Complex Philanthropy

Podcast by UBS advisor podcasts

English

Limited Offer

2 months for 19 kr.

Then 99 kr. / monthCancel anytime.

20 hours of audiobooks / month
Podcasts only on Podimo
All free podcasts

Get Started

About Complex Philanthropy

Join Mark Hagan, Financial Advisor at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating non-liquid/privately held assets (otherwise known as complex assets) to charity.

All episodes

6 episodes

Donor Advised Fund or Family Foundation: How to decide the best option for your family.

Deciding between a donor advised fund and a foundation can be confusing at best. We will discuss the common misperceptions and clarify their differences.

5 Jun 2024 - 21 min

Business Succession Planning: 4 steps to a successful outcome (Part 3)

The final of a 3 part series to a successful sale or transition of your business

23 May 2024 - 23 min

Business Succession Planning: 4 steps to a successful outcome (Part 2)

Part 2 of a 3 part series that provides insight into the process needed to ensure a successful transition of your business.

7 Feb 2024 - 21 min

Business Succession Planning: 4 steps to a successful outcome (Part 1)

This three-part series provides insight into the process needed to ensure a successful transition of your business.

31 Jan 2024 - 18 min

Complex Philanthropy : Oil and Gas Assets

Join Mark Hagan, Senior Vice President- Wealth Management at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating different types of oil and gas ownership interests.

12 Apr 2023 - 22 min

En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.

Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍

Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Choose your subscription