Through the Wealth Lens: Recent Episodes
UBS advisor podcasts
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.
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.
Hannes and Max dive into the lack of financial literacy among the population worldwide, how to navigate foundational concepts and ideas about money, and how parents and grandparents can help their heirs and even themselves become more financially literate.
Hannes and Max welcome on Mark Tepsich of UBS’ Family Office Solutions Team (Private Wealth Management), who discusses the concept of the “family-focused family office,” a more comprehensive and inclusive approach to the family office role and function.
Security , including cybersecurity, is often overlooked by the owners of mega yachts but is absolutely necessary to guard the privacy of the owners and prevent financial fraud. Hannes invites experts Adam Pauska and Dominic Sylvester of AXG Advisors to dive into the topic.
If you’re a business owner who decides to sell or transition the ownership of your business, do you know what your next move will be? For some entrepreneurs who want to stay part of the business world they know so well, becoming an independent consultant can be a new stage in their entrepreneurial lives. This episode takes a look at some key issues involved in transitioning from being a business owner to being a business consultant.
Hannes invites special guest Matthew Sawyer, Columbia and NYU professor and author of “Make It In America”, to discuss his book, its examination of businesses from Fortune 500 companies to high-tech start-ups and some of the most important lessons they can teach for businesses trying to establish themselves in the U.S. marketplace today.
Hannes is joined by fellow advisor and NYIG colleague, Max Grascher, to discuss the recent trend of high-profile musicians selling their music catalogues and what to consider when going through the process.
Calling all business owners and entrepreneurs! Hannes and Ryan discuss how those that run their own businesses can properly compensate themselves as well as their valued employees, to make sure both stay motivated to perform to the best of their abilities and ultimately keep the business in top shape.
Hannes is joined by Beth Tractenberg, expert trust and estate attorney of Steptoe and Johnson, to truly define what “wealth planning” is and how this relates to wealth protection, tax mitigation, estate planning, and charitable giving.
These days the average person, due to factors such as advances in medical technology, is living longer than ever before. Hannes and Ryan dive into the human population’s longer life expectancy and why, because of this, it is crucial for all to include longevity planning as a key factor in their wealth plans.
Hannes and Max are joined by guest expert Don Hoffman, international CPA of Hoffman Mulligan, to dissect some of the most common mistakes for entertainers and athletes to avoid in regards to their financial stability and wealth accumulation.
Many families in today’s world, regardless of background, experience lives that involve raising a child with special needs. In this episode of “Through the Wealth Lens,” Hannes explores a number of financial planning strategies and solutions that can help parents navigate this path of financial uncertainty.
Hannes explains how a family constitution can be used to manage a family’s wealth so that it achieves their many goals. From continuing to grow their wealth as it’s transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly, the family constitution is a fantastic foundation to begin the process.
Hannes is joined by Nicole Sebastian of UBS’ Family Advisory and Philanthropy Services team to dive into charitable giving strategies and vehicles that can help you get started—or make your existing philanthropy even more impactful. Nicole shares some insights on how to go about charitable giving, and even more importantly what not to do when it comes to charitable financial support.
Hannes is joined by tax attorney and partner at Grant, Herrmann, Schwartz & Klinger LLP, Megan Campos, to discuss how a well-designed succession plan can reduce the risk that occurs when a family business is transferred from one generation to the next—and how to facilitate a transfer that leaves everyone in the family satisfied.
Hannes invites divorce attorneys Daniel Lipschutz and Adam Turbowitz (Bois Schiller and Flexner LLP) to discuss the importance of prenuptial agreements in a client’s overall financial plan, how to implement one without creating discourse with loved ones, and particular situations in which prenups (or a lack there of) have effected clients in real life situations.
Hannes discusses the most successful strategies the ultra-affluent use to prepare their children and other heirs to handle the wealth they will one day inherit, and how this methodology can apply to most individuals looking to pass something on to the next generation.
Hannes welcomes property and casualty insurance specialist Adam Pauska (AXG Advisors) to the show to discuss some of the biggest mistakes wealthy homeowners make when insuring their homes and their valuable contents.
Stress testing is a methodology that assists in making sure you aren’t making any serious mistakes when it comes to your wealth management plans and didn’t overlook any meaningful financial opportunities or strategies.
Hannes is joined by life insurance expert George Papanier (AXG Advisors) to discuss the necessity of life insurance in a client’s financial plan, why it is so beneficial, and how it can be used for anyone from the parent looking to fund a child’s college education to an entrepreneur looking to protect his or her business interests.