Complex Philanthropy

Podkast av UBS advisor podcasts

engelsk

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Les mer 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.

Alle episoder

6 Episoder

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. juni 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. mai 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. april 2023 - 22 min

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