilities that come with wealth. One of the central ideas is simple but powerful: what we build within the next generation may ultimately matter as much as what we leave to them.
In today’s social media environment, especially with NIL deals reshaping the economics of sports, an athlete’s image is no longer just personal — it’s financial. It’s part of their business. And protecting that image is becoming just as important as protecting any other asset. In this episode of “Through the Wealth Lens” , we will share some important tips from entertainment lawyer, Brandon Lepoldus, to protect those assets.
Hannes and Max welcome Katy Homburger Mickelson, divorce and family law partner at Beermann LLP in Chicago. Katy shares insights from her work with high-performing athletes and executives, explaining how she helps clients navigate crises and unfamiliar situations—and why it’s not only acceptable, but often essential, to seek guidance from another expert when you don’t know what you don’t know.
Hannes and Max welcome on Jay Ross, Senior Vice President for Growth at Pro Athlete Community (PAC), an organization that assists professional athletes in preparing for the next chapters of their lives after professional sports. Jay sheds important light on PAC’s world-class education, mentorship, and opportunities for their community, giving professional athletes at all levels the tools to win beyond the game.
The word “wealth” is often used in the wealth management business, but what does “wealth” actually mean? In today’s day and age, the definition of wealth is constantly evolving and changes depending on who you ask. In this episode of Through the Wealth Lens Hannes and Max welcome on Jennifer Wines, author of “Invisible Wealth: 5 Principles for Redefining Personal Wealth in the New Paradigm”, to discusses this evolution and what motivated her to share it with us all.





