Consulting & Conversations
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.
UBS Advisor Podcasts
Estate Planning for Upcoming 2025 Sunsetting
26:00On 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.
The Next Generation is Now
38:43In 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.
Basics of Alternative Investments
16:03In 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.
Questions You Should Be Asking Your Financial Advisor
19:01We 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.
Meet the Team
25:05Welcome 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!
