Consulting & Conversations

UBS advisor podcasts
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Welcome to Consulting & Conversations! As a dedicated boutique practice we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. Our practice is dedicated to gaining a deep understanding of you and your family. By creating a strong working relationship, we develop a strategy that is specific to your unique needs.

Episodes

  1. 04/05/2024

    Estate Planning for Upcoming 2025 Sunsetting

    On this episode, we will be exploring the implications of the 2025 sunsetting and how clients can craft their estate planning to be flexible while heading into an unknown outcome.

    26 min

  2. 03/13/2024

    The Next Generation is Now

    In this episode, we will dive into what the next generation is, how we can best serve them as advisors and our professional experiences alongside the next generation.

    39 min

  3. 02/06/2024

    Basics of Alternative Investments

    In this episode, we will touch on the basics to alternative investments, what they are, how they differ from other investments, do they make sense in your portfolio and more.

    16 min

  4. 12/05/2023

    Questions You Should Be Asking Your Financial Advisor

    We know how important it is to find the right financial advisor that fits your needs. On this episode, we will dive into important questions you should ask your current or prospective financial advisor.

    19 min

  5. 03/02/2023

    Meet the Team

    Welcome to the first episode of Consulting & Conversations! On this inaugural episode, we will introduce you to our team, let you get to know us better and give you an idea of what to expect on our series. Thank you for tuning in!

    25 min
  • 5 Episodes

About

Welcome to Consulting & Conversations! As a dedicated boutique practice we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges. Our practice is dedicated to gaining a deep understanding of you and your family. By creating a strong working relationship, we develop a strategy that is specific to your unique needs.

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