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.
UBS Advisor Podcasts
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.
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
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.
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.
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.
