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James Jack
Leader of UBS's business-owner client segment who helped develop firm-wide resources and advisor education for serving entrepreneurs, with a focus on wealth, family advisory, and multi-generational transition planning.
Best podcasts with James Jack
Ranked by the Snipd community
Jun 8, 2023
• 44min
Excellence in Exit Planning
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In this discussion, James Jack, a leader at UBS focusing on business owners, shares insights on resources tailored for entrepreneurs, while emphasizing multi-generational planning. Joe Srazzeri, an acclaimed exit planning expert, discusses the evolution of exit strategies and the importance of team-based processes. Both guests highlight the growing respect for entrepreneurs in exit planning, shifting conversations towards structured and empathetic approaches. They also explore the future of exit planning with trends like sustainability and AI's impact.
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