UBS On-Air: Conversations Client Strategy Office

Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.

On this episode of 3-Levels, Justin and Ainsley explain the differences between traditional accounts and Roth accounts, including considerations when it comes to contributions, frequency of account reviews, and taxes. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year’s guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.