UBS On-Air: Conversations

Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.

A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

Mark Tepsich, a Family Office Design and Governance Strategist, joins former COO Seth Gardner, an experienced advisor to affluent families. They discuss the critical role of the Expert Generalist in family offices, highlighting how this role weaves together complex family dynamics and investments. Topics include the need for emotional intelligence, flexibility, and the ability to communicate across various family and specialist perspectives. They also touch on the unique educational backgrounds that enhance problem-solving in wealth management.

We outline considerations when it comes to how to address company stock within a financial plan, including a review of risks, and guidance on how to navigate behavioral bias. Featured are Ainsley Carbone, Retirement Strategist, Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

This month’s episode focuses on the reasons for and benefits of investing in people, along with the opportunities and challenges that exist within this ever-evolving landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jennifer Anderson, Head of ESG with Lazard Asset Management. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions, sits down with Eskor Edem, Director at Major, Lindsey & Africa and Mike Gabrail, General Counsel at Crossroads Group, to discuss the value add of sourcing an in-house general counsel and the qualifications family offices should look for when seeking to hire an in-house general counsel for the family office.

Leora Zach, Client Solutions Specialist for UBS Family Office Solutions sits down with Operating Advisor for Humankind Capital, Charles Soriano, to discuss how family offices can use a strategic planning framework for a wide range of purposes.

This conversation is focused on the unique set of challenges the LGBTQIA+, specifically the transgender community, faces and how everyone, including financial advisors can mindfully engage and support. Featured is Erica Seremeta, Head of DEI Client Engagement at BlackRock. Host: Shiavon Chatman

In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capital ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy