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.
05 Jun 2024
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.
07 Feb 2024
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.
12 Apr 2023
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.
Contact information
Contact information
Mark Hagan
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
(469) 440-0601
(469) 440-0335
